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Monday 4 August 2025
CyberLink reports steady 2Q25 revenue growth, eyes stronger AI PC impact in 2026
On June 30, CyberLink held an online investor conference to announce its financial results for the second quarter of 2025. The company reported revenue of around NT$599 million (approx...
Monday 4 August 2025
Decoupling in motion: how US tariffs and AI demand are redrawing EMS map

Since Donald Trump's first term in office, US-China relations have steadily deteriorated. Coupled with the supply chain disruptions triggered...

Saturday 2 August 2025
Apple talent exodus reflects AI strategy transition dilemma

A wave of executive departures at Apple, including the recent exit of AI head Ruoming Pang and...

Friday 1 August 2025
AI talent's potential to revive Taiwan's traditional industries
As Taiwan's AI server production and shipments continue to expand, high-performance computing chips are driving strong demand in manufacturing, packaging, and testing, making Taiwan's...
Friday 1 August 2025
Amazon sales top estimates on retail, advertising surge; AWS margins under pressure
Amazon reported robust financial results for its fiscal second quarter, with revenue reaching US$167.7 billion, marking a 12% increase compared to the same period last year. Operating...
Friday 1 August 2025
Amazon shares slide as AWS growth trails rivals despite strong revenue beat
Amazon topped Wall Street expectations with its third-quarter 2024 revenue, but the company's stock fell about 7% in after-hours trading after investors reacted to weaker-than-expected...
Friday 1 August 2025
Taiwan aims to replicate semiconductor success with AI
The 2025 World AI Vision Exhibition (WAVE) kicked off on July 31, 2025, in Taipei, Taiwan, organized by the Administration for Digital Industries under Taiwan's Ministry of Digital...
Friday 1 August 2025
Apple cites AI investments for rising capex, tempers current quarter growth expectations despite pull-ahead sales
Apple's capex saw a notable rise in the third quarter of the fiscal year 2025, primarily driven by growing investments in artificial intelligence (AI). During the company's earnings...
Friday 1 August 2025
Amazon delivers strong 2Q25 growth, but AWS performance tempers investor enthusiasm
Amazon's second-quarter fiscal 2025 revenue rose 13% year-over-year to US$167.7 billion. Operating income jumped 31% to US$19.17 billion, though softer-than-expected cloud growth...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
MetaAge reports strong revenue growth in 2Q25 amid global uncertainties
MetaAge, a subsidiary of Qisda, reported consolidated revenue of NT$5.87 billion (US$197.5 million) for the second quarter of 2025, representing growth of NT$1.45 billion year-over-year...
Thursday 31 July 2025
Meta boosts 2025 capex to US$72 billion, expands AI push with superintelligence team
Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing...
Thursday 31 July 2025
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...
Thursday 31 July 2025
Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum
Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...
Thursday 31 July 2025
Microsoft cannot protect EU data from US government
Microsoft has admitted to a French Senate hearing that it cannot guarantee data sovereignty. Even if data is stored on servers in Europe, the US government can still access it under...