The surge in luxury car and electric vehicle (EV) sales in Taiwan has created profitable opportunities for component suppliers, particularly in the tire sector. Bridgestone Taiwan...
Global Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
In 2024, Taiwan's smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation,...
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
US President Donald Trump's first-term restrictions on silicon carbide (SiC), intended to limit China's access to the crucial third-generation semiconductor material under national...
Universal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell...
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a...
Meta's launch of its Orion augmented reality (AR) glasses has ignited industry interest, with artificial intelligence (AI) accelerating the trend. As a result, full-color micro-LED...
Samsung Electronics unveiled its latest flagship, the Galaxy S25, on February 10, with pre-order pickups for retailers starting on February 11. According to Jacob Chen, GM of Samsung...
China's ChangXin Memory Technologies (CXMT) is emerging as a formidable player in the global DRAM market, potentially challenging Samsung Electronics and SK Hynix's market dominance...
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
