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Thursday 4 September 2025
Walmart drives record growth in electronic shelf label shipments
Electronic shelf labels (ESL) using e-paper technology have experienced rapid growth in the retail industry, propelled by Walmart's large-scale adoption since mid-2024. ESL shipments...
Thursday 4 September 2025
Taiwan PCB supply chain tightens capex scale; leaders increase AI and SEA investments
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Thursday 4 September 2025
Fujifilm Electronic Materials eyes India for major semiconductor investment
Fujifilm Electronic Materials is considering a significant investment in India as part of its strategy to expand in the fast-growing semiconductor sector, according to a report by...
Thursday 4 September 2025
Kinpo expects balanced revenue growth in 2025 amid tariff-driven market shifts
Kinpo Group president Andrew Chen announced on September 3 that the company expects a more balanced revenue split in 2025, departing from their usual stronger second half caused by...
Thursday 4 September 2025
Hewlett-Packard Enterprise sees revenue and profit beat expectations in 3QFY25
Hewlett Packard Enterprise (HPE) reported third-quarter fiscal year 2025 revenue of US$9.1 billion, surpassing analyst estimates, driven by strong demand for AI servers and networking...
Thursday 4 September 2025
Chunghwa Precision Test reports 37% revenue increase in August fueled by AI and mobile chip demand
Taiwan-based chip probing and testing solution provider Chunghwa Precision Test announced a 37% year-over-year revenue increase in August 2024, driven by rising demand for next-generation...
Thursday 4 September 2025
Hermes Testing expands probe solution business amid AI-driven semiconductor demand
Hermes Testing, a testing solutions provider under Hermes Epitek, is leveraging its machine engineering services and customized equipment manufacturing to address growing demand in...
Thursday 4 September 2025
Anthropic raises US$13 billion in series F round, valuation triples to US$183 billion
US artificial intelligence (AI) startup Anthropic has secured US$13 billion in its series F funding round, tripling its valuation to US$183 billion and positioning it as the world's...
Thursday 4 September 2025
China's new electric bike standard takes effect, driving trade-in boom

The electric bike market in China has entered a new phase. Starting September 1, the mandatory national standard "Safety Technical Specification...

Thursday 4 September 2025
AMD, Anritsu partner to standardize high-speed testing for AI data centers
Japan's Anritsu has teamed up with US chipmaker AMD to launch an automated testing platform for next-generation high-speed transmission, targeting the surging demand from AI data...
Thursday 4 September 2025
China’s AI server market surges to US$22B, set to top US$100B by 2029
China is ramping up efforts to build an integrated nationwide computing network as the global race for artificial intelligence (AI) intensifies. The State Council's "AI+" strategy...
Wednesday 3 September 2025
Global smartphone, 2Q 2025

Introduction

Wednesday 3 September 2025
Sluggish China market fuels global smartphone sales pessimism
China's smartphone shipments fell nearly 4% in the first half of 2025 compared to the same period in 2024, despite government initiatives aimed at stimulating demand through purchase...
Wednesday 3 September 2025
Why TSMC is holding back on advanced packaging despite soaring demand
TSMC's CoWoS capacity remains in high demand, securing its dominant position in advanced semiconductor packaging with rumored gross margins nearing 80%. However, TSMC is proceeding...
Wednesday 3 September 2025
China's OSAT leaders Tongfu, JCET advance co-packaged optics for AI data centers
Surging demand for AI, large language models (LLMS), and high-performance computing is propelling co-packaged optics (CPO) into the spotlight of the semiconductor industry. The technology...