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Tuesday 30 December 2025
Four major companies get priority from memory suppliers as shortage hits PC brands
Memory prices are soaring as much as four to five times year-over-year. PC brand vendors that were originally expected to gradually finalize supply contracts with memory makers by...
Tuesday 23 December 2025
Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...
Monday 22 December 2025
Zinwell reports triple-digit revenue surge driven by 1.8GHz upgrade

Taiwan-based networking solutions provider Zinwell Corp reported a dramatic revenue rebound, with September 2025 sales soaring 216.6% year-over-year...

Friday 19 December 2025
India's iVP Semi targets 30% of renewable energy chip market through guaranteed supply model
Chennai-based iVP Semiconductor is betting it can crack India's power semiconductor market by solving a problem that global chipmakers largely ignore: the poor service experience...
Wednesday 17 December 2025
Electronics suppliers shift to flexibility amid rising geopolitical risks
Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial...
Monday 15 December 2025
The H200 gambit: Why China may buy less than Washington expects
The US government is rethinking the impact of Washington's decision to clear Nvidia's H200 exports to China after a Financial Times report suggested Beijing is prioritizing...
Friday 12 December 2025
Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound
After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...
Wednesday 10 December 2025
Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

Wednesday 10 December 2025
Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters...

Wednesday 10 December 2025
Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
Wednesday 10 December 2025
Novatek turns to ASIC as weak device demand drags November revenue
Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
Tuesday 9 December 2025
Google and Microsoft prioritize speed over cost as CSPs scramble for memory
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
Monday 8 December 2025
Cable makers see short-term gains from rising copper prices
Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory...
Thursday 4 December 2025
WiseChip expands display tech into three industries
WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However,...
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...