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Friday 8 August 2025
Chinese companies investigated for illegal poaching of Taiwanese tech talent
The Taiwan Ministry of Justice Investigation Bureau is investigating 16 Chinese companies, including major firms such as Victory Giant Technology, Huntkey, and GoerTek, for allegedly...
Friday 8 August 2025
M31 swings to loss on FX hit, bets on sub-5nm and EV chip growth in 2H25
Silicon IP provider M31 Technology reported a net loss for the second quarter of 2025, as significant foreign exchange losses stemming from the sharp appreciation of the New Taiwan...
Friday 8 August 2025
Elan forecasts stronger 2H25 on commercial notebook demand, AI PCs to rise in 2027
Touch IC design leader Elan Microelectronics held an investor conference and shared that its second quarter performance held up relatively well, with only a limited decline compared...
Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Friday 8 August 2025
CMMT expects market recovery after tariff and exchange rate fluctuations settle
The third quarter is traditionally a peak season, but Taiwanese panel manufacturers have gradually released news of a weaker-than-expected peak. The market is concerned about whether...
Friday 8 August 2025
Trump's 100% semiconductor tariff risks second US chip shortage
US President Donald Trump unexpectedly announced on August 7, 2025, that semiconductors would face tariffs of around 100%. Taiwanese semiconductor firms are confused by the move,...
Friday 8 August 2025
Imported chips to face 100% tariff under Trump plan; Apple, Nvidia to be exempt

President Donald Trump, in a sweeping move with significant implications for the global tech industry, announced on Tuesday a 100% tariff...

Friday 8 August 2025
Airoha projects strong 1H25 growth on European expansion and optical shipments

Airoha, MediaTek's chip subsidiary, reported strong growth for the first half of 2025 driven...

Thursday 7 August 2025
Shipments of high-end AI accelerators, 2025
High-end cloud AI accelerator shipments will exceed 10 million units in 2025, with Nvidia facing growing pressure as Huawei and AWS rise.
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
Thursday 7 August 2025
Huawei's HiSilicon moves upstream with Zhuque AI display chips, pressuring Novatek and Raydium
Amid intensifying US-China tech rivalry, China is accelerating its push for semiconductor self-reliance. Huawei's chip unit HiSilicon has stepped into the smartphone touch and display...
Thursday 7 August 2025
Nvidia's hiring plans intensify Taiwan's semiconductor talent crunch

At the 2025 COMPUTEX in Taipei, Nvidia CEO Jensen Huang announced plans to establish the company's Taiwan headquarters, dubbed "Nvidia...

Thursday 7 August 2025
Qualcomm's smartphone struggles deepen as Apple, Samsung chart own paths
Qualcomm is at a critical crossroads as it attempts to pivot beyond its reliance on the smartphone business in the era of artificial intelligence and expands into growth areas such...
Thursday 7 August 2025
AP Memory optimistic on IoTRAM and IPC growth despite FX losses
Memory IC design house AP Memory reported a net loss for the second quarter of 2025, due to approximately NT$980 million (US$32.7 million) in foreign exchange losses caused by the...
Thursday 7 August 2025
UALink, Broadcom spar over Ethernet's role in AI
Despite Nvidia's absence at the 2025 OCP APAC Summit, rival factions within the anti-NVLink camp clashed over competing interconnect strategies for next-generation AI infrastructure...