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Friday 7 November 2025
Automotive lenses drive growth for optical companies
End-market performance is expected to reflect improving demand for automotive chips in the second to third quarters of 2026. The optical industry has benefited significantly, with...
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 revenue...
Thursday 6 November 2025
Global server market, 3Q 2025

Introduction

Thursday 6 November 2025
US and South Korea target shipbuilding; Taiwan is urged to prioritize unmanned vessels
The US and South Korea announced plans this week to revive large-scale shipbuilding cooperation, a move widely seen as a strategic response to global market pressures and geopolitical...
Thursday 6 November 2025
SK Hynix tight-lipped on Nvidia supply terms as HBM4 prices climb
SK Hynix has reportedly increased the price of its sixth-generation high-bandwidth memory (HBM4) supplied to Nvidia by over 50% compared to the previous generation HBM3E. Industry...
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
China bans Nvidia from state data centers, mandates domestic AI chips
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Thursday 6 November 2025
Samsung Electro-Mechanics reportedly joins Broadcom supply chain amid AI chip surge
Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google...
Thursday 6 November 2025
Advantech says tight DDR4 supply and rising SSD prices squeeze industrial PC margins
Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Thursday 6 November 2025
Aspeed Technology to spin off remote management unit to Cupola360
Aspeed Technology, a leading provider of baseboard management controller (BMC) SoC, announced on November 5 that it will spin off its Reality Remote Management (RRM) business (formerly...
Thursday 6 November 2025
Beyond smartphones: Qualcomm’s low-power leap into the AI data center race
Qualcomm outlined a clear roadmap for its next phase of growth, focusing on data centers and extended reality during its fourth-quarter fiscal 2025 earnings call. The company's leaders...
Thursday 6 November 2025
LG expands B2B services in Taiwan to boost smart living solutions
LG Electronics continues to diversify its operations, strengthening both R&D and sales efforts in home appliances, displays, and air conditioning for consumer markets, while pursuing...
Thursday 6 November 2025
Memory supercycle drives Samsung, SK Hynix to new market cap heights
Just 12 days after Samsung Group reached a market capitalization of KRW900 trillion (US$626.21 billion), it has surpassed the KRW1 quadrillion mark. Meanwhile, SK Group's market capitalization...
Thursday 6 November 2025
Exclusive: Asus seizes OLED crown from Samsung, VP breaks silence
The global OLED display market is fiercely competitive, becoming a key battleground for major brands. Samsung Display (SDC) and LG Display (LGD) continue to dominate the high-end panel...