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Friday 12 September 2025
Texas Instruments sees data center revenue surge 50%; projects over US$1B in 2025 as sector recovery accelerates
Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors,...
Friday 12 September 2025
Auden Techno sees growth in August, Vietnam plant to start production in 2H26
Auden Techno, a Taiwan-based radio frequency antenna and communications module manufacturer, announced its consolidated revenue for August 2025 reached NT$154 million (approx. US$5.08...
Thursday 11 September 2025
Wistron increases investment in the US, doubling capital expenditure for California subsidiary
Wistron's board of directors approved a significant increase in the capital expenditure budget for its Fremont, California-based wholly-owned subsidiary WisLab EMS Corporation, doubling...
Thursday 11 September 2025
Taiwan wafer foundry industry, 3Q 2025

Introduction

Thursday 11 September 2025
Phison Electronics reports record revenue growth amid rising AI demand and potential memory shortages
Phison Electronics posted consolidated revenue of NT$5.934 billion (approx. US$195.7 million) for August 2025, marking a 4.3% increase from July and a 23% rise year-over-year, reaching...
Thursday 11 September 2025
OpenAI's US$300 billion Oracle deal underscores AI infrastructure boom and massive cash burn it comes with
OpenAI has reportedly signed a contract with Oracle to purchase roughly US$300 billion in computing power over the next five years, according to people familiar with the matter, a...
Thursday 11 September 2025
Momo's August revenue rises 4.4% MoM, iPhone upgrade wave to potentially boost sales recovery
Momo reported consolidated revenue of NT$8.49 billion (approx. US$279.9 million) in August, marking a 4.4% month-over-month increase. However, since the beginning of 2025, monthly...
Thursday 11 September 2025
Foldables gain ground: Samsung leads in Taiwan, Vivo expands with aggressive strategy
The foldable phone market has gained significant traction with recent product launches from Samsung Electronics and Vivo. Samsung continues to dominate Taiwan's foldable segment,...
Wednesday 10 September 2025
Broadcom offers US$600M incentive to CEO for AI business growth
Broadcom CEO Hock Tan stands to receive up to US$600 million in stock rewards if he can drive artificial intelligence (AI) product revenue to US$120 billion by fiscal year 2030.
Wednesday 10 September 2025
Everlight targets high-performance markets as third-gen semiconductor sales set to double in 2025
Everlight Electronics is ramping up its push into third-generation semiconductors, highlighting new research and market strategies in SiC and GaN at SEMICON 2025. The company emphasized...
Wednesday 10 September 2025
GenAI transforms SaaS but large enterprise systems remain resilient
Generative AI is rapidly reshaping the software industry, yet experts warn that entrenched enterprise architectures are unlikely to be fully replaced by AI in the near term. Leading...
Wednesday 10 September 2025
Nvidia's server rack transition delays revenue growth but AI servers expected to recover in late 2025
Nvidia's shift from GB200 to GB300 server racks is anticipated to regain growth momentum in September 2025 after a transitional slowdown in July and August, benefiting ODMs in the...
Wednesday 10 September 2025
Synopsys' IP business underperforms in 3QFY25, announces 10% workforce reduction
US electronic design automation (EDA) giant Synopsys faced ongoing challenges from US export restrictions to China and difficulties with key foundry customers. As of July 31, 2025,...
Wednesday 10 September 2025
TSMC reports 33.8% revenue increase in August, outlook shaped by AI demand and margin pressures
TSMC posted strong revenue growth in August 2025, recording approximately NT$335.77 billion (approx. US$11.03 billion). The result marks a 3.9% increase from July and a 33.8% rise...
Wednesday 10 September 2025
SEMICON Taiwan 2025: Alliance Material showcases breakthrough double-sided RDL glass substrate process
Alliance Material, a semiconductor materials company, reported a surge in revenue in August 2025, reaching NT$67.93 million (US$2.23 million), a 15.84% increase from July and nearly...