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Monday 8 December 2025
Exclusive: Tesla Powerwall orders triple in Taiwan amid growing power supply concerns
Taiwan's escalating electricity supply challenges have sparked a sharp rise in demand for home energy storage solutions, with orders for Tesla's Powerwall reportedly tripling in 2025...
Monday 8 December 2025
HEV prospect remains optimistic despite US plans to ease fuel standards
US President Donald Trump plans to relax fuel efficiency standards, reducing the average requirement for 2031 vehicles from 50.4 miles per gallon (mpg) set by the Biden administration...
Monday 8 December 2025
Ritek revives growth by becoming an AI infrastructure dark horse

Ritek Group CEO Wang Ting-chang said the group has long invested in AI-linked fields such as power, semiconductor materials, and packaging...

Monday 8 December 2025
Huawei founder sees oversupply risk, reveals training of 3,000 chip specialists
Huawei founder Ren Zhengfei said artificial intelligence is poised to deliver the most significant industrial gains over the next three to five years, but he warned that the global...
Sunday 7 December 2025
Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets
Japanese and Korean passive-component makers are diverting more capacity to high-end capacitors used in AI servers, tightening supply in mainstream electronics, and creating new openings...
Sunday 7 December 2025
Taiwan's ESMT sees memory upturn accelerating as pricing gains roll into 4Q25
Tight memory supply has lifted prices across product lines, allowing Elite Semiconductor Microelectronics Technology (ESMT) to break a two-quarter losing streak in the third quarter...
Friday 5 December 2025
Taiwan's GSEO sees double-digit growth on strength in advanced optics
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising...
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
UMC expands US supply chain with 8-inch wafer MOU with Polar Semiconductor
UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December...
Friday 5 December 2025
AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China
At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry...
Friday 5 December 2025
Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The...
Friday 5 December 2025
Smart glasses market faces five key challenges
The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands...
Friday 5 December 2025
Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects...
Friday 5 December 2025
Infineon's GaN patent wall forces global firms to rethink China ties
In the global power-device supply chain, influence is shifting quickly as AI computing demand and geopolitical tension intensify. Although AI data centers urgently need gallium nitride...
Friday 5 December 2025
China's rare-metal clamp creates a tungsten void; Lianyou builds high-value lines to capture demand
China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand...