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Tuesday 3 June 2025
BOE's OLED surge stirs déjà vu for South Korea's display sector
BOE Technology Group is fast-tracking its 8.6-generation (8.6G) OLED production line in Chengdu, raising red flags for South Korean display makers. Having already ceded LCD leadership...
Tuesday 3 June 2025
Huawei defies US sanctions with record revenue and R&D transformation
Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business...
Tuesday 3 June 2025
TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses
The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$)...
Tuesday 3 June 2025
FPCC faces ongoing challenges; expects to produce 5,500 tons of sustainable aviation fuel in 2025
Formosa Petrochemical (FPCC) held its 2025 shareholders' meeting on May 29, 2025, during which company Chairman Ming Tsao stated that US President Donald Trump's tariff and trade...
Tuesday 3 June 2025
HannStar reports loss for 2024, steps up transition to niche market applications
HannStar Display, a Taiwanese panel maker catering mainly to the small- to medium-size market segment, has reported a net loss of NT$5.325 billion (US$178 million) for 2024. The company...
Tuesday 3 June 2025
South Korean exports to the US and China fall sharply, but semiconductor sales hit record high

South Korea's exports to the US and China tumbled by more than 8% in May, reflecting growing pressures from global trade tensions and...

Tuesday 3 June 2025
US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains
Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple...
Tuesday 3 June 2025
South Korea's chip crown becomes a strategic burden

South Korea's leadership in DRAM, NAND, and high-bandwidth memory (HBM) is becoming a strategic liability amid rising US-China friction. With...

Tuesday 3 June 2025
E Ink enters new era with push into large-scale e-paper

E Ink Holdings, the global leader in electronic paper technology, held its annual shareholder meeting on May 28, with all proposals passed...

Tuesday 3 June 2025
Modem independence proves elusive as Apple and Xiaomi grapple with custom designs
Apple's first real effort to cut ties with Qualcomm's modem dominance appears to have stumbled out of the gate. Qualcomm commissioned Cellular Insights to run real-world 5G tests...
Tuesday 3 June 2025
Taiwan Cement hit by battery losses and Chinese competition; turns to AI and robotics for growth
Under intense competitive pressure from plummeting battery prices and aggressive Chinese market strategies, Taiwan Cement Corporation (TCC) has yet to achieve breakeven in its battery...
Monday 2 June 2025
MetaAge unveils ambitious 2025 Strategy: Expanding MSP, AI integration, and cybersecurity services
MetaAge, a subsidiary of Qisda, has outlined its ambitious roadmap for 2025, with a core focus on expanding its Managed Service Provider (MSP) offerings, artificial intelligence (AI)...
Monday 2 June 2025
Nanya targets 4Q25 profitability as DDR4 rivals exit
Both AI and non-AI demands in the DRAM market are showing gradual recovery signs. Nanya estimates that it will clear all inventory before the third quarter of 2025. With yield improvements...
Monday 2 June 2025
Xiaomi's XRing O1 stirs 'self-developed' chip debate with Arm DNA and custom AI engines
Xiaomi Chairman Lei Jun unveiled the company's debut in-house mobile SoC, the XRing O1, on May 22, calling it Xiaomi's "first answer sheet" in semiconductor design. Built on TSMC's...
Monday 2 June 2025
EDA cutoff lays bare China's design fragility in advanced semiconductors

China's semiconductor sector is reeling from reports that Siemens EDA has been instructed by the US Bureau of Industry and Security (BIS)...