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Friday 5 December 2025
Taiwan's GSEO sees double-digit growth on strength in advanced optics
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising...
Friday 5 December 2025
Foxconn reports record November sales, sees clearer 4Q25 demand
Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025...
Friday 5 December 2025
UMC expands US supply chain with 8-inch wafer MOU with Polar Semiconductor
UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December...
Friday 5 December 2025
AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China
At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry...
Friday 5 December 2025
Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The...
Friday 5 December 2025
Smart glasses market faces five key challenges
The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands...
Friday 5 December 2025
Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects...
Friday 5 December 2025
Infineon's GaN patent wall forces global firms to rethink China ties
In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride...
Friday 5 December 2025
China's rare-metal clamp creates a tungsten void; Lianyou builds high-value lines to capture demand
China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand...
Friday 5 December 2025
AI power boom exposes Western GaN dilemma as firms still route through China
TSMC's decision to exit the gallium nitride (GaN) foundry market has set off a major restructuring of the global power device supply chain toward China-independent models and sharpened...
Friday 5 December 2025
CHPT eyes double-digit growth in 2025 as Wei-kuo Hong becomes corporate representative
Testing interface manufacturer Chunghwa Precision Test Tech (CHPT) reported that due to seasonal factors at the end of the year, revenue for November 2025 declined both year over...
Friday 5 December 2025
Navigating?Semiconductor?Demand?and?Supply?Challenges?in?2026

As the semiconductor industry braces for tighter supply and surging demand in 2026, NewPower Worldwide emerges as a critical partner for companies seeking stability...

Friday 5 December 2025
Taiwan's Anli's drone program reaches mass production, setting stage for 2026 expansion
Anli International Chairman Chen-Kun Hsu says the company's push into two major markets—automotive components and server hardware—is beginning to take shape. At the same...
Friday 5 December 2025
Lingsen rides AI-driven memory test surge, expanding capacity and adjusting prices
Taiwan's dedicated chip backend house Lingsen Precision Industries is stepping up capacity expansion and price adjustments as AI-fueled demand for memory chip testing accelerates...
Friday 5 December 2025
Glotech sees growing demand for quartz cloth on M9 CCL shift
Glotech Industrial said it is increasing shipments of quartz-fiber yarn samples to Japanese customers as the supply chain prepares for Nvidia Corp.'s next-generation Rubin AI server...