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Wednesday 20 August 2025
Xiaomi strengthens smartphone presence amid modest global growth
Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic...
Wednesday 20 August 2025
Xiaomi shifts gears as EV and AI drive growth despite smartphone slowdown
Xiaomi delivered a strong performance in the second quarter of 2025, underscoring its rapid transformation into a more diversified technology company. Growth in its EV, AI, and new...
Wednesday 20 August 2025
Chip toolmakers diverge: AI drives windfalls, China demand fades
Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming...
Tuesday 19 August 2025
Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan

Despite lively public debate over vehicle pricing, Taiwan's electric vehicle (EV) market has entered a period of stagnation, as long-awaited...

Tuesday 19 August 2025
HTC builds software and hardware ecosystem to drive AI glasses profitability
HTC recently launched its first smart glasses supporting Traditional Chinese, the Vive Eagle, integrating multiple AI features such as voice interaction, scene recognition, and real-time...
Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
Monday 18 August 2025
China smartphone market, 2Q 2025

Introduction

Monday 18 August 2025
Beijing reportedly pushes local chip usage as H20 sales resume in China
As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their...
Monday 18 August 2025
LGD showcases new generation of in-car interactive displays
LG Display (LGD), optimistic about the automotive market outlook, showcased a fully autonomous driving concept car equipped with various innovative display solutions at K-Display...
Monday 18 August 2025
Tariff standoff, soft demand threaten to undercut Taiwan’s auto supply chain

In Taiwan, small and medium-sized enterprises (SMEs) form the backbone of the domestic auto supply chain—supplying everything from...

Sunday 17 August 2025
TSMC’s top wafer testing partner posts 78% surge as new facility ramps
Xintec Inc., TSMC's backend packaging and testing unit, posted a strong second-quarter 2025 rebound in wafer probe revenue, driven by increased outsourcing from TSMC and the accelerated...
Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...
Friday 15 August 2025
Weltrend sees strong 2025 growth on AI server cooling chip demand
Weltrend Semiconductor projects strong double-digit revenue growth in 2025, fueled by rising demand for motor driver ICs in AI server cooling systems and an improving product portf...
Friday 15 August 2025
Clevo sees steady gains on high-end laptop sales, eyes AI-driven growth

Clevo, a Taiwanese notebook manufacturer, posted steady operating gains in the second quarter of 2025, buoyed by a sharp shift toward...

Friday 15 August 2025
HTC AI smart glasses target Taiwan market gap; Taiwan Mobile aims for over 10,000 sales
Taiwan Mobile (TWM) announced on August 14 a strategic partnership with HTC Corp. to exclusively sell the HTC VIVE Eagle AI smart glasses. The company aims for five-digit sales figures...