15
Jan
15
Jan
Rising memory prices lift Taiwan supply chain earnings
The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings across Taiwan’s memory supply chain and pushing operating performance to cyclical highs in the fourth quarter.
15
Jan
91APP posts record December sales as iCHEF acquisition begins to pay off
SaaS provider 91APP capped 2025 with its strongest monthly performance on record, as December sales surged following the consolidation of smart dining technology brand iCHEF, underscoring early revenue synergies from the acquisition.
15
Jan
Google launches Universal Commerce Protocol to streamline AI-driven shopping
The rise of AI agent-driven shopping is transforming retail as Google unveils its open-source Universal Commerce Protocol (UCP) to create a unified standard for AI commerce. Announced at the National Retail Federation annual conference, UCP aims to simplify the consumer shopping experience and reduce integration complexity for retailers.
15
Jan
Japan fortifies rare-earth supply chain against China risk
China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners to accelerate efforts to reduce supply-chain dependence on China.
15
Jan
Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC
As global governments accelerate investments in the semiconductor sector, Japan’s Rapidus is moving forward with its goal of mass-producing 2nm AI chips. The company maintains that its primary concern is not a potential surplus of capacity, but rather structural constraints, specifically a significant shortage of skilled professionals.
15
Jan
Apple fully embraces Google Gemini, ends mobile AI battle?
Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google’s TPU hardware, Apple will now base its future AI development entirely on the Google Gemini model. While this does not mean Apple devices will directly run large-scale Gemini services, key technologies like Siri and Apple Intelligence will be derived from Gemini going forward.
15
Jan
EU adopts minimum price commitment to manage Chinese electric vehicle expansion
The EU has introduced a minimum price commitment mechanism to address the ongoing tariff dispute with China over battery electric vehicles (BEVs). This shift comes after months of high tariffs failed to curb the growth of Chinese automakers in the European market.
15
Jan
China’s WUS to build US$300m optical-electrical PCB hub for AI systems
WUS Printed Circuit (Kunshan) Co. plans to invest up to US$300 million in a high-density optical-electrical printed circuit board (PCB) project aimed at supporting next-generation packaging and interconnect requirements for AI servers, high-performance computing (HPC), and advanced networking systems.
15
Jan
Taiwan’s Holtek sees surge in MCU sales, launches compact energy and fire-safety units
After navigating a turbulent year of US-China tariffs, Taiwanese microcontroller (MCU) maker Holtek Corp. closed 2025 with a full-year revenue of NT$3.058 billion (US$96 million), up 22.2% from the previous year. The company said it sees growth opportunities in behind-the-meter energy storage and lithium battery fire-safety solutions, with plans to roll out medium- and small-power portable storage units for the residential market, as well as compact energy-storage fire-safety products already validated with multiple clients.