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Monday 1 September 2025
APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026
Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module...
Monday 1 September 2025
Swancor Holding trims stake in materials arm to fuel robotics and aerospace push

Swancor Holding will divest part of its stake in Swancor Advanced Materials after a September 1 shareholder vote, a step designed to unlock...

Monday 1 September 2025
BYD Electronic posts modest growth in 1H25, faces intensifying competition
BYD Electronic (International) Co. Ltd. posted first-half 2025 revenue of CNY80.61 billion (US$11.3 billion), a 2.58% increase year-over-year, while net profit climbed 14% to CNY1.73...
Saturday 30 August 2025
TSMC supplier AMC rewires its future with warpage-control materials after LCD collapse

Taiwan's LCD panel industry, which peaked at over NT$1 trillion in 2007, collapsed within years and became unprofitable. The decline...

Friday 29 August 2025
Naura's 1H25 profit rises 15% amid cash strain, Kingsemi takeover

Naura Technology posted strong first-half 2025 results on August 28, with revenue climbing 29.5% year-over-year to CNY16.142 billion...

Friday 29 August 2025
Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue
Macnica Anstek, Japan-based Macnica's subsidiary in Taiwan, reported rising orders supported by recovery in industrial control and automated test equipment (ATE) markets, alongside...
Friday 29 August 2025
Horizon Robotics cements lead in China's auto driving chips, eyes full autonomy within a decade
China's fast-growing autonomous driving market has cemented Horizon Robotics as the country's leading automotive chip supplier. The company posted first-half 2025 revenue of CNY1.567...
Friday 29 August 2025
Niching's AI-driven cooling technology drives revenue surge amid advanced packaging shifts
On August 28, Niching presented strong growth prospects at its latest investor conference, highlighting the AI-driven opportunities for cooling solutions. The company's improved product...
Friday 29 August 2025
Tex Year Industries to adjust production across Asia and Americas amid geopolitical pressures
Tex Year Industries is set to optimize its manufacturing operations across Taiwan, Vietnam, the US, and other Asian locations in response to ongoing tariffs and geopolitical challenges...
Friday 29 August 2025
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47...
Friday 29 August 2025
Perplexity offers $42.5m to publishers as lawsuits pile up
AI search engine startup Perplexity has announced a content revenue-sharing program, pledging US$42.5 million to partner media outlets. This move comes amid ongoing copyright controversies...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Thursday 28 August 2025
US expands Section 232 to e-bikes, but Merida sees limited impact
The Trump administration announced on August 18 the addition of 407 product categories to the list of "derivative" steel and aluminum products covered by Section 232 of the US Trade...