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Wednesday 5 November 2025
AI drives memory price spike; Xiaomi braces for cost shock, GigaDevice cashes in
Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving...
Wednesday 5 November 2025
Apple’s MacBooks shine in a dull PC market
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...
Tuesday 4 November 2025
iPhone 17 sales exceed expectations to drive strong momentum in China for first quarter of FY26
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...
Tuesday 4 November 2025
Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...
Tuesday 4 November 2025
Cisco unveils Unified Edge platform to capture AI inference market
Targeting the shift of AI workloads toward distributed computing, Cisco has unveiled its new Unified Edge solution. The platform integrates computing, networking, storage, and security...
Tuesday 4 November 2025
IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery
As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...
Tuesday 4 November 2025
HPC and smart power reshape auto semiconductor market
The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...
Tuesday 4 November 2025
Merry Electronics drives growth with headsets, medical products in 3Q25
Acoustics specialist Merry Electronics delivered solid operational results in the third quarter of 2025, with revenue reaching a nearly three-year high for the same period. This reflects...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025
Global smartphone shipments hit record high in 3Q25 amid new product wave
Despite ongoing challenges from tariffs, inflation, and geopolitical tensions impacting the 3C and consumer sectors, the smartphone industry showed unexpectedly resilient demand in...
Tuesday 4 November 2025
Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and...
Tuesday 4 November 2025
Global VCs shift focus to AI, quantum, and defense
Global venture capital markets have shown signs of recovery in 2025 despite challenging conditions, including reciprocal tariffs announced by US President Donald Trump and ongoing...
Tuesday 4 November 2025
MediaTek and Realtek see glimmers of growth in a sluggish auto market
While global carmakers and supply chain players remain cautious about automotive market prospects, several Taiwanese chip designers are signaling quiet optimism. Leading international...
Tuesday 4 November 2025
Chinese PCB firms quietly advance next-gen CoWoP packaging
A significant divergence emerged as Taiwan and China concluded their major PCB industry exhibitions in late October 2025. While Taiwanese manufacturers focused on supply bottlenecks...