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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...
Wednesday 19 November 2025
AI and chip demand drives Taiwan air freight rates higher
Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
Wednesday 19 November 2025
Vivo sub-brand iQOO to enter Taiwan smartphone market with launch scheduled for November 28
Vivo's smartphone sub-brand iQOO is set to debut in Taiwan on November 28, introducing its iQOO 15 flagship model. Industry analysts project limited overall market growth due to Taiwan's...
Wednesday 19 November 2025
Iron Force expands into AI cooling systems with new factory
In recent years, Taiwan's automotive component makers have aggressively expanded into adjacent high-growth sectors, including thermal modules for AI servers and parts for semiconductor...
Tuesday 18 November 2025
Samsung, SK Hynix inventory drop signals AI memory supercycle
South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
Tuesday 18 November 2025
Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

Samsung Electronics has released its regulatory filing for the third quarter of 2025, revealing that Google—whose parent company...

Sunday 16 November 2025
Semco eyes big tech deals in the glass substrate boom
Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough...
Friday 14 November 2025
Carbon fiber specialist Bonny Worldwide expands into Airbus supply chain
Carbon fiber composite manufacturer Bonny Worldwide has successfully expanded from the sports equipment sector into the aerospace industry, partnering with Taiwan's Aerospace Industrial...
Friday 14 November 2025
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India's smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million units, according to IDC data released recently. The...
Friday 14 November 2025
Coretronic and Radiant expand beyond displays, betting on drones and advanced optics
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new...