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NEWS TAGGED 2025
Friday 8 November 2024
Flexium unlikely to see transformation yield fruit until 2H25
Flexible printed circuit board (PCB) specialist Flexium Interconnect has seen revenue, gross margin, and profit plummet in the third quarter of 2024, as the company undergoes a distressing...
Friday 8 November 2024
Ennostar returns to profitability in 3Q24 with focus on Micro LED and client partnerships
Ennostar ended its streak of eight consecutive quarterly losses in the third quarter of 2024, despite experiencing a weaker-than-usual peak season. The turnaround was achieved through...
Thursday 7 November 2024
MacBook Air upgrades to 16 GB RAM, matching AI PC standards
Apple has unveiled the new MacBook Pro featuring the M4 processor. While the MacBook Air did not receive a processor upgrade, it now comes with 16GB of memory. This update brings...
Thursday 7 November 2024
Novatek expects weaker 4Q24, looks to AI-driven edge demand for 2025 growth
Novatek posted strong revenue growth in the third quarter of 2024, fueled by high inventory demand for mobile OLED DDIs. However, gross margin slipped from the previous quarter, mainly...
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,...