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Saturday 13 September 2025
Beijing's chip advance, from equipment to AI, threatens Seoul's tech stronghold
South Korea's chipmakers are raising red flags as China accelerates in equipment, materials, components, and AI semiconductors. Analysts warn Beijing is no longer just closing the...
Saturday 13 September 2025
Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers
The global memory industry saw simultaneous growth in volume and pricing during the third quarter of 2025, with DRAM and NAND memory prices rising amid ongoing supply constraints...
Friday 12 September 2025
Nvidia reportedly asks Samsung to double GDDR7 memory orders
Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung's memory business revenue...
Friday 12 September 2025
China's 10 memory firms post mixed 1H25: sales rise, profits lag
By September 2025, half-year earnings reports from 10 Chinese memory firms are in. Nine posted revenue growth, underscoring solid top-line momentum. Profitability, however, diverged...
Friday 12 September 2025
SEMICON Taiwan 2025: CCP Contact Probes' new semiconductor products expected to boost revenue
At SEMICON Taiwan 2025, CCP Contact Probes introduced three new products aimed at enhancing its presence in the semiconductor testing market: sockets, microelectromechanical system...
Friday 12 September 2025
Yageo to acquire up to 28.5% stake in Anpec Electronics through public tender offer
Taiwan-based passive components manufacturer Yageo Corporation announced on September 11 that it plans to acquire up to 28.5% of power IC designer Anpec Electronics via a public tender...
Friday 12 September 2025
Texas Instruments sees data center revenue surge 50%; projects over US$1B in 2025 as sector recovery accelerates
Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors,...
Friday 12 September 2025
Auden Techno sees growth in August, Vietnam plant to start production in 2H26
Auden Techno, a Taiwan-based radio frequency antenna and communications module manufacturer, announced its consolidated revenue for August 2025 reached NT$154 million (approx. US$5.08...
Thursday 11 September 2025
Wistron increases investment in the US, doubling capital expenditure for California subsidiary
Wistron's board of directors approved a significant increase in the capital expenditure budget for its Fremont, California-based wholly-owned subsidiary WisLab EMS Corporation, doubling...
Thursday 11 September 2025
Taiwan wafer foundry industry, 3Q 2025

Introduction

Thursday 11 September 2025
Phison Electronics reports record revenue growth amid rising AI demand and potential memory shortages
Phison Electronics posted consolidated revenue of NT$5.934 billion (approx. US$195.7 million) for August 2025, marking a 4.3% increase from July and a 23% rise year-over-year, reaching...
Thursday 11 September 2025
OpenAI's US$300 billion Oracle deal underscores AI infrastructure boom and massive cash burn it comes with
OpenAI has reportedly signed a contract with Oracle to purchase roughly US$300 billion in computing power over the next five years, according to people familiar with the matter, a...
Thursday 11 September 2025
Momo's August revenue rises 4.4% MoM, iPhone upgrade wave to potentially boost sales recovery
Momo reported consolidated revenue of NT$8.49 billion (approx. US$279.9 million) in August, marking a 4.4% month-over-month increase. However, since the beginning of 2025, monthly...
Thursday 11 September 2025
Foldables gain ground: Samsung leads in Taiwan, Vivo expands with aggressive strategy
The foldable phone market has gained significant traction with recent product launches from Samsung Electronics and Vivo. Samsung continues to dominate Taiwan's foldable segment,...
Wednesday 10 September 2025
Broadcom offers US$600M incentive to CEO for AI business growth
Broadcom CEO Hock Tan stands to receive up to US$600 million in stock rewards if he can drive artificial intelligence (AI) product revenue to US$120 billion by fiscal year 2030.