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Thursday 16 October 2025
TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Thursday 16 October 2025
Taiwan's top three telecom operators report record September revenues with surge in iPhone 17 sales
Taiwan's leading telecom operators posted strong operational performances in September 2025, driven by the sales surge from the new iPhone 17 launch, ongoing 5G user upgrades, and...
Thursday 16 October 2025
TSMC 3Q25 earnings hit a record high with gross margin near 60%
Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...
Thursday 16 October 2025
DRAM price surge shows no end, Innodisk chairman says there are surprises every month
Industrial memory module maker Innodisk has seen monthly growth in 2025 operations as AI demand explodes, causing severe DDR4 shortages and a persistent supply crunch. Chairman Chuan-Sheng...
Thursday 16 October 2025
AI drives Southern Taiwan Science Park revenue to near NT$2 trillion
Southern Taiwan Science Park (STSP) has posted an impressive revenue performance for January to August 2025, driven by the global AI boom. Almost breaking NT$2 trillion at NT$1.828...
Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...
Thursday 16 October 2025
Fortune Electric secures second phase of Stargate orders, US market share expected to rise
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...
Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
Wednesday 15 October 2025
Semiconductor material distributors post strong revenue growth from AI and HPC demand
Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
Wednesday 15 October 2025
Nvidia set to overtake Apple as TSMC's biggest customer in 2025
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
BTL Group expands AI server testing, cybersecurity certification capacity
Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI...
Tuesday 14 October 2025
Taiwanese robotics firms break records in AI automation boom
Taiwan's leading robotics and automation firms are posting record-breaking revenues this quarter, cashing in on a global surge in demand for smart manufacturing.
Tuesday 14 October 2025
A steady quarter for MediaTek, before the chill of winter demand
MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly...