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Monday 24 November 2025
Kian Shen projects record 2026 electric bus frame orders, BMW battery box contracts to boost overseas business
Kian Shen Corporation, a vehicle frame supplier under Taiwan's Yulon Motor Group, expects to secure orders for more than 1,000 electric bus frames in 2026 as supply constraints ease,...
Monday 24 November 2025
Lightmatter's silicon photonics solution aims for commercial shipments in 2027
GlobalFoundries (GF) has recently acquired Singapore-based silicon photonics chip company Advanced Micro Foundry. Meanwhile, Lightmatter, a US silicon photonics chip company that...
Monday 24 November 2025
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as...
Monday 24 November 2025
iPhone 17 shipments and key supplier breakdown

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Friday 21 November 2025
Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese...

Friday 21 November 2025
Audix expands AI testing capacity as rare earth controls hit VCM shipments
Electronics components distributor Audix saw its manufacturing division revenue drop 13% year-on-year in the first three quarters of 2025. Its share of voice coil motor (VCM) products...
Friday 21 November 2025
Simplo Technology expands into drone battery modules with shipments starting late 2025
Simplo Technology, a battery module maker, announced it will enter the drone battery module market, beginning shipments in the fourth quarter of 2025 to
Friday 21 November 2025
Lite-On ramps up power supply capacity to meet rising demand from AI data centers
As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup...
Friday 21 November 2025
AMPACS expects 2025 revenue decline amid weak markets but projects improved margins
During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the...
Friday 21 November 2025
Eternal reportedly eyes 2026 growth with TSMC supply chain entry
Eternal is accelerating its push into semiconductor materials, expecting significant contributions by 2026. Its precision equipment shipments surged in the fourth quarter of 2025...
Friday 21 November 2025
Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response
Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October...
Friday 21 November 2025
eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments...
Thursday 20 November 2025
BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in
China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments...
Wednesday 19 November 2025
Iron Force Industrial reports slight revenue decline amid tariff challenges and strategic shifts
Automotive parts supplier Iron Force Industrial disclosed a marginal revenue decline in its first three quarters of 2025 during an earnings call on November 17, citing ongoing tariff...
Wednesday 19 November 2025
TWBM to ship rare stroke catheter guidewire in 1Q26, eyeing 50% revenue growth
Netronix-invested Taiwan Biomaterial Company (TWBM) has announced that its stroke negative pressure pump system catheter guidewire—one of only two such products available globally—is...