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    MLCC became top three BOM cost items as Taiwan's top suppliers benefit from AI server demand
    9h 46min ago
    Foldable phone shipments expected to grow 30% in 2026 with Apple capturing 20% share
    9h 46min ago
    Oracle's AI data center expansion raises debt concerns but supply chain remains confident
    9h 46min ago
    Taiwan supply chain breathes sign of relief over Trump tariffs's dwindling enforceability
    9h 46min ago
    Lens Technology accelerates entry into Nvidia server supply chain through acquisition
    9h 46min ago
    Chinese transformer makers expand capacity amid global supply crunch driven by AI and green energy
    9h 46min ago
    Ex-TSMC R&D VP on advanced packaging and Morris Chang's vision
    9h 46min ago
    NEWS TAGGED SHIPMENTS
    Thursday 11 December 2025
    Pegatron reports November revenue decline amid shipment drops, expects improvement in 4Q25
    Pegatron announced its November 2025 revenue stood at NT$101.8 billion (approx. US$3.27 billion), representing a 13.6% decrease from October and a 3.74% decline compared to November...
    Thursday 11 December 2025
    US reportedly reviews TSMC-made Nvidia H200 shipments, weighs 25% duty
    US regulators have introduced a new inspection protocol for Nvidia's H200 accelerators destined for China, requiring chips manufactured by TSMC to be shipped to the US for national...
    Thursday 11 December 2025
    Khgears eyes 4Q25 robot gear mass production to boost growth
    Precision gear manufacturer Khgears International is accelerating its push into the robotics automation market, with cumulative revenue through November 2025 hitting a new high. Supported...
    Wednesday 10 December 2025
    Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

    Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

    Wednesday 10 December 2025
    Nvidia H200 clearance paves the way for HBM3E in China
    The Trump administration has authorized exports of Nvidia's H200 artificial intelligence processors to China, a decision that analysts view as a partial concession allowing restricted...
    Wednesday 10 December 2025
    Google TPU stays strong, Inventec confident for 2026 server outlook
    ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec,...
    Wednesday 10 December 2025
    Compal expects 2026 PC shipments to match 2025 levels
    ODM giant Compal reported November 2025 revenue of NT$62.968 billion (approx. US$2 billion), up 1.69% month-over-month but down 20.96% year-over-year. The cumulative revenue for the...
    Wednesday 10 December 2025
    Chenbro Micom nears record revenue fueled by strong server orders

    Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted...

    Tuesday 9 December 2025
    Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook
    Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...
    Monday 8 December 2025
    Research Insight: Strong momentum expected for data center AI chip packaging in 2025-2030
    According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in...
    Monday 8 December 2025
    Largan eyes high-end product mix as key to 4Q25 performance
    Largan Technology posted November revenue of NT$5.303 billion (approx. US$170 million), reflecting a 15.3% decrease from October and an 11.84% drop compared to November of last year,...
    Monday 8 December 2025
    Apple poised to overtake Samsung in 2025 smartphone shipments
    Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate...
    Sunday 7 December 2025
    Taiwan emerges as leading supplier of medical displays and X-ray sensors
    Taiwan has become the world's top supplier of medical displays and X-ray sensors as AUO and Innolux accelerate expansion in healthcare technologies and boost shipments to global customers...
    Friday 5 December 2025
    Foxconn reports record November sales, sees clearer 4Q25 demand
    Foxconn posted NT$844.28 billion (US$26.9 billion) in November 2025 revenue, down 5.74% month-over-month but up 25.53% year-over-year. Revenue for the first eleven months of 2025...
    Friday 5 December 2025
    Taiwan's Elan reports lower November sales as global uncertainty weighs on demand

    Elan Microelectronics, a leading Taiwanese maker of touch-controller chips, posted NT$946 million (approx. US$30 million) in revenue...

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    BIZ FOCUS
    Dec 8, 08:00
    SK hynix Honored with Two Major Titles at GSA Awards 2025
    Monday 8 December 2025
    LitePoint 2025: Shaping the Future with Wi-Fi 8 and Optical Communication Testing
    Friday 5 December 2025
    Navigating Semiconductor Demand and Supply Challenges in 2026
    Thursday 4 December 2025
    ASIC Shift for High-Speed Computing: PGC's Design Service Turnkey Platform Speeds Time-to-Market
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