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Wednesday 27 August 2025
Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects...
Wednesday 27 August 2025
Semiconductor and defense sectors drive ChenFull Precision's optimistic outlook for 2026 operations
ChenFull Precision has disclosed that thanks to momentum from the semiconductor and defense industries, revenue in the second half of 2025 is expected to achieve double-digit growth...
Wednesday 27 August 2025
Vivo V60 and foldable X series set to drive 40% sales growth in Taiwan mid-to-high-end segment
Vivo Taiwan is aggressively expanding its presence in the smartphone market. Following the recent debut of its first foldable device, the X Fold5, which marked a major step in strengthening...
Wednesday 27 August 2025
Google AI overview feature prompts steep declines in media website traffic in UK
The rollout of Google's AI summary function has sparked notable decreases in traffic for numerous media websites, raising concerns among publishers about a "Google Zero" era where...
Wednesday 27 August 2025
China-based USI 1H25 earnings under pressure: what's behind the decline?

While Universal Scientific Industrial (USI) Shanghai posted a modest revenue drop in the first half of 2025, its profit during the time...

Wednesday 27 August 2025
China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power.
Wednesday 27 August 2025
LED industry sees profit decline in 2Q25 amid currency challenges
The LED industry experienced notable profit declines in the second quarter of 2025, mainly due to exchange rate effects. Everlight Electronics reported a 44.7% drop in net income...
Tuesday 26 August 2025
China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...
Tuesday 26 August 2025
Lens Technology 1H earnings jump on smartphone demand; robotics, EVs, AR in the pipeline
Lens Technology posted double-digit growth in the first half of 2025, driven by recovering consumer electronics demand and expansion into fast-growing segments including automotive,...
Tuesday 26 August 2025
Nikon to close Yokohama manufacturing plant in 2025, signaling strategic shift
Nikon Corporation has announced the closure of its Yokohama Manufacturing Plant on September 30, 2025. The company's personnel and operations from the site will be relocated to other...
Tuesday 26 August 2025
China's Luxshare delivers strong 1H, forecasts 20–25% profit jump in 3Q
Luxshare Precision Industry Co. delivered robust first-half 2025 results, underscoring resilience from a consumer electronics recovery and its expanding diversification strategy....
Tuesday 26 August 2025
Apple supplier Goertek pivots for AI+AR era with strategic optics push
Goertek Inc., a major Apple supplier and leading contract manufacturer for AR/VR hardware, reported mixed first-half 2025 results, highlighting improved profitability and growing...
Tuesday 26 August 2025
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to...
Monday 25 August 2025
AI investments of top-4 Chinese CSPs

Introduction

Monday 25 August 2025
Taiwan's Walrus Pump rides AI liquid cooling wave, fast-tracks revenue growth in technology pumps
Taiwan's largest water pump brand, Walrus Pump, is seeing a sharp rise in inquiries from ODMs and cooling module makers for liquid cooling and immersion cooling systems. The company...