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Thursday 14 August 2025
Taiwan tech supplier enters defense sector via counter-drone systems
Taiwanese electrical parts manufacturer Cub Elecparts announced on August 11 that it will partner with an international defense technology company to officially enter the counter-drone...
Thursday 14 August 2025
Taiwan auto parts makers ride US demand wave, but forex headwinds persist

Taiwan's automotive aftermarket (AM) suppliers are enjoying record revenues on the back of strong US demand, but the appreciation of...

Thursday 14 August 2025
Gemtek experienced a 51.5% drop in revenue in July, citing ongoing challenges with its transition
Networking equipment manufacturer Gemtek reported a significant drop in revenue for July 2025 and the first half of the year due to strategic changes in its business model. The company's...
Thursday 14 August 2025
Taiwan's Fitipower eyes PMIC expansion as DDI market softens
Taiwanese IC design house Fitipower Integrated Technology expressed cautious optimism for the remainder of 2025 during its earnings call on Thursday, pointing to continued strength...
Thursday 14 August 2025
Synnex reports a 7% revenue drop in 2Q25 due to currency and receivables issues
Synnex Technology International Corp. reported a 7% decrease in revenue for the second quarter of 2025, largely due to unfavorable exchange rates and a substantial provision for accounts...
Thursday 14 August 2025
Rubin testing supply chain takes shape: Taiwanese firms invest heavily in AI accelerator opportunities
With Nvidia's Rubin GPUs powering the next generation of AI servers scheduled to enter the market in the second half of 2026, recent developments show an accelerated expansion in...
Thursday 14 August 2025
Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban
Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission...
Thursday 14 August 2025
Tencent widens AI chip sourcing as Beijing puts H20 under the microscope
Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...
Thursday 14 August 2025
Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
Thursday 14 August 2025
Robotics and reshoring boom drives robust precision gearbox demand for Apex Dynamics
Apex Dynamics, Taiwan's leading manufacturer of planetary gearboxes, sees robust market potential for high-precision components such as planetary gear reducers and gearboxes. The...
Thursday 14 August 2025
Huawei fast-tracks Mate 80 launch, backed by 10+ key Chinese suppliers in Apple rivalry
Huawei will launch its 2025 flagship Mate 80 series in October, moving up its schedule to land near Apple's iPhone 17 debut in early September, according to supply chain sources....
Thursday 14 August 2025
GMT warns of slower 2H25 growth as tariff uncertainty persists
Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
Thursday 14 August 2025
China's leading SiC epitaxy plants see quarterly order surge, signaling market bottom
China's SiC industry faces oversupply as 6-inch substrate prices plunge, prompting a strategic pivot to 8-inch wafers
Thursday 14 August 2025
US chip-gear maker sued in China over alleged trade secret theft
Top US chip-equipment supplier Applied Materials Inc. was sued by a rival in China over what that company characterized as trade secret theft, a further escalation in the technology...