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Wednesday 10 September 2025
China AI surge with 5,000 firms and 788 EFLOPS capacity, yet supply-demand mismatch persists
China's artificial intelligence industry has surged past 5,000 companies with national computing capacity reaching 788 EFLOPS, according to figures from the World Smart Industry Expo...
Tuesday 9 September 2025
Five years on, Taiwan's G2C positions local equipment makers at center of AI packaging shift
Soaring demand for AI computing is ushering the semiconductor sector into a fresh cycle of high-speed growth, pushing advanced packaging requirements to new heights. From infrastructure...
Tuesday 9 September 2025
Anli posts third-highest revenue in August 2025, returns to profitability
After two consecutive years of losses, Anli reported consolidated revenue of NT$171 million (approx. US$5.62 million) in August 2025, ranking as the company's third-highest monthly...
Tuesday 9 September 2025
Microsoft signs US$19.4 billion deal with Nebius amid surging AI cloud demands
The artificial intelligence (AI) boom continues to drive unprecedented computing power demands. Microsoft has signed a five-year AI cloud computing agreement with Nebius valued at...
Tuesday 9 September 2025
Lianyou Metals lists on Taiwan exchange, expands cobalt output amid tungsten supply squeeze
Taiwan-based Lianyou Metals, which was listed on September 9, 2025, is capitalizing on geopolitical shifts and supply chain disruptions by expanding its production of cobalt metal...
Tuesday 9 September 2025
HBM race intensifies: Micron’s yield confidence fuels supply chain bets
The high bandwidth memory (HBM) market has become one of the most competitive arenas in the semiconductor industry, with Micron Technology signaling its confidence in its position...
Tuesday 9 September 2025
UMT to double capacity by 4Q25 amid surging LEO satellite orders
Universal Microwave Technology (UMT), a Taiwan-based low Earth orbit (LEO) satellite and high-frequency communications provider, announced that its consolidated revenue for August...
Tuesday 9 September 2025
Taiwan's industrial PC firms expand role in semiconductor supply chain amid rising demand
Taiwan's semiconductor sector continues to assert its significance globally, with surging demand for advanced processing and packaging technologies driving industrial PC (IPC) manufacturers...
Tuesday 9 September 2025
TSMC and OSATs ramp up advanced semiconductor packaging amid AI-driven demand surge
TSMC and major OSAT firms are aggressively expanding their advanced packaging capacity in response to rising demand driven by AI applications. Once considered peripheral, advanced...
Tuesday 9 September 2025
Research Insights: Global auto market forms multi-track pattern
The global automotive market reached total sales of 44.42 million units in the first half of 2025, marking a year-over-year increase of 2.7%. Among these, the combined sales volume...
Tuesday 9 September 2025
Google's Nano Banana AI tool surges to 200M images, testing cloud infrastructure limits
Google's new AI image generator, codenamed Nano Banana, has drawn massive global uptake, generating or editing more than 200 million images in under two weeks. The speed of adoption...
Monday 8 September 2025
Taiwan PCB makers pivot to AI servers amid China exodus
As the four major cloud service providers (CSPs) aggressively ramp up their presence in the AI computing market, Taiwan's printed circuit board (PCB) industry is experiencing a clear...
Monday 8 September 2025
Micron targets Galaxy LPDDR5X, pressuring Samsung supply
Micron Technology is rumored to be significantly increasing its share of low-power DRAM supply for Samsung Electronics' Galaxy S series smartphones. South Korean industry insiders...
Monday 8 September 2025
Auto connector maker ACTT expands into robot cable assemblies and biomedicine
Connector and cable maker ACTT has maintained steady operations amid the ongoing trend of automotive electrification. Beyond its core focus on the automotive market, the company has...
Monday 8 September 2025
Taiwan manufacturing hits recession: industry on high alert amid tariff storm
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate signals for July 2025 on September 2, 2025, revealing that out of 21 manufacturing sectors,...