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Thursday 16 October 2025
HPE posts record quarterly revenue but sees sharp profit decline
Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...
Thursday 16 October 2025
Fortune Electric secures second phase of Stargate orders, US market share expected to rise
Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...
Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
Wednesday 15 October 2025
Semiconductor material distributors post strong revenue growth from AI and HPC demand
Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
Wednesday 15 October 2025
Nvidia set to overtake Apple as TSMC's biggest customer in 2025
A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
BTL Group expands AI server testing, cybersecurity certification capacity
Amid the global surge in AI infrastructure development, Taiwan's professional electronic testing firm BTL Group is rapidly expanding its capabilities to meet rising demand for AI...
Tuesday 14 October 2025
Taiwanese robotics firms break records in AI automation boom
Taiwan's leading robotics and automation firms are posting record-breaking revenues this quarter, cashing in on a global surge in demand for smart manufacturing.
Tuesday 14 October 2025
A steady quarter for MediaTek, before the chill of winter demand
MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly...
Tuesday 14 October 2025
Samsung expected to post strongest profit in over three years on AI-driven chip demand
Samsung Electronics announced on October 14 that its consolidated revenue for the third quarter of 2025 is expected to reach KRW86 trillion (US$60.25 billion), with operating profit...
Tuesday 14 October 2025
OpenAI, Broadcom team up on 10GW AI accelerator project
OpenAI and Broadcom have announced a wide-ranging collaboration to co-develop and deploy 10GW of custom AI accelerators, marking one of the largest hardware initiatives yet in the...
Tuesday 14 October 2025
Skepticism clouds Anthropic's AI future despite strong enterprise ties
OpenAI continues to expand aggressively, while its main rival Anthropic struggles to match its influence and valuation. However, Anthropic still holds significant sway in software...
Tuesday 14 October 2025
SAS integrates semiconductor and renewable energy chains to boost long-term growth
Sino-American Silicon Products (SAS) is demonstrating resilience in the semiconductor and renewable energy sectors through a series of strategic initiatives. Its subsidiary, GlobalWafers...
Tuesday 14 October 2025
China's rare earth exports plunge 30% in September amid tighter controls
According to the latest data from China's General Administration of Customs, China's rare earth exports dropped sharply by 30.9% month-over-month to 4,000.3 tons in September 2025,...