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Friday 27 June 2025
Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25
The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited...
Friday 27 June 2025
Efun targets semiconductor packaging and OLED displays with water and gas barrier films
Optical film manufacturer Efun held its shareholders' meeting, successfully passing all proposals. Efun highlighted that with technological advancements, the demand for next-generation...
Friday 27 June 2025
Taiwanese MCU players pushing into AI, auto, health applications to battle global uncertainties
The ongoing volatility in the global political and economic landscape, from escalating US tariffs and continuous appreciation of the New Taiwan dollar to heightened uncertainty in...
Friday 27 June 2025
Race for T-Glass heats up as AI giants lock in supply from Japan's Nittobo amid mounting shortages
Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal...
Friday 27 June 2025
AI wave powers Taiwan's corporate revenue to new highs, says CRIF
Taiwan's technology sector saw a strong rebound in 2024, fueled by soaring AI-related demand. Nvidia led the charge, supported by TSMC's advanced chip manufacturing, according to...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
IC distributors pivot to Southeast Asia under trade turbulence

With US-China tariff tensions intensifying and global manufacturers racing to decentralize their supply chains, Southeast Asia is emerging...

Thursday 26 June 2025
Jensen Huang eyes physical AI as US manufacturing begins
At Nvidia's 2025 annual shareholder meeting, CEO Jensen Huang presented the company's strategic outlook for the coming decade, emphasizing the critical role of AI infrastructure,...
Thursday 26 June 2025
Logitech creator tools target creative AI market
PC sales momentum is weak, but the peripheral market is bucking the trend, with Logitech recording strong growth from China's 618 shopping festival, according to Aries Sze, who oversees...
Thursday 26 June 2025
TSMC, ASE close ranks on PLP, 310x310mm emerges as the format to watch
Taiwanese chipmakers TSMC and ASE Holdings are quietly positioning themselves at the forefront of panel-level packaging (PLP), an emerging advanced packaging format poised to succeed...
Thursday 26 June 2025
TSMC rides AI wave to record highs as global chip rivals feel the squeeze
In a sharply bifurcated foundry landscape, TSMC continues to assert dominance, driven by surging AI demand, even as macroeconomic headwinds—including stronger tariffs and a...
Thursday 26 June 2025
Chip designers stay cautious on 3Q25 outlook despite resilient 2Q25 shipments
Taiwanese IC designers remain wary of third-quarter prospects despite stronger-than-expected second-quarter performance, as uncertainty over US tariff policies continues to cloud...
Thursday 26 June 2025
Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum
Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...
Thursday 26 June 2025
Micron projects record revenue, but analysts split on outlook
Micron reported a 36.6% year-over-year revenue jump to US$9.3 billion in the third quarter of fiscal 2025, fueled by strong DRAM demand and AI momentum. While some analysts view the...
Thursday 26 June 2025
Chinese chip giants multiplying subsidiaries in race for supply chain control

Amid rising US-China tech tensions and growing supply chain risks, China's top semiconductor companies are rapidly forming new subsidiaries...