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Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Tuesday 11 November 2025
The dashboard revolution: how Mini LED and OLED are changing cars
As cars become rolling digital platforms, the display has become one of the most fiercely contested frontiers for screen makers. Much like the evolution of televisions, the auto industry...
Monday 10 November 2025
Taiwan notebooks, 3Q 2025

Introduction

Monday 10 November 2025
Taiwan auto parts brace for 4Q25 peak: SuperAlloy expands recycled aluminum, Tsang Yow targets AM/OES growth
As Taiwan's automotive parts industry enters its traditional fourth-quarter peak, forged aluminum wheel maker SuperAlloy Industrial reports stable shipments of recycled aluminum after...
Monday 10 November 2025
Khgears eyes 4Q25 revenue growth as robot gear shipments ramp up
Precision gear manufacturer Khgears International saw an 8.2% year-over-year drop in consolidated revenue for October 2025 to NT$237 million (US$7.65 million). Still, cumulative revenue...
Monday 10 November 2025
China eases chip export curbs as it pressures EU over Nexperia dispute
China called on the EU to step up efforts to persuade the Netherlands to withdraw its restrictive measures against Nexperia, saying the Dutch side is responsible for recent disruptions...
Sunday 9 November 2025
Auden Techno turns profitable
RF antenna maker Auden Techno on November 5 reported consolidated revenue of NT$483 million (approx. US$15.6 million) for the third quarter of 2025, up 15.35% quarter-over-quarter...
Sunday 9 November 2025
uPI applies power IC demand growth across three segments
The rise of global AI applications has driven increased demand for power ICs, with power management IC (PMIC) design company uPI Semiconductor reporting steady demand for integrated...
Sunday 9 November 2025
US tech layoffs raise concerns over AI PC and business demand
Backlight module maker Coretronic believes that consumer market momentum in the fourth quarter of 2025 remains weak due to ongoing concerns over tariffs and inflation, both of which...
Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
China smartphone AP shipments, 3Q 2025

Introduction

Friday 7 November 2025
AI-driven chip shortages disrupt connector and power supplies
The global semiconductor industry is facing widening supply-demand imbalances amid the AI boom, with memory and processor chips in particularly short supply. Prices have surged while...
Friday 7 November 2025
Foxconn expects 4Q25 growth as AI servers, ICT products drive demand
Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29%...
Thursday 6 November 2025
Inventec notebook shipments fall 15.79% in October amid seasonal slowdown
Inventec reported a 15.79% month-on-month decline in notebook shipments to 1.6 million units in October 2025, largely attributed to a high base effect from the end of the third quarter...
Thursday 6 November 2025
TV panel prices continue to fall: production cuts fail to boost weak peak season
LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...