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Friday 14 November 2025
Taiwan's EV market heats up as Luxgen N5 prepares for debut
Taiwan's electric vehicle market (EV) is poised for a wave of new launches in the second half of 2025, with the upcoming Luxgen N5, based on Foxtron's Model B platform, attracting...
Friday 14 November 2025
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but still ahead of the US$6.68 billion market forecast....
Friday 14 November 2025
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand for AI servers and high-performance computing (HPC),...
Friday 14 November 2025
Coretronic and Radiant expand beyond displays, betting on drones and advanced optics
Taiwan's leading backlight module suppliers, Coretronic and Radiant Opto-Electronics, are diversifying into new sectors as demand in the traditional display market slows. The new...
Friday 14 November 2025
AI chip test interface demand surges; Taiwan orders visible through 2026
As AI ASIC makers accelerate the release of next-gen chips to catch up with AI GPU leaders, industry observers expect a major shift in the AI chip landscape by 2026. This transformation...
Friday 14 November 2025
Edison Opto expects automotive momentum to reboot operations in 2026
LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations...
Friday 14 November 2025
Advantech targets medical and robotics in edge AI
Embedded World North America 2025 took place in Anaheim, California, from November 4-6, 2025. Advantech, alongside partners including MediaTek, Qualcomm, Nvidia, and NXP Semiconductor,...
Friday 14 November 2025
Microip expands into North America, eyes growth in agriculture and defense tech
Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence...
Friday 14 November 2025
Fortune Electric invests NT$2.5 billion to expand transformer production amid US AI infrastructure boom
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
Friday 14 November 2025
China's supernode boom sends warning to Nvidia

Since Huawei debuted the CloudMatrix 384 (CM384) in mid-2025, China's supernode race has taken centre stage in the global AI infrastructure...

Friday 14 November 2025
SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets
SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026.
Friday 14 November 2025
China's AI silicon enters the Gulf with SenseTime at the helm
President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
Friday 14 November 2025
Potential Foxconn-OpenAI partnership to deepen AI hardware-software integrated ecosystem
At Foxconn's earnings call on November 12, 2025, chairman Young Liu teased its collaboration plan with OpenAI, which will be officially announced at Foxconn's annual Tech Day on November...
Friday 14 November 2025
Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat
Market researchers now expect Mini LED televisions to ship at nearly twice the volume of OLED sets in 2025 — roughly 1.8 times as many — marking a decisive shift in the...
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...