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NEWS TAGGED 2025
Friday 7 November 2025
AI-driven chip shortages disrupt connector and power supplies
The global semiconductor industry is facing widening supply-demand imbalances amid the AI boom, with memory and processor chips in particularly short supply. Prices have surged while...
Friday 7 November 2025
Chinese automakers achieve record Europe market share with PHEV offensive
The European automotive industry faces unprecedented challenges in 2025, grappling with slow progress in electronic/electrical (E/E) transformation and widespread internal layoffs,...
Friday 7 November 2025
Kinko Optical hits 9-year record on soaring infrared lens sales
Kinko Optical posted record October 2025 revenue of NT$405 million (approx. US$13.16 million), up 95.9% from a year earlier and 10.1% from September, the highest level in nine years...
Friday 7 November 2025
Chicony Power may obtain urgent high-wattage NB power supply orders if semiconductor supply stabilizes
Affected by seasonal slowdowns and fewer working days, Chicony Power Technology's revenue in October 2025 was NT$2.487 billion (approx. US$80.5 million), down 25.6% year-over-year;...
Friday 7 November 2025
Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu
Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and...
Friday 7 November 2025
Anthropic reportedly poised to reach US$70 billion in revenue by 2028, driven by API sales surge
AI startup Anthropic is reportedly on track to generate US$70 billion in revenue by 2028, fueled by growing enterprise adoption and rapid expansion in API sales. TechCrunch,...
Friday 7 November 2025
AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership
Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers...
Friday 7 November 2025
Trump's trade policies trigger Taiwan's US$400 billion US investment surge
Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the...
Friday 7 November 2025
Foxconn expects 4Q25 growth as AI servers, ICT products drive demand
Leading electronics contract manufacturer Hon Hai Precision Industry (Foxconn) reported October 2025 revenue of NT$895.71 billion (US$28.99 billion), up 7% sequentially and 11.29%...
Friday 7 November 2025
CHT Security posts record revenue, profit in 3Q25 with growth across three key margins
Taiwanese cybersecurity firm CHT Security announced its operational results for the third quarter of 2025 on November 5. Both revenue and profit reached new highs, with quarterly...
Thursday 6 November 2025
European tier 1 and Japanese automakers sound alarms over Nexperia chip crisis
From late October to early November 2025, geopolitical tensions surrounding Dutch chipmaker Nexperia led to a chip shortage that affected European Tier 1 suppliers and Japanese automakers,...
Thursday 6 November 2025
Winbond's DRAM bit supply to double as structural shortage extends through 2027
Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the...
Thursday 6 November 2025
Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge
Nvidia's evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing...
Thursday 6 November 2025
Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit
Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because...
Thursday 6 November 2025
Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...