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Thursday 7 August 2025
Beyond commodities: aerospace charts a new course for Taiwan's manufacturing sector
As price-cutting pressures weigh heavily on the consumer electronics supply chain, some Taiwanese manufacturers are finding a lifeline in the high-barrier world of aerospace and defense...
Thursday 7 August 2025
AP Memory optimistic on IoTRAM and IPC growth despite FX losses
Memory IC design house AP Memory reported a net loss for the second quarter of 2025, due to approximately NT$980 million (US$32.7 million) in foreign exchange losses caused by the...
Thursday 7 August 2025
Global chip giants unleash US$135 billion fab spending spree as AI demand soars
Capital expenditures by the world's top ten semiconductor manufacturers are projected to reach US$135 billion in 2025, marking a 7% increase from the previous year. This rebound signals...
Thursday 7 August 2025
Rohm's operating profit plunges 80% in 1QFY25; new SiC MOSFET launched early to counter China competition
Japanese manufacturer Rohm experienced a significant drop in operating profit during the first quarter of fiscal year 2025. However, the company has decided to accelerate the launch...
Thursday 7 August 2025
Taiwan’s Scientech posts record 1H25 profit, warns on FX impact as orders surge
Semiconductor equipment provider Scientech posted record revenue, gross margin, and operating profit for the second quarter of 2025. However, a sharp appreciation of the New Taiwan...
Thursday 7 August 2025
Analysis: TSMC gains breathing room as US chip tariff exempts domestic production
US President Donald Trump and Apple CEO Tim Cook held a press conference to announce upcoming semiconductor tariffs and Apple's new US$100 billion investment in the US, increasing...
Thursday 7 August 2025
Chicony Electronics aims for growth in 2H25 driven by Windows 11 and AI PC replacement demand
Chicony Electronics successfully navigated the challenges posed by the New Taiwan Dollar's significant appreciation in the second quarter through effective management of non-operating...
Thursday 7 August 2025
AUO pushes strategic shift toward asset-light model amid global realignment
AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese...
Thursday 7 August 2025
ASE challenges TSMC’s photonics play with CPO packaging push
At the inaugural Open Compute Project (OCP) APAC Summit in Taipei, ASE Group Executive Vice President Tingu Yin Chang said surging AI computing demand has become the primary catalyst...
Thursday 7 August 2025
Ablecom breaks into AI server big league with surging growth, global expansion
Ablecom Technology, a leading server chassis manufacturer, has launched a new business unit to support increasing demand from AI server customers. The company plans to scale production...
Wednesday 6 August 2025
Monitor & NB panel prices remain stable through August
Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.
Wednesday 6 August 2025
DB Hitek rides China demand surge, targets growth in mature power semiconductors
In its second-quarter 2025 financial report, South Korean foundry DB Hitek reported strong performance driven by increased orders from Chinese customers amid rising US-China semiconductor...
Wednesday 6 August 2025
Fortune Electric partners with NTT DATA to upgrade Guanyin Plant 2 with smart manufacturing
The rise of AI and green energy is increasing electricity demand and stressing power reliability. In response, Taiwan's Fortune Electric is partnering with Japanese IT giant NTT DATA...
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion)...
Wednesday 6 August 2025
Infineon Technologies AG optimistic about semiconductor market outlook, raises 2025 fiscal year performance forecast
Infineon Technologies AG, the German semiconductor manufacturer, reported flat revenue and lower net profits for the third quarter of fiscal year 2025 compared to last year. Despite...