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Monday 10 November 2025
ASML says AI boom has yet to lift chip equipment demand
Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects...
Monday 10 November 2025
TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
Monday 10 November 2025
Chenbro eyes automated US factory as AI drives server growth
Server chassis maker Chenbro Micom stated that strong artificial intelligence (AI) momentum is boosting confidence in future operations, which are expected to hit a record high in...
Monday 10 November 2025
Wiwynn's 3Q25 revenue jumps 173%, profit doubles on explosive AI server demand

Wiwynn posted record third-quarter results for 2025, driven by surging AI and data center demand. Consolidated revenue jumped 172.8% year-over-year...

Monday 10 November 2025
Fitipower eyes AIoT chip surge in 2026 to cut DDI revenue share
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance...
Monday 10 November 2025
Formosa Plastics chief warns of prolonged supply glut from China, accelerates five-pronged transformation

Formosa Plastics Group (FPG) president Chia-chau Wu said China's rapid buildout of large-scale petrochemical plants has caused a lasting...

Monday 10 November 2025
Google reportedly doubles down on Anthropic as AI startup nears US$350B valuation
Google is reportedly in early talks to expand its investment and deepen collaboration with AI startup Anthropic, which could see its valuation surpass US$60 billion after a new funding...
Monday 10 November 2025
Macronix sees rising NOR, NAND, and eMMC demand amid memory market recovery
Macronix International is witnessing a strong rebound in demand for its NOR, NAND, and eMMC memory products, with chairman Minin Wu highlighting growing market opportunities as the...
Monday 10 November 2025
Taiwan auto parts brace for 4Q25 peak: SuperAlloy expands recycled aluminum, Tsang Yow targets AM/OES growth
As Taiwan's automotive parts industry enters its traditional fourth-quarter peak, forged aluminum wheel maker SuperAlloy Industrial reports stable shipments of recycled aluminum after...
Monday 10 November 2025
Accton eyes 2Q26 mass production for L11 AI server chassis
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges...
Monday 10 November 2025
Ability Enterprises posts nine-year high in October revenue on strong product mix and AI-driven demand
Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine...
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...
Monday 10 November 2025
NAND prices double in six months; Phison CEO predicts years-long shortages
The global boom in artificial intelligence has triggered a severe shortage of essential storage chips, doubling prices in just six months, according to Khein-Seng Pua, CEO of Phison...
Monday 10 November 2025
Formosa Plastics reports softer October sales, AI-driven materials boost continued growth
Formosa Plastics Group's four core subsidiaries posted lower revenue in October 2025, showing both monthly and annual declines. Combined sales from Formosa Plastics Corporation (FPC),...
Monday 10 November 2025
Nan Juen International's server rail profits jump in 3Q25
Server slide rail maker Nan Juen International reported strong financial results for the third quarter of 2025, with consolidated revenue growing sequentially by a record-high 3.48%...