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Tuesday 12 August 2025
Trump weighs Nvidia China chip deal, tying exports to US revenue cut
US President Donald Trump on August 11 signaled he may allow Nvidia to export a downgraded version of its latest Blackwell-architecture chip to China. While he gave no date for talks...
Tuesday 12 August 2025
Forging a new path: SuperAlloy expands beyond cars into semiconductors
SuperAlloy, a Taiwanese aluminum forging specialist best known for its high-performance automotive wheels, is accelerating its pivot toward non-automotive markets, with an ambitious...
Tuesday 12 August 2025
DDR4 contract prices surge in 3Q25 as Nanya and Winbond lead the rally
Tight supply of DDR4 DRAM has pushed contract prices into a sharp upward trajectory starting in the third quarter of 2025. Recently, senior procurement executives from major US-based...
Tuesday 12 August 2025
Samsung DDR4 EOL uncertainty clears, tariffs threaten 2H25 momentum
Contract prices for memory chips have strengthened in the third quarter of 2025, but rumors have swirled surrounding Samsung Electronics slowing down the end-of-life (EOL) for DDR4...
Tuesday 12 August 2025
Parade sees strong 2H25 with high-speed product growth and USB4 adoption
During its earnings call on August 7, 2025, high-speed interface provider Parade stated that its second-quarter revenue grew steadily, and gross margin improved, mainly due to a better...
Tuesday 12 August 2025
CviLux core business transformation yields results, optimistic about AI-driven growth in 2H25
Connector and electronic component manufacturer CviLux has recently launched a diversified product portfolio and adjusted its global production strategy, with server and networking...
Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
Tuesday 12 August 2025
Micron raises outlook on strong DRAM pricing, AI demand
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Tuesday 12 August 2025
Tesla’s rumored Dojo retreat could supercharge Taiwan’s Nvidia supply chain
Tesla is reportedly disbanding its internal development team responsible for the Dojo supercomputer, with key personnel set to depart. This news has drawn attention from Taiwan's...
Tuesday 12 August 2025
Cathay Consolidated rides medical boom to double-digit growth
Cathay Consolidated has reported revenue of NT$191 million (approx. US$6.37 million) for July 2025, with cumulative revenue from January to July reaching NT$1.677 billion, representing...
Tuesday 12 August 2025
Wah Hong eyes growth in EV and semiconductor films after 1H25 revenue bump
Wah Hong, a leading Taiwanese optical film and advanced materials maker, reported moderate revenue growth for the first half of 2025, though foreign exchange losses and rising research...
Tuesday 12 August 2025
Ichia secures orders from major US firms for optical communication products, eye double-digit revenue share by 2027
Ichia Technologies reported a strong first half of 2025, with revenue climbing 20% above expectations. CEO Eric Tseng noted that while some consumer orders were pulled forward to...
Monday 11 August 2025
PixArt shifts gears in 3Q25: gaming mouse momentum fades, game consoles take the lead
PixArt Imaging posted second-quarter 2025 revenue of NT$2.28 billion (approx. US$76 million), falling 2.9% quarter-over-quarter but rising 11.5% from a year earlier. Gross margin...
Monday 11 August 2025
Taiwan Chelic unveils biomimetic robotic hand as 2Q revenue climbs 11%
As smart manufacturing demands higher precision and flexibility, Taiwan Chelic Co. is pivoting from traditional pneumatic grippers to electric grippers and biomimetic robotic hands...
Monday 11 August 2025
WT Microelectronics AI data centers fuel massive growth into 2026
IC distribution giant WT Microelectronics' chairman Eric Cheng stated at the August 6, 2025, investor conference that strong AI demand will become the core growth driver for WT in...