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Monday 24 February 2025
Siemens Energy flags supply chain constraints among Taiwan's energy transition
Siemens Energy is grappling with supply chain bottlenecks for critical components as Taiwan pushes forward with its ambitious energy transition plans, according to Richard Li, Managing...
Friday 21 February 2025
Rayzher hits record 4Q24 revenue with 68% growth; eyes wafer fab expansion demand in 2025
Rayzher posted consolidated revenue of NT$633 million (approx. US$19.34 million) in the fourth quarter of 2024, marking a 68.24% year-over-year increase and a new quarterly record.
Friday 21 February 2025
LMFP battery maker HCM grows overseas presence
Lithium manganese iron phosphate (LMFP) battery manufacturer HCM stated that the company's LMFP materials have successfully entered the US battery supply chain, noting that its customers...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...
Thursday 20 February 2025
Murata prepares for future expansion with test production in India
Japanese iPhone component maker Murata Manufacturing (Murata) has begun test production in India to address growing domestic demand, with plans to gradually expand its manufacturing...
Thursday 20 February 2025
DeepSeek R1 sparks surge in China's Nvidia H GPU demand
The Chinese computing power market has experienced significant growth following the debut of DeepSeek R1. According to market sources, the end of the Lunar New Year holidays has increased...
Thursday 20 February 2025
SMIC expands Beijing fab as capital spending holds steady in 2025
SMIC is advancing the second phase of its Beijing wafer fab, set to break ground in early 2025. The project, expected to be the city's largest logic IC foundry, comes with a total...
Tuesday 18 February 2025
'Giant screen storm' hits TV market, bringing end to panel production cuts
A 'giant screen storm' is currently underway as a result of the market's surge in ultra-large TVs, which will greatly contribute to the reduction in production capacity. If this trend...
Tuesday 18 February 2025
Commentary: Intel's 18A advantage undermines the case for a TSMC takeover
Pat Gelsinger's exit as Intel's chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced...
Tuesday 18 February 2025
ASE to increase spending in 2025 for expansion, new Malaysia plant reportedly set to open
Global packaging and testing leader ASE Technology Holdings (ASE) expects total capital expenditure (capex) for the year to grow significantly by over 60%, primarily allocated for...
Tuesday 18 February 2025
SMIC and Hua Hong expand capacity despite US curbs and domestic oversupply
Despite technological restrictions from the US and its allies, SMIC and Hua Hong Semiconductor remain dedicated to investment and continue to expand their production capacity, highlighting...
Monday 17 February 2025
International drone makers seek varying partnerships with Taiwanese firms
Global manufacturers are increasingly turning to Taiwan as they seek to diversify their drone supply chains away from China, according to industry insiders. However, as countries...
Monday 17 February 2025
Taiwan leads offshore wind growth but faces engagement and admin challenges
The global offshore wind industry has continued to face changes in the political and economic landscape. In Taiwan's case, while developers have faced numerous supply chain and policy...
Friday 14 February 2025
IC design firms navigate price cuts and capacity expansion amid uncertain market demand in 2025
Due to the continuous expansion of China's mature process capacity and the ongoing requests from downstream customers for price reductions, the industry is very curious about the...
Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...