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IN THE NEWS
Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...
Wednesday 10 December 2025
Planet Technology maintains margins despite rising memory costs
Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent...
Wednesday 10 December 2025
Hygon–Sugon mega merger collapses in China's compute sector
China's biggest planned consolidation in domestic computing power has collapsed, jolting the sector. Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced...
Wednesday 10 December 2025
Tesla restarts solar leasing business, opening opportunities for Taiwanese firms
As the end of 2025 approaches, Tesla has returned to the solar market and relaunched its residential solar leasing business. Active across renewable energy, AI, autonomous driving,...
Wednesday 10 December 2025
Trump greenlights Nvidia's H200 for China, reshaping AI arms race
The Trump Administration has cleared Nvidia's H200 chips for export to China, imposing a 25% revenue share and restricting sales to "approved customers". Even with those limits, the...
Wednesday 10 December 2025
US allows Nvidia H200 chip exports to China, but Beijing may impose restrictions
Despite US President Donald Trump's decision to permit the export of Nvidia Corporation's advanced H200 chips to China, reports indicate that Beijing might enforce limitations on...
Wednesday 10 December 2025
TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27
Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...
Wednesday 10 December 2025
South Korea's EV charging industry seeks localization to overcome market challenges
South Korea's electric-vehicle (EV) charging industry has long held a technological edge, with world-class hardware and contributions to international standards. Yet its domestic...
Wednesday 10 December 2025
US clears Nvidia H200 shipments, challenging China's tech ambitions
Washington's decision to authorize Nvidia H200 chip exports to China has triggered a strategic debate within Beijing's technology sector. Chinese companies must now balance immediate...
Wednesday 10 December 2025
SK Hynix says no decision yet on potential US ADR listing of treasury shares
SK Hynix is considering listing its treasury shares on the US market via American Depositary Receipts (ADRs) but has not made a final decision, the company said. This statement follows...
Wednesday 10 December 2025
Export controls eclipse tariffs as Asia’s top chip risk, says Singapore semiconductor leader
Singapore is reinforcing its role as a neutral semiconductor hub while urging Southeast Asian nations to integrate their supply chains, as complex US export controls overtake tariffs...
Wednesday 10 December 2025
H200 returns to China's market, but local chipmakers have already built resilience
US President Donald Trump has announced that Nvidia's H200 will be allowed to return to the Chinese market after Jensen Huang's lobbying efforts. Nvidia is expected to resume securing...
Wednesday 10 December 2025
Tesla sees 70% delivery surge in Taiwan in 4Q25; 2025 in-stock car sold out
Tesla continues to demonstrate strong growth momentum in Taiwan's new-car market, with all in-stock Model 3 and Model Y units for the current quarter already sold out. Coordinated...
Wednesday 10 December 2025
Analysis: US eases Nvidia chip ban, marking pivot in China tech strategy
The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies...
Wednesday 10 December 2025
Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...