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Thursday 2 October 2025
ODM shifts to server demand as 4Q25 consumer market weakens
Consumer electronics like notebooks are losing momentum amid a sluggish 2025 market. However, AI-driven server demand is surging, providing sustained growth for ODMs.
Wednesday 1 October 2025
Notebook shipment update, August 2025

Introduction

Wednesday 1 October 2025
Qualcomm's 2025 Snapdragon Summit: solid upgrades but AI vision falls short
Qualcomm's annual Snapdragon Summit officially concluded last week and benchmark scores for the new products are now being released. Overall, Qualcomm has delivered significant upgrades...
Wednesday 1 October 2025
DDR4 price surge pressures IPCs to transition to DDR5
The global market for key components has recently seen another wave of price fluctuations. Memory products are experiencing especially significant increases, impacting the industrial...
Wednesday 1 October 2025
Hotai Motor expects strong Q4 despite lingering market uncertainty
Despite ongoing uncertainty in Taiwan's auto market and a slower-than-expected recovery in showroom traffic, Hotai Motor Co. remains cautiously optimistic about achieving its full-year...
Wednesday 1 October 2025
OpenAI posts US$7.8b operating loss despite US$4.3b revenue in 1H25
OpenAI's revenue in the first half of 2025 reached US$4.3 billion, already surpassing its full-year 2024 revenue. However, due to persistently high R&D expenditures, the company...
Wednesday 1 October 2025
Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
In recent years, the automotive industry has shifted from traditional mechanical manufacturing to a new era of intelligence and connectivity. The introduction of technologies such...
Wednesday 1 October 2025
Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips
Kioxia and its long-time partner SanDisk announced on September 30 that their new chip factory in northern Japan has officially begun operations, a strategic move to meet the surging...
Wednesday 1 October 2025
Malaysian EMS giant posts first quarterly loss in five years on tariffs
V.S. Industry Bhd. reported a rare quarterly loss, its first in more than five years, as reciprocal tariffs and weaker customer demand weighed on sales. The Malaysian electronics...
Wednesday 1 October 2025
LG Electronics India eyes US$8.7 billion valuation in October IPO
LG Electronics Inc.'s Indian unit is preparing to launch its long-awaited initial public offering on October 7, 2025, targeting a valuation of up to INR774 billion (US$8.7 billion),...
Wednesday 1 October 2025
US sanctions push YMTC's NAND share below 5% in 2Q25
US sanctions are taking a toll on one of China's top chipmakers, Yangtze Memory Technologies (YMTC), as its share of the global NAND flash memory market has slipped below 5%.
Wednesday 1 October 2025
Appointment highlights Samsung's strategy to strengthen India's semiconductor R&D leadership
Samsung Electronics has reportedly appointed Rajesh Krishnan as the new head of Samsung Semiconductor India Research (SSIR), signaling a strategic push to strengthen local R&D...
Wednesday 1 October 2025
SEMI chief: Taiwan-India synergy to shape semiconductor future
Ajit Manocha, president and CEO of Semiconductor Equipment and Materials International (SEMI), underscored Taiwan's role as a central innovation hub in the global semiconductor eco...
Wednesday 1 October 2025
Apple supplier BOE expands beyond displays with robotics and AI software unit
BOE Technology, a major Apple display panel supplier, has established a wholly owned subsidiary to expand into robotics and artificial intelligence (AI) software. Sina and...
Tuesday 30 September 2025
Rising AI glasses challenge next-generation smartphone designs
The AI glasses jointly launched by Meta and Ray-Ban have been selling well. With strong promotion from other major brands such as Google and Samsung Electronics, AI glasses are now...