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Friday 11 July 2025
China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns
The Chinese government has been vigorously promoting the "trade-in" subsidy policy since the second half of 2024, positioning it as a key tool to stimulate consumption and stabilize...
Friday 11 July 2025
SK Hynix narrows gap with Samsung as AI boom fuels HBM chip sales in Q2
SK Hynix is rapidly closing the gap with Samsung Electronics in the global memory chip race, driven by surging demand for high-bandwidth memory (HBM) used in AI applications. According...
Friday 11 July 2025
Wi-Fi 7 bundled plans drive Arcadyan's record revenue
Arcadyan's record-breaking first-half 2025 revenue was fueled by booming demand for Wi-Fi 7 devices, rising Passive Optical Network (PON) adoption, and aggressive restocking by telecom...
Friday 11 July 2025
Advanced packaging crisis hits as Asahi Kasei halts PSPI supply
Risks continue emerging one after another as the supply shortage of essential advanced packaging materials from Japan's chemical giant Asahi Kasei continues to escalate.
Thursday 10 July 2025
Jabil's infrastructure bet pays off with explosive AI-fueled growth
As competition intensifies in the AI hardware boom, Jabil is emerging as a pivotal force, leveraging its global supply chain expertise and strategic partnerships to secure long-term...
Thursday 10 July 2025
Taiwan UMT sees strong satellite orders despite June revenue dip
As the global low-Earth orbit (LEO) satellite industry enters a phase of rapid commercialization, demand for high-frequency communication components continues to climb. Taiwanese...
Thursday 10 July 2025
Taiwan's SAS group sees overseas solar momentum amid domestic slowdown
Sino-American Silicon Products Group (SAS) said that international solar cell demand is picking up steam even as Taiwan's domestic market struggles with project delays over the past...
Thursday 10 July 2025
TSMC posts record Q2 revenue despite strong currency headwinds
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of NT$263.709 billion (approx. US$8.11 billion) for June 2025, down 17.7% from May due to the sharp appreciation...
Thursday 10 July 2025
Mixed outlook for substrate market in 2H25: Price hikes mainly reflect rising costs
As the calendar moves into the second half of 2025, the traditional consumer peak season is gradually unfolding. The market expects that due to continuous increases in operating costs...
Thursday 10 July 2025
TSMC's CoPoS spurs industry shift as AI chip packaging hits glass ceiling
The global supply of CoWoS, or Chip-on-Wafer-on-Substrate, is tightening as demand for high-performance computing chips in AI applications continues to surge. These chips are simultaneously...
Thursday 10 July 2025
Philippine-made goods face higher US tariffs, affecting Taiwanese tech suppliers
Taiwan's networking industry showed divergent revenue results in June 2025, as companies navigated evolving market demands shaped by artificial intelligence (AI) and global supply...
Thursday 10 July 2025
Trump slaps 50% tariff on Brazil, while EU, India, and Taiwan await final decisions
US President Donald Trump unveiled a new round of tariff demand letters on Wednesday, including a 50% rate on Brazil, one of the highest so far announced for the levies which are...
Thursday 10 July 2025
Humanoid robots aren't ready yet, but linear actuators might change that
Tesla's decision to pause parts procurement and development for its Optimus humanoid robot has raised questions about the pace of progress in the humanoid robotics market. But supply...
Thursday 10 July 2025
Phison 2Q25 revenue hits record as NAND controller shipments surge
NAND flash manufacturers have been implementing production cuts, leading to urgent orders to surge and leaving a supply shortage for NAND controllers. Phison CEO K.S. Pua explained...
Thursday 10 July 2025
Asus June revenue hits 13-year high on AI, GPU, gaming tailwinds

Asus posted its highest monthly revenue in nearly 14 years (162 months) in June 2025, fueled by robust demand for Nvidia's GeForce RTX...