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Tuesday 3 June 2025
Subsidized iPhones put Apple back on top in China, but at what cost?
Apple's smartphone shipments in China dropped 9% year-over-year in the first quarter of 2025, falling to fifth place with a 13.7% market share, according to IDC. In response, the...
Tuesday 3 June 2025
Global smartphones, 1Q 2025

Introduction

Tuesday 3 June 2025
Samsung rides GDDR7 wave as Nvidia, AMD shift to comply with US export curbs
In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics' GDDR7 graphics...
Tuesday 3 June 2025
TSMC reaffirms commitment to compliance, security amid global pressures
Taiwan Semiconductor Manufacturing Company (TSMC) held its annual shareholders meeting on June 3, 2025, where Chairman C.C. Wei addressed questions on regulatory compliance, information...
Tuesday 3 June 2025
Flexium Interconnect pushes forward in AI server while rejoining Apple suply chain amid transformation challenges
Flexible printed circuit (FPC) maker Flexium Interconnect is navigating a critical phase of transformation as it shifts its business focus toward next-generation technologies. While...
Tuesday 3 June 2025
South Korean exports to the US and China fall sharply, but semiconductor sales hit record high

South Korea's exports to the US and China tumbled by more than 8% in May, reflecting growing pressures from global trade tensions and...

Saturday 31 May 2025
AI servers lift ASRock to new highs, while strong NT$ erodes profit edge
ASRock Inc. posted NT$25.6 billion (US$855 million) in revenue for 2024, driven by robust shipments of Nvidia H100 and H200-based AI servers. In the first four months of 2025 alone,...
Thursday 29 May 2025
Leadframe maker CWTC upbeat about market, with capacity expansion on track in Malaysia
Taiwan-based leadframe maker Chang Wah Technology (CWTC) is upbeat about 2025 as demand recovers, and will continue to expand its production capacity in Malaysia, according to company...
Wednesday 28 May 2025
Notebook shipment update, April 2025

Introduction

Wednesday 28 May 2025
Sony doubles down on premium niche with Xperia 1 VII to salvage shrinking market presence
Sony has unveiled its 2025 flagship smartphone, the Xperia 1 VII, aiming to strengthen its position in the high-end segment despite its diminished influence in the global smartphone...
Wednesday 28 May 2025
Alpha Networks sees operational momentum in 2H25, plans to sample 1.6T switch by year-end
Networking company Alpha Networks (Alpha) held its shareholders meeting on May 27, 2025, where it expressed optimism about the continued strengthening of shipment momentum for its...
Wednesday 28 May 2025
Computex 2025 hits record attendance amid growing uncertainty over AI boom and policy risks
Computex 2025 wrapped up with record-breaking attendance and exhibitor participation, underscoring the sustained momentum of artificial intelligence (AI) across the tech sector. Exhibitors...
Tuesday 27 May 2025
TSMC's CoWoS boom squeezes substrates, stirs NAND pricing
Mitsubishi Gas Chemical (MGC), the world's leading supplier of BT substrate base materials, has notified clients of delayed shipments due to tightening raw material supply. The growing...
Tuesday 27 May 2025
Humanoid robots enter combat arena as China accelerates mass production push
The year 2025 marks a pivotal moment for humanoid robotics as the technology transitions from science fiction to commercial reality. China hosted the world's first competitive humanoid...
Tuesday 27 May 2025
Samsung falls to fourth in global CIS market with China’s rise

Samsung Electronics has slipped out of the top three in the global CMOS image sensor (CIS) market for the first time in years, according...