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Thursday 9 October 2025
OpenAI shifts focus from general AI to commercial applications at DevDay
At its recent DevDay conference in San Francisco, OpenAI revealed a strategic transition toward developing commercially viable AI applications and enterprise solutions, moving away...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Wednesday 8 October 2025
Dell doubles down on AI boom, raises growth forecasts through 2030
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Planet Technology reports decline in September revenue, accelerates AI edge and 5G private network push
Networking firm Planet Technology has reported consolidated revenue of NT$132.23 million (approx. US$4.36 million) for September 2025, down 18.8% year-over-year. The company's cumulative...
Wednesday 8 October 2025
UMT secures NT$400 million in LEO satellite orders as 4Q25 shipments set to surge
Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement...
Wednesday 8 October 2025
The second life of DDR4: how an old memory standard is driving a new upcycle
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
Wednesday 8 October 2025
Taiwan's Ample Electronic breaks monthly revenue record as AI boosts component demand

Taiwanese electronic materials supplier Ample Electronic posted record-high revenue in September 2025, marking its 29th consecutive month...

Tuesday 7 October 2025
Largan sees September revenue surge from iPhone 17; 3Q25 earnings call set for Oct 9
Largan Precision reported consolidated revenue of NT$6.235 billion (approx. US$204 million) for September 2025, marking a 4% month-over-month increase, but a 4% decline year-over-year...
Tuesday 7 October 2025
AI racks and iPhones lift Hon Hai to a record September
Hon Hai Precision Industry Co., Ltd. posted robust revenue results for September 2025, reporting NT$837.068 billion (US$27.55 billion), driven by increased demand for AI servers and...
Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...
Tuesday 7 October 2025
Kolin pivots to small appliances as demographics reshape Taiwan market
Ever since Action Electronics acquired the Kolin brand and its service system in 2012, chairwoman Ting-yu Peng has noted a fundamental change in Taiwan's major appliance market. Kolin...
Tuesday 7 October 2025
Action Electronics targets niche automotive electronics market for sustained growth
Action Electronics is focusing on the specialized automotive electronics sector, targeting niche markets rather than conventional passenger vehicles. The company anticipates its automotive...
Tuesday 7 October 2025
Line Go eyes 10% revenue growth with improved efficiency, service expansions
Yulon Group's mobility-as-a-service (MaaS) platform Line Go is marking two years since its brand upgrade, as the service sees steady growth with over 4.7 million users. In particular,...
Sunday 5 October 2025
Climax Technology posts 231% profit surge, secures US orders ahead of OTC listing
Climax Technology, a specialist in wireless communication security and long-term care alert systems, is gearing up for its official trading debut on the stock market on October 3,...