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Sunday 3 August 2025
Tong Hsing bets on 800G and GaN to offset currency-driven profit slide
Tong Hsing Electronics, a key player in the backend packaging and testing of CMOS image sensors (CIS), held its quarterly investor conference on July 29, 2025. The company warned...
Saturday 2 August 2025
Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand
Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses,...
Saturday 2 August 2025
Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...
Friday 1 August 2025
AI talent's potential to revive Taiwan's traditional industries
As Taiwan's AI server production and shipments continue to expand, high-performance computing chips are driving strong demand in manufacturing, packaging, and testing, making Taiwan's...
Friday 1 August 2025
Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong
Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...
Friday 1 August 2025
Horng Terng fully booked with orders amid AI chip cooling demand surge
Horng Terng Automation, a leading manufacturer of advanced semiconductor packaging equipment, has leveraged its joint development efforts with packaging clients and mastery of critical...
Friday 1 August 2025
UMT posts record revenue as low-Earth orbit satellite demand soars

Riding a wave of surging demand for low-Earth orbit (LEO) satellite communications, Universal Microwave Technology (UMT) posted record...

Friday 1 August 2025
Leadframe maker CWTC sustains growth momentum in 2Q25 despite currency headwinds
Chang Wah Technology Co., Ltd. (CWTC), a leading Taiwanese leadframe manufacturer, demonstrated operational resilience in the second quarter of 2025, weathering currency headwinds...
Friday 1 August 2025
ASE maxes out Taiwan backend capacity on AI, automotive demand
ASE Holdings posted solid growth in advanced packaging and testing in the first half of 2025, fueled by robust demand for AI-related high-performance computing (HPC) chips. However,...
Friday 1 August 2025
Delta Electronics bets on AI as sole growth driver in 2025, L2A data center cooling in short supply
At Delta Electronics' earnings call on July 31, Chairman Ping Cheng made a bold prediction: "Only AI will thrive in 2025." Cheng noted that the second half of the year is expected...
Friday 1 August 2025
TSMC states exchange rates are uncontrollable as Taiwan's foundry sector faces significant pressure in 3Q25
The violent appreciation of the New Taiwan dollar (NT dollar) is gradually showing its impact. In the second quarter of 2025, the NT dollar appreciated by more than 10%, hitting export-oriented...
Friday 1 August 2025
CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026
Unimicron Technology said AI-related products will account for more than 30% of its 2025 revenue and could surpass 40% in 2026. However, near-term profitability is under pressure...
Friday 1 August 2025
Liteon turbocharges Taiwan-US expansion as AI drives growth surge
Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains...
Friday 1 August 2025
MediaTek leads India's smartphone market rebound
India's smartphone market rebounded in the second quarter of 2025, growing 8% in volume and 18% in value year-over-year, according to Counterpoint's market tracker. The recovery...
Friday 1 August 2025
China's auto sector spirals into chaos, component makers in despair
China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...