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Thursday 17 July 2025
ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand
In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV...
Thursday 17 July 2025
ASML sees easing of export rules as ecosystem boost despite China backlog cut
In an earnings call on July 16, ASML said the loosening of export restrictions on AI chips and design tools for China is a positive sign for the global semiconductor ecosystem. While...
Thursday 17 July 2025
Adata surges on memory boom, eyes AI and Biotech for next growth wave
Taiwanese memory module maker Adata Technology reported after-tax profit of NT$462 million (US$15 million) in June 2025, marking a dramatic turnaround from a loss in the same month...
Wednesday 16 July 2025
ASML posts strong results, eyes growth amid China curbs and tariff concerns
ASML reported robust second-quarter earnings, with sales rising 23% year-over-year to EUR7.69 billion (US$8.94 billion), driven by upgrade demand and cost efficiencies. While tariff...
Wednesday 16 July 2025
Meta doubled down on AI infrastructure, Foxconn, Taiwan supply chain ride the cocktail
Meta is turbocharging its bet on artificial intelligence, with CEO Mark Zuckerberg revealing plans to invest hundreds of billions of dollars in building large-scale AI infrastructure...
Wednesday 16 July 2025
Perplexity aims to build cognitive OS, sees billions in subscription revenue
At a recent startup forum organized by venture capital firm Y Combinator, Aravind Srinivas, co-founder and CEO of Perplexity, presented the company's outlook on integrating artificial...
Wednesday 16 July 2025
US chip policy reversal boosts AMD and Nvidia, ties AI sales to rare earth trade with China
The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...
Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
Wednesday 16 July 2025
Taiwan touch panel maker Mildex shifts tariff burden to US military clients
Taiwan's Mildex Optical, a specialized touch panel manufacturer, has successfully transferred US tariff costs to its military and industrial customers, helping preserve margins as...
Wednesday 16 July 2025
Goldkey gears up for August IPO as DDR4 demand takes off
A tight supply of DDR4 DRAM has triggered a buying spree. Goldkey Technology chairman Vicky Tseng said that since May and June 2025, DDR4 spot prices have skyrocketed more than 100%,...
Tuesday 15 July 2025
US DOOH market drives strong order visibility for SAVC through 2025 despite global challenges
Since its spin-off from TASC in 2022, the rising star Star Asia Vision Corporation (SAVC) has focused on digital display systems. President Vincent Lee stated that order visibility...
Tuesday 15 July 2025
Taiwan's e-commerce platforms struggle while service providers thrive
Taiwan's leading e-commerce platforms have been struggling amid the fading post-pandemic boom and heightening competition, with market leader Fubon Multimedia (under the Momo brand)...
Tuesday 15 July 2025
Gogolook partners with MetaAge to strengthen cybersecurity and anti-scam solutions for enterprises
Trust technology provider Gogolook has announced a strategic alliance with cloud service distributor MetaAge to expand its footprint in the high-value enterprise cybersecurity and...
Tuesday 15 July 2025
Huaqin hits US$11.6 billion in 1H25 revenue: ODM, AI push deliver explosive growth
Huaqin Technology reported a sharp surge in first-half 2025 results, driven by booming global demand for smart devices, generative AI, and high-performance computing. In a July 14...
Tuesday 15 July 2025
Apple iPhone sparks maturity and confidence in foldable market
South Korean giant Samsung Electronics recently unveiled its latest generation of foldable smartphones, including the Galaxy Z Fold 7, Galaxy Z Flip 7, and the more affordable Galaxy...