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Wednesday 12 November 2025
Piotech leads growth as Chinese chip equipment makers post mixed 3Q25 results
Major semiconductor equipment makers in China reported mixed results in the third quarter of 2025. Naura posted the highest revenue in the third quarter of 2025, while Piotech delivered...
Wednesday 12 November 2025
China's EV makers slash prices again, testing the limits of profit and innovation

In this partnership, GAC handles vehicle production, JD.com manages exclusive online sales and data operations, and CATL supplies the...

Tuesday 11 November 2025
China smartphone market, 3Q 2025

Introduction

Tuesday 11 November 2025
Walsin Lihwa eyes offshore wind and AI infrastructure with Kaohsiung submarine cable plant
Weak market conditions and the impact of European summer holidays drove down stainless steel sales volume and prices in the third quarter of 2025. Taiwan-based cable and stainless...
Tuesday 11 November 2025
Astera Labs ships switch chips, expands AI server influence with new standards
AI server high-speed transmission leader Astera Labs delivered strong performance in 2025's first quarter, announcing record results this week alongside a media event in Taiwan outlining...
Tuesday 11 November 2025
Sharp raises FY2025 profit outlook, plans AI server production with Foxconn by 2027
Sharp announced on November 10, 2025, that it has lifted its fiscal 2025 (April 2025 to March 2026) net profit outlook to JPY53 billion (US$345.6 million), a 47% annual increase and...
Tuesday 11 November 2025
With consumer spending slump, home appliance and display vendors pivot to commercial and rental models
Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C...
Tuesday 11 November 2025
Gemtek's 3Q25 gross margin rises despite revenue pressure from transformation
Networking firm Gemtek reported consolidated revenue of NT$3.557 billion (US$114.7 million) in the third quarter of 2025, with a gross margin of 16.3%, up from 13% in the same period...
Tuesday 11 November 2025
Hushan Autoparts sees rising aftermarket demand amid ongoing tariff impact
Hushan Autoparts has reported consolidated revenue of NT$133 million (approx. US$4.29 million) for October 2025, driven mainly by car door handle sales of about NT$63 million, automotive...
Tuesday 11 November 2025
Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty
As the fourth quarter of 2025 begins, Taiwan's leading panel manufacturers are experiencing a notable slowdown in demand, shaped by the typical seasonal downturn and ongoing economic...
Monday 10 November 2025
ASML says AI boom has yet to lift chip equipment demand
Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects...
Monday 10 November 2025
China's Chery faces loyalty test as December German market entry looms
China's Chery Automobile is preparing its most ambitious overseas push yet, planning a December 2025 debut in Germany. Industry watchers are calling the campaign a "Rhine River Crossing,"...
Monday 10 November 2025
Fitipower eyes AIoT chip surge in 2026 to cut DDI revenue share
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance...
Monday 10 November 2025
Formosa Plastics reports softer October sales, AI-driven materials boost continued growth
Formosa Plastics Group's four core subsidiaries posted lower revenue in October 2025, showing both monthly and annual declines. Combined sales from Formosa Plastics Corporation (FPC),...
Monday 10 November 2025
Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026
Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions...