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Wednesday 19 November 2025
Acer CEO flags China's role in prolonging global memory shortage
Global memory prices are surging as shortages disrupt the consumer electronics supply chain, placing particular stress on PC makers. Executives across the sector anticipate that current...
Wednesday 19 November 2025
Huawei weighs domestic memory for Mate 80 as global chip prices jump
Global memory-chip price increases continue to intensify, putting fresh pressure on the smartphone supply chain. With DRAM and NAND prices rising across the board, several brands...
Tuesday 18 November 2025
Taiwan's new laws cripple solar industry, with impacts rippling across supply chains
Electric power equates to national strength. This principle now drives geopolitical dynamics as the global energy transition evolves into a silent market strategy battle.
Monday 17 November 2025
Taiwan's humanoid robot race heats up beyond Foxconn
Transmission component maker Hiwin Technologies has positioned itself as a key player in Taiwan's humanoid robot supply chain, with its robotics business expected to exceed 10% of...
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...
Monday 17 November 2025
Silver spike triggers second wave of price hikes across Taiwan's passive-component supply chain
Since the Trump administration's return to the White House, precious-metal prices have become increasingly volatile. Taiwan's passive-component makers are now facing rising material...
Monday 17 November 2025
Taiwan's solar industry warns stricter environmental rules could derail energy transition
With the global race toward net-zero intensifying, Taiwan's energy strategy now stands at a critical crossroads. An amendment to the Environmental Impact Assessment Act, currently...
Saturday 15 November 2025
Memory panic buying grips tech industry as shortage extends to 2027
The memory buying surge escalated into the fourth quarter of 2025, sparking panic purchases across the supply chain. According to market sources, brands and system vendors such as...
Friday 14 November 2025
Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
Friday 14 November 2025
Taiwan raises foreign worker hiring standards to protect local labor conditions
As the global AI surge continues to benefit TSMC and other semiconductor supply chain players, Taiwan's government is tightening the criteria for employing foreign migrant workers...
Friday 14 November 2025
Qisda slows acquisition drive, shifts focus to local drone supply chain
Qisda is easing the pace of acquisitions that built its sprawling corporate group. Chairman Peter Chen said the company is now concentrating on strengthening post-merger integration...
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Thursday 13 November 2025
Gogoro 3Q25 gross margin improves with three new models to boost 2026
Gogoro's operational fundamentals have improved significantly, and its success was reflected in its financial results for the third quarter of 2025. By prioritizing its focus strategy,...
Wednesday 12 November 2025
Global PMX turns profit in 3Q25 as semiconductor business surges
Global PMX achieved a turnaround to profitability in the third quarter of 2025, driven by a strong surge in its semiconductor segment and aggressive expansion of overseas production...
Wednesday 12 November 2025
Chinese EVs force Japanese automakers out of Southeast Asia into India
Chinese electric vehicle manufacturers are reshaping the global automotive market in 2025, with BYD successfully penetrating Southeast Asian markets long dominated by Japanese automakers...