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Friday 3 October 2025
Winbond eyes 3Q25 profit to offset 1H losses amid DDR4 supply tightness
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...
Friday 3 October 2025
Apple and China back BOE in expanding OLED production
Amid its legal battle with Samsung Display (SDC), BOE appears unaffected and is taking a more aggressive stance in the OLED market with the support of the Chinese government and Apple...
Friday 3 October 2025
Taiwan IPC market in recovery despite looming tariff and supply chain risks
Due to exchange rate and tariff fluctuations in the first half of 2025, Taiwan's industrial PC (IPC) manufacturers were facing pressure on continued growth. However, the situation...
Friday 3 October 2025
Alibaba backs Nvidia's physical AI stack to bridge virtual and real worlds
At the Apsara Conference 2025, Alibaba announced its AI platform will integrate Nvidia's full physical AI software stack into its developer toolkit. More than a technical update,...
Friday 3 October 2025
From cleaning floors to building cars: China's Dreame charts EV ambition

In a move that's raised both eyebrows and expectations, Chinese home appliance giant Dreame Technology, best known globally for its robotic...

Friday 3 October 2025
Nvidia's Spectrum-X dominates Ethernet switch market, surpassing Cisco
Since the generative AI (GenAI) era began in late 2022, Nvidia has been known for its GPU-driven revenue surge. Now, with the success of its Spectrum-X platform, Nvidia is replicating...
Friday 3 October 2025
BYD makes bold push in Japan but faces uphill battle for market share
Chinese new energy vehicle (NEV) leader BYD has rapidly gained visibility in Japan through aggressive price competition. However, to convert this visibility into stable market share...
Friday 3 October 2025
Research insights: Nvidia's US$100 billion OpenAI investment builds closed-loop control of AI cloud market
In September 2025, Nvidia announced plans to invest up to US$100 billion in OpenAI in phases, deploying at least 10GW of Nvidia server systems to support the development of next-generation...
Thursday 2 October 2025
Supernodes, not servers: How Alibaba, Baidu, Huawei are rewiring AI compute
At the Apsara Conference 2025, Alibaba introduced its PanJiu AI Infra 2.0 with a 128-chip supernode, the most-watched launch of the event. The debut underscores how China's cloud...
Thursday 2 October 2025
Yuan Jen expands overseas presence with Thailand investment amid challenging market conditions
Yuan Jen is broadening its international footprint with a planned investment in a Thailand subsidiary in 2025, enhancing its Southeast Asian business to meet customers' one-stop purchasing...
Thursday 2 October 2025
MicroLED smartwatches to grow tenfold by 2030
The MicroLED smartwatch market is expected to grow rapidly over the next five years, with annual shipments expanding to over 3 million units by 2030.
Thursday 2 October 2025
Taiwan semiconductor outlook turns green in August on rising demand and prices
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate indicator for August 2025 on October 1. The report noted that continued strong demand...
Thursday 2 October 2025
E Ink pauses in 4Q25 while Netronix pushes growth
The e-paper market is flourishing with diverse end applications, driving strong performance for related manufacturers. Leading e-paper maker E Ink expects a brief pause in the fourth...
Thursday 2 October 2025
Taiwan's UMC seeks 15% price cuts from suppliers in rare written notice
United Microelectronics Corporation (UMC) has formally demanded that its suppliers propose price cuts of more than 15% to take effect on January 1, 2026, an unusually aggressive move...
Thursday 2 October 2025
Intel bets its future on Nvidia's CUDA
When Intel and Nvidia announced their partnership on September 18, 2025, the US$5 billion equity stake dominated headlines. But beneath the financial fanfare lies a far more consequential...