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Thursday 6 November 2025
Samsung Electro-Mechanics reportedly joins Broadcom supply chain amid AI chip surge
Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google...
Thursday 6 November 2025
ODMs slash non-China manufacturing targets to 40% as tariff eases
The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented...
Thursday 6 November 2025
Advantech says tight DDR4 supply and rising SSD prices squeeze industrial PC margins
Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability...
Thursday 6 November 2025
Tech war embroiled Taiwan sees fragile truce in Trump-Xi summit
Following the Trump-Xi summit in South Korea, US-China relations appear to have stabilized temporarily, avoiding immediate escalation in hostilities. However, senior Taiwanese officials...
Thursday 6 November 2025
ASML reframes its China strategy with advanced packaging debut of TWINSCAN XT:260
ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer...
Thursday 6 November 2025
Cambricon's NeuWare breaks China's dependence on Nvidia CUDA
In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Thursday 6 November 2025
Aspeed Technology to spin off remote management unit to Cupola360
Aspeed Technology, a leading provider of baseboard management controller (BMC) SoC, announced on November 5 that it will spin off its Reality Remote Management (RRM) business (formerly...
Thursday 6 November 2025
Beyond smartphones: Qualcomm’s low-power leap into the AI data center race
Qualcomm outlined a clear roadmap for its next phase of growth, focusing on data centers and extended reality during its fourth-quarter fiscal 2025 earnings call. The company's leaders...
Thursday 6 November 2025
LG expands B2B services in Taiwan to boost smart living solutions
LG Electronics continues to diversify its operations, strengthening both R&D and sales efforts in home appliances, displays, and air conditioning for consumer markets, while pursuing...
Thursday 6 November 2025
China takes the self-driving wheel as chip war pushes Nvidia out
In 2025, the autonomous vehicle industry has become the focal point of a technological cold war. The United States and China are engaged in a high-stakes competition where chips,...
Thursday 6 November 2025
Memory supercycle drives Samsung, SK Hynix to new market cap heights
Just 12 days after Samsung Group reached a market capitalization of KRW900 trillion (US$626.21 billion), it has surpassed the KRW1 quadrillion mark. Meanwhile, SK Group's market capitalization...
Thursday 6 November 2025
Exclusive: Asus seizes OLED crown from Samsung, VP breaks silence
The global OLED display market is fiercely competitive, becoming a key battleground for major brands. Samsung Display (SDC) and LG Display (LGD) continue to dominate the high-end...
Thursday 6 November 2025
Taiwan machinery exports to rebound in 2Q26 as trade tensions ease
Despite tariff and exchange rate uncertainties clouding the global outlook, Taiwan's machinery industry remains on its growth track in 2025, supported by strong demand from the AI...
Thursday 6 November 2025
Early orders and tariff fears cool NB demand in holiday quarter

The traditional year-end peak for notebook shipments has failed to materialize in the fourth quarter of 2025, with demand weaker than...