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Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Monday 27 October 2025
Darwin Precisions eyes new growth with 2026 business transformation
Darwin Precisions will remain as a key player in the display industry even amid challenges resulting from tariffs and exchange rates, according to company chairman Kuo-hsin Tsai....
Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
Monday 27 October 2025
Smiths Group plc sale of Smiths Interconnect

Smiths Group plc ("Smiths") announces that it has entered into an agreement for the sale of Smiths Interconnect to Molex Electronic Technologies Holdings, LLC ("Molex",...

Saturday 25 October 2025
Intel sees progress in foundry push, but supply strains linger
Intel Corporation's leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies...
Saturday 25 October 2025
Intel returns to profit as foundry business loss narrows
On October 24, Intel reported a return to profitability in the third quarter of 2025, posting net income of US$4.06 billion compared with a loss of US$2.92 billion in the previous...
Saturday 25 October 2025
TSIA chair talks Taiwan chipmakers' US challenges, 50-50 chip production remains unclear
Amid the advent of the artificial intelligence (AI) era and the influence of geopolitics, Taiwan's semiconductor industry continues to be a hub in the global supply chain. In response...
Thursday 23 October 2025
Samsung expresses confidence in 2nm development, reports solid progress
Samsung Electronics' Device Solutions (DS) division CTO Song Jae-hyuk expressed strong confidence in the revival of Samsung's foundry business and reported smooth progress on the...
Thursday 23 October 2025
Samsung set to roll out Ballie AI robot in Vietnam with launch imminent
Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed...
Thursday 23 October 2025
Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people...
Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion,...
Thursday 23 October 2025
Samsung reshapes executive leadership as Chairman Lee Jae-yong accelerates new strategy
Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device...
Thursday 23 October 2025
Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer
Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...
Wednesday 22 October 2025
Yageo's US$741.8 million Shibaura takeover marks rare Taiwan-Japan acquisition milestone
Yageo chairman Pierre Chen announced the successful acquisition of Japan's Shibaura Electronics and immediately traveled to Tokyo for a joint press conference with Shibaura president...
Wednesday 22 October 2025
Taiwan motherboard makers ride AI server boom as spinoffs loom
As AI server deployment accelerates, Taiwan's four major motherboard manufacturers are experiencing notable shifts in growth momentum and product mix. Following ASRock's server motherboard...