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NEWS TAGGED 2025
Thursday 7 November 2024
ASML expects China revenue to drop to 20% in 2025
The Trump administration first imposed export restrictions on semiconductor equipment to China in 2019, targeting ASML's EUV lithography machines. The Biden administration has since...
Thursday 7 November 2024
Brogent forecasts record growth in 2025 with post-pandemic expansion
With the global recovery of tourism and theme park industries post-pandemic, demand for amusement equipment is surging, boosting business for leading simulation technology provider...
Wednesday 6 November 2024
Applied Materials, Lam Research reportedly urge suppliers to phase out China-sourced components
Under alleged pressure from the US government, sources reveal that Applied Materials and other major US semiconductor equipment manufacturers are instructing suppliers—both...
Wednesday 6 November 2024
BenQ Materials initiates Micro LED shipments, projects 2025 panel supply and demand to align with 2024
The polarizer market continues to face oversupply pressures, limiting average selling price (ASP) growth. BenQ Materials has strengthened its portfolio with high-value products, including...
Wednesday 6 November 2024
Nuvoton enters off-peak season in 4Q24, expects continued demand in CSP customer projects through 2025
Leading microcontroller (MCU) manufacturer Nuvoton Technology's (Nuvoton) chairman Yuan-Mou Su, stated that the fourth quarter of 2024 marks the beginning of an off-peak season, leading...
Wednesday 6 November 2024
Chicony Power eyes growth through AI, net-zero initiatives, notebook replacement demand
Taiwan's power supply provider, Chicony Power Technology, anticipates that its 2025 performance will likely surpass that of 2024, supported by multiple growth drivers. Key areas contributing...
Wednesday 6 November 2024
Elan bullish about notebook growth in 2025, with new products in tow
Leading touch controller chip firm Elan Microelectronics posted strong results in both revenue and profit for the traditional third-quarter peak season. Although the fourth quarter...
Wednesday 6 November 2024
Super Micro misses revenue estimates amid accounting concerns and GPU delays
After receiving a notification from Nasdaq regarding non-compliance with listing rules, Super Micro released its preliminary net sales, which fell short of Bloomberg's average...
Wednesday 6 November 2024
Backend firm ChipMOS cautious on 2025 capex amid DDI market concerns
ChipMOS Technology has embraced a cautious approach to capital expenditures for 2025 and anticipates that the demand for display driver ICs will experience a more pronounced correction...
Wednesday 6 November 2024
Intel CEO briefly visits Taiwan to finalize 3/2nm production capacity at TSMC
Intel CEO Pat Gelsinger was recently in Taiwan for a brief visit to meet with TSMC chairman C. C. Wei at the Hsinchu Science Park (HSP), according to sources familiar with the matt...
Wednesday 6 November 2024
Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak
Japanese IC substrate manufacturer Ibiden has lowered its overall performance forecast for the fiscal year 2024 (April 2024 to March 2025). Similarly, another IC substrate company,...
Wednesday 6 November 2024
Apple delays affordable MR device, reportedly plans to launch Vision Pro 2 first in 2025
Despite numerous rumors and stories circulating that Apple is developing an affordable mixed reality (MR) device priced around US$2,000, with a potential release as early as 2026,...
Tuesday 5 November 2024
Single's Day and GenAI set to boost year-end smartphone sales amid Apple's slowing growth momentum for 4Q24
While Apple anticipates a slight slowdown in revenue growth for the fourth quarter, industry analysts are optimistic that the Single's Day e-commerce promotion, along with price cuts...
Tuesday 5 November 2024
RichWave sees growing momentum in Wi-Fi 7, but margin erosion persists
RichWave Technology reported a decline in revenue and gross margin. While Wi-Fi 7 is growing, the rapid decline of Wi-Fi 5 and price competition in the Chinese market are concerns...
Tuesday 5 November 2024
Top CSPs commit to strong investments in AI data centers, ensuring prosperity for Taiwanese suppliers through 2025
The top three global cloud service providers (CSPs) are committing to strong investments in AI data centers, ensuring steady operations for Taiwan's data center supply chain—covering...