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Thursday 12 June 2025
China's MLCC makers carve out 10% share — How does Semco adjust course?
Chinese multilayer ceramic capacitor (MLCC) manufacturers—including Guangdong Fenghua Advanced Technology, Chaozhou Three-Circle Group, and Eyang Technology—have rapidly...
Thursday 12 June 2025
SK Hynix warns of rockier 2H25, leans on multi-sourcing strategy
SK Hynix President and CEO Kwak Noh-jung warned that growing tariff-related uncertainty could heighten market volatility in the second half of 2025. He shared these views during the...
Thursday 12 June 2025
Taiwan passive component makers see May revenue dip under currency and trade pressures
Taiwan's passive component supply chain posted a modest revenue decline in May, as fading momentum from US-China tariff-driven rush orders and a strengthening New Taiwan dollar weighed...
Thursday 12 June 2025
Taiwan EV sales tumble as market hits adoption crossroads
Taiwan's EV registrations plunged 14.2% through May as tariffs and taxes dampen consumer appetite, with industry executives warning the market faces critical hurdles before achieving...
Thursday 12 June 2025
Oracle leans on Stargate, massive deal to justify record capex and AI cloud bets
Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence,...
Thursday 12 June 2025
Oracle sees accelerating cloud momentum as fiscal 2025 wraps with strong growth
Oracle ended its fiscal year 2025 (ended on May 31, 2025) on a high note, reporting solid fourth-quarter results and forecasting even stronger growth in fiscal year 2026, driven by...
Thursday 12 June 2025
TsangYow sees boom from surging used car market in US
Leading transmission system manufacturer TsangYow is optimistic about growth momentum in 2025, benefitting from soaring used car prices in the US and gains from its expansion into...
Thursday 12 June 2025
Chinese MCU providers pivot to humanoid robots amid genAI boom
As generative AI and humanoid robotics converge, Chinese microcontroller unit (MCU) manufacturers are shifting their strategic focus away from the automotive sector toward humanoid...
Thursday 12 June 2025
Coretronic expects June shipment surge amid quarter-end demand spike
Taiwanese display solution provider Coretronic Corp. reported unaudited consolidated revenue of NT$3.058 billion (approx. US$100 million) in May 2025, marking a 13% month-over-month...
Thursday 12 June 2025
Taiwan's Laster Tech eyes H2 boost from China's auto stimulus, Tesla Model Y deliveries
Laster Tech, a Taiwanese maker of LED automotive lighting modules, reported consolidated revenue of NT$751 million (US$23 million) in May 2025, down 7.16% from April and 12.28% from...
Wednesday 11 June 2025
Avalue acquires majority stake in Champ Vision Display to boost vertical integration competitiveness
Industrial PC (IPC) maker Avalue Technology held its annual shareholders' meeting on June 10, 2025, reaffirming its steady growth outlook for 2025 despite ongoing exchange rate volatility...
Wednesday 11 June 2025
Cathay Consolidated posts 1.78% revenue gain in May, boosted by medical and defense demand despite tariff headwinds
Cathay Consolidated Inc. reported revenue of NT$246 million (US$8.24 million) for May 2025, representing a 1.78% increase from April and a 3.09% rise compared to the same month last...
Wednesday 11 June 2025
Yen Sun ramps up AI-driven cooling shipments, eyes growth in high-end IT segment
Yen Sun Technology, a key player in automotive electronics and electronics systems, announced that deferred high-end network IT orders have begun ramping up shipments starting in...
Wednesday 11 June 2025
Automotive supplier Kian Shen balances growth investments with market uncertainties
Kian Shen Corporation has in recent years become one of the most profitable subsidiaries of its parent, Yulong Motor Group. Beyond benefiting from support from across the corporate...
Wednesday 11 June 2025
AMD nears 40% server market share in 1Q25, poised to match Intel in 2026
In 2017, AMD held nearly zero market share in the server processor segment. After CEO Lisa Su implemented a comprehensive platform strategy overhaul, AMD set ambitious goals for annual...