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Friday 7 November 2025
Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
Friday 7 November 2025
TPK beats 3Q25 profit forecast on surging E-reader demand
Touch panel maker TPK Holding posted stronger-than-expected earnings for the third quarter of 2025, driven by a better product mix and rising e-reader demand.
Friday 7 November 2025
China smartphone AP shipments, 3Q 2025
With the Chinese smartphone market expected to recover in the first quarter of 2026, smartphone AP shipments are projected to rise 1.7% year-on-year in the fourth quarter of 2025.
Friday 7 November 2025
Cambricon hit with US$590M lawsuit from former CTO over stock buyback dispute
Chinese AI chipmaker Cambricon Technologies is facing a massive legal battle. The company's former chief technology officer, Liang Jun, has filed a lawsuit seeking CNY4.3 billion...
Friday 7 November 2025
TPK to acquire 23.83% stake in Ilitek, entering semiconductor sector
Touch panel maker TPK Holding announced plans to acquire a 23.83% stake in IC design firm Ilitek for NT$5.807 billion (approx. US$188 million), at NT$49.5 per share, making TPK the...
Friday 7 November 2025
AUO turns loss amid weak seasonality and currency headwinds
Au Optronics (AUO) reported a swing to loss in the third quarter of 2025, citing weaker-than-expected panel seasonality and foreign exchange losses. The company warned that industry...
Friday 7 November 2025
Elan Microelectronics posts solid results, eyes AI-driven growth in 2026
Touch IC leader Elan Microelectronics held an earnings call on November 6, reporting that third-quarter performance exceeded internal forecasts despite a weaker consumer market than...
Friday 7 November 2025
Google launches new TPU and Arm-based instances for AI workloads
Google has introduced Ironwood, its seventh-generation Tensor Processing Unit (TPU), designed for large-scale AI model training, reinforcement learning, and inference.
Friday 7 November 2025
Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu
Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and...
Friday 7 November 2025
“Call the mayor”: Jensen Huang’s Computex quip triggers a months-long land tussle for Nvidia’s Taipei HQ
When Nvidia CEO Jensen Huang took the stage at Computex in Taipei on May 19, 2025, his remarks about the company's new Taiwan headquarters—called "Nvidia Constellation"—sparked...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Thursday 6 November 2025
China bans Nvidia from state data centers, mandates domestic AI chips
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Thursday 6 November 2025
Arm raises forecast after record quarter fueled by soaring AI demand
Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
Thursday 6 November 2025
Arm touts AI efficiency as 'power bottleneck' hits data centers
Arm Holdings is positioning its energy-efficient chip designs as the essential solution to the global AI industry's growing power crisis, a strategy that fueled record quarterly results...
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...