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Thursday 24 July 2025
China-Taiwan trade heating up amid US tariffs saga
Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring,...
Thursday 24 July 2025
Samsung and Vivo duel in Taiwan's foldable market as penetration nears double digits
Samsung and Vivo are ramping up competition in Taiwan's foldable phone segment. Following the launch of Samsung's latest Galaxy Z series with a bold 30% year-over-year growth target,...
Thursday 24 July 2025
TSMC sees 2nm orders surge; related capacity to reach 200,000 units by 2028
TSMC has continued to accelerate its development of sub-2nm processes despite market expectations that clients would turn cautious with their 2nm orders, given the quote for the process...
Thursday 24 July 2025
SK Hynix reassures on China fabs with stable VEU status amid US AI chip export easing
SK Hynix addressed concerns about the potential impacts of tightening US export controls on its fabrication operations in China, adding no change in the company's validated end user...
Thursday 24 July 2025
New trade deal likely to have minor effect on Japanese auto market, say analysts
With Japan agreeing to invest US$550 billion in US markets and open sectors including automobiles, rice, and agricultural products under a new trade agreement in exchange for the...
Thursday 24 July 2025
SK Hynix optimistic on HBM demand amid AI growth, highlights next-gen DRAMs
In SK Hynix's second-quarter earnings call, the company emphasized strong confidence in the sustained growth of HBM, driven by increasing AI workloads and emerging applications like...
Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...
Thursday 24 July 2025
SK Hynix announces 2Q25 financial results
SK Hynix Inc. (or "the company") announced today that it has recorded KRW22.232 trillion in revenues, KRW9.2129 trillion in operating profit(with an operating margin of 41%), and...
Thursday 24 July 2025
Hiwin secures two major awards in Italy
Taiwan-based mechanical motion control component maker Hiwin Technologies has recently made progress in expanding its presence in the European market, announcing that its Italian...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Thursday 24 July 2025
Why it’s too early to write off Tim Cook
Apple is currently facing turbulent times, with mounting market criticism focusing on its lack of product innovation, lagging development in generative AI (GenAI), and executive personnel...
Thursday 24 July 2025
China gains ground on Taiwan's OSAT dominance amid pricing revolt
Taiwan continues to dominate the global outsourced semiconductor assembly and test (OSAT) market, but China is catching up quickly. Driven by state-backed chip self-reliance efforts,...
Thursday 24 July 2025
AWS shutters Shanghai AI lab, following Microsoft and IBM exits
AWS has confirmed that its last overseas research institute, located in Shanghai, has officially disbanded, stating that this organizational adjustment aligns with the company's future...
Wednesday 23 July 2025
Bosch to cut 1,100 jobs in Germany as it shifts focus to semiconductor expansion
Bosch plans to restructure its Reutlingen manufacturing site in Germany, with up to 1,100 jobs set to be cut as part of a broader cost-cutting initiative. The company cited shifting...
Wednesday 23 July 2025
Strong pre-orders for Galaxy Z7 series raise likelihood of Samsung trifold smartphones coming to Taiwan
Samsung has reported strong pre-orders in Taiwan for its latest Galaxy Z7 series, with the vendor assessing the feasibility of bringing its trifold devices to the Taiwanese market...