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IN THE NEWS
Thursday 2 October 2025
Taiwan semiconductor outlook turns green in August on rising demand and prices
The Taiwan Institute of Economic Research (TIER) released the manufacturing business climate indicator for August 2025 on October 1. The report noted that continued strong demand...
Thursday 2 October 2025
E Ink pauses in 4Q25 while Netronix pushes growth
The e-paper market is flourishing with diverse end applications, driving strong performance for related manufacturers. Leading e-paper maker E Ink expects a brief pause in the fourth...
Thursday 2 October 2025
Taiwan's UMC seeks 15% price cuts from suppliers in rare written notice
United Microelectronics Corporation (UMC) has formally demanded that its suppliers propose price cuts of more than 15% to take effect on January 1, 2026, an unusually aggressive move...
Thursday 2 October 2025
Intel bets its future on Nvidia's CUDA
When Intel and Nvidia announced their partnership on September 18, 2025, the US$5 billion equity stake dominated headlines. But beneath the financial fanfare lies a far more consequential...
Thursday 2 October 2025
Taiwan strengthens ties with India through trade and technology initiatives
The Taiwan External Trade Development Council (TAITRA) recently organized a Taiwan Expo in New Delhi as part of Taiwan's New Southbound Policy aimed at expanding business engagement...
Thursday 2 October 2025
Samsung ex-employees indicted for leaking DRAM tech to CXMT
Seoul prosecutors have arrested and indicted three former employees of Samsung Electronics for allegedly leaking advanced nanoscale DRAM process technology to China's Changxin Memory...
Thursday 2 October 2025
China implements EV export license system to ease internal and external pressures
Starting in 2026, China will require export licenses for electric vehicles (EVs) to address international concerns over dumping and domestic overcapacity. This strategy aims to improve...
Thursday 2 October 2025
Qualcomm adopts Arm v9 amidst competitive and legal dynamics
Qualcomm's adoption of Arm's v9 architecture represents a strategic shift that balances AI capabilities, legal considerations, and competitive pressures while diversifying its technological...
Thursday 2 October 2025
Commentary: Tokyo Game Show 2025 turns business-minded; Taiwan eyes AI, VR
The 2025 Tokyo Game Show (TGS) set new records in both attendance and exhibition scale, marking a clear shift from a consumer showcase to a business-focused platform. Taiwanese gaming...
Thursday 2 October 2025
Commentary: China's computing power market faces contract cancellations as AI bubble bursts
Huatie's CNY3.69 billion (US$518.3 million) computing contract ended without delivery, indicating potential cancellations in China's computing market. Speculative contracts amid rising...
Thursday 2 October 2025
China's CNY3.69B compute contract canceled amid delivery doubts
Huatie announced the termination of a CNY3.69 billion(US$518.3 million) five-year GPU cloud computing service contract with an undisclosed Hangzhou company after zero deliveries in...
Thursday 2 October 2025
CoWoS creates turning point for 12-inch SiC
Third-generation semiconductor silicon carbide (SiC) has recently shifted industry focus from the mainstream 6-inch and 8-inch wafers to the more futuristic 12-inch SiC substrates,...
Thursday 2 October 2025
Tariffs, subsidies, and shifting demand reshape the global car market
The global automotive industry in 2025 has found itself at the eye of a geopolitical storm. Major markets—including Europe, the United States, and China—have experienced...
Thursday 2 October 2025
China to give local products 20% edge in govt purchases
Starting January 1, 2026, China will give domestic products a 20% price advantage in government procurement to support local AI chipmakers, promoting self-reliance, though advanced...
Thursday 2 October 2025
Huawei announces Meng Wanzhou as rotating chair
Meng Wanzhou, Huawei's vice chairperson and CFO, will assume the role of rotating chairperson from October 1, 2025, to March 31, 2026, according to Huawei's official website. She...