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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
Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies
Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...
Friday 15 August 2025
China pushes back against Nvidia H20 chip exports amid US trade tensions
Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...
Friday 15 August 2025
Quanta to launch GB300 AI server in 4Q as high costs pressure margins
Quanta Computer expects trial production of its GB300 AI server to start in late third quarter 2025, with mass production following in the fourth quarter. The rollout is expected...
Friday 15 August 2025
Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes...
Friday 15 August 2025
Why Dell and Supermicro are targeted in US AI chip tracking push
US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.
Friday 15 August 2025
UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down...

Thursday 14 August 2025
China smartphone industry, 2Q 2025

Introduction

Thursday 14 August 2025
AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders
AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China's extended trade-in program and early orders from customers hedging against US tariff...
Thursday 14 August 2025
CAMM poised to replace SO-DIMM in high-end notebooks by 2026
Despite the impact of New Taiwan dollar appreciation, connector manufacturer Argosy announced at its earnings call on August 11, 2025, that due to the continued market penetration...
Thursday 14 August 2025
Gemtek experienced a 51.5% drop in revenue in July, citing ongoing challenges with its transition
Networking equipment manufacturer Gemtek reported a significant drop in revenue for July 2025 and the first half of the year due to strategic changes in its business model. The company's...
Thursday 14 August 2025
Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
Thursday 14 August 2025
Smart glasses sales soar; Meta stays on top as Xiaomi surges
Global shipments of smart glasses jumped 110% in the first half of 2025 compared with a year earlier, with Meta holding more than 70% of the market, according to Counterpoint Research...
Tuesday 12 August 2025
US tariffs hit Coretronic's projector business; supply chain and government orders affected
Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically...
Tuesday 12 August 2025
Coretronic sees July revenue drop by 23%
Coretronic posted approximately NT$3.146 billion (approx. US$105 million) in self-reported consolidated revenue for July 2025, marking a 23% drop from NT$4.085 billion (US$136 million)...