CONNECT WITH US
Global supply chain: Mobile, telecom, computing
Mobile, telecom, computing trends
IN THE NEWS
Friday 13 June 2025
Taiwan chipmakers struggle to gain foothold in DDR5 power management market
Taiwanese power management IC (PMIC) designers face an uphill battle in the DDR5 memory market as foreign competitors maintain dominance in the lucrative cloud computing segment,...
Friday 13 June 2025
Google Cloud Summit Taipei highlights industry collaboration and AI advancements
The Google Cloud Summit Taipei, held on June 12, brought together industry leaders, including representatives from Foxconn and Taiwan's Ministry of Health and Welfare National Health...
Friday 13 June 2025
Lisa Su unveils Helios, says AI future not led by one company
The global AI competition has intensified. Advanced Micro Devices (AMD) CEO Lisa Su revealed for the first time at the Advancing AI conference the next-generation rack-level solution...
Friday 13 June 2025
Abico Asia and Canon invest in US robotics firm Agility Robotics
As artificial intelligence (AI) increasingly merges with physical robotics, Taiwanese-based Abico Asia, together with Canon and affiliated companies, has signed an investment agreement...
Friday 13 June 2025
Functional materials player Trans-Sun taps new PC orders to power 2Q recovery
Taiwan's Trans-Sun Materials Technology posted consolidated revenue of NT$110 million (approx. US$3.67 million) in May 2025, down 6.7% month-over-month and 12.28% year-over-year....
Friday 13 June 2025
Global PMX scales key AI server component as non-auto revenue nears 50%

Taiwan's Global PMX has secured a foothold in the global AI server supply chain, becoming the sole Taiwanese vendor to deliver a critical...

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
MAtek sees steady revenue growth as AI and HPC drive demand for chip testing
Semiconductor inspection leader MAtek reported consolidated revenue of NT$429 million (US$14.3 million) in May 2025, marking a 1.89% increase from the previous year despite a 2.75%...
Thursday 12 June 2025
FCS hits monthly sales record with surging AI server and EV orders
Taiwan-based injection molding machine manufacturer Fu Chun Shin (FCS) reported its highest-ever monthly revenue in May 2025, driven by robust demand from major AI server makers and...
Thursday 12 June 2025
Huawei's Pura 80 series arrives: custom silicon, AI-native OS, pro-grade cameras

Huawei has officially launched its Pura 80 smartphone series, emphasizing next-gen imaging capabilities and AI-driven photography. During...

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
Posiflex plans full board re-election, leans on Acer alliance to strengthen succession and global resilience
Taiwan-based industrial PC and POS system provider Posiflex is taking steps to ensure long-term sustainability and corporate resilience, particularly as founder-led companies face...
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...
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...