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Wednesday 5 November 2025
Apple’s MacBooks shine in a dull PC market
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...
Tuesday 4 November 2025
Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...
Tuesday 4 November 2025
IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery
As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...
Tuesday 4 November 2025
SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models
Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker,...
Tuesday 4 November 2025
Global smartphone shipments hit record high in 3Q25 amid new product wave
Despite ongoing challenges from tariffs, inflation, and geopolitical tensions impacting the 3C and consumer sectors, the smartphone industry showed unexpectedly resilient demand in...
Tuesday 4 November 2025
PlayNitride eyes 2026 Micro LED growth as Afeela drives automotive demand
Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange...
Monday 3 November 2025
Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan

The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics...

Monday 3 November 2025
RichWave sees strong growth in Wi-Fi 7 shipments, driving improved margins and revenue
RF front-end chipmaker RichWave has reported solid financial results for the third quarter, citing strong Wi-Fi 7 product shipments as a key factor behind an improved product mix...
Monday 3 November 2025
Win Semiconductor back in the black on US smartphone, 3D sensor demand

Win Semiconductor, the world's largest pure-play gallium arsenide (GaAs) foundry, rebounded sharply in the third quarter of 2025 on strong...

Monday 3 November 2025
Realtek reports revenue decline, maintains cautious outlook amid tariff concerns
Taiwanese integrated circuit design firm Realtek on October 29, 2025, reported a decline in its third-quarter revenue and offered a cautious forecast for the fourth quarter of 2025,...
Saturday 1 November 2025
China signals conditional easing on Nexperia exports as Washington moves to broker deal

China has offered its latest formal response to the semiconductor supply crisis surrounding Dutch chipmaker Nexperia, signalling limited...

Saturday 1 November 2025
LandMark eyes strong SiPh growth with rising long-term orders
LandMark expects its silicon photonics (SiPh) product shipments to continue increasing over the next few quarters, with fourth quarter 2025 revenue projected to match or slightly...
Friday 31 October 2025
Global notebook shipment forecast, 2026 and beyond

Introduction

Friday 31 October 2025
SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter
SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...
Friday 31 October 2025
Commentary: Trump-Xi meeting leaves core tech conflicts unresolved
After months of speculation, US President Donald Trump and Chinese President Xi Jinping met on October 30, 2025, at South Korea's Gimhae Air Base in Busan. As many analysts predicted,...