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Tuesday 11 February 2025
Color e-paper drives growth in 2024 for E Ink and Netronix, but revenue drops in January 2025
Benefiting from the rise of color e-paper, both E Ink and Netronix enjoyed a successful 2024, with significant revenue growth. However, both companies saw a sharp year-over-year decline...
Tuesday 11 February 2025
MediaTek reports unusually surging January revenue, boosted by tariff uncertainty and China's subsidies
MediaTek reported impressive January revenue of NT$51.144 billion (approx. US$1.56 billion), marking a 22.7% increase from the previous month and a 14.94% rise year-over-year. This...
Tuesday 11 February 2025
Chenbro Micom reports robust January revenue
Chenbro Micom, a server chassis specialist, has achieved its highest January revenue in 2025 compared to the same period in previous years.
Tuesday 11 February 2025
Mitac's January revenue surges 168% on US data center demand
Mitac experienced robust growth in the fourth quarter of 2024, driven by strong demand from US data center clients. The company has successfully transitioned from motherboard shipments...
Tuesday 11 February 2025
TEL expands production, forecasts AI-driven double-digit growth in semiconductor equipment by 2026
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
Tuesday 11 February 2025
China's demand and South America's production drive global copper market dynamics
Copper has been hailed as "the oil of the new energy sector," playing an irreplaceable role in areas such as power transmission, renewable energy, and electric vehicles (EVs). Specifically,...
Tuesday 11 February 2025
GiantPlus sees brighter 2025 despite seasonal dip, shifts focus to industrial panels
GiantPlus expects a stronger 2025 as demand trends stabilize, despite a seasonal slowdown in the first quarter. Revenue is set to decline from the previous quarter but should stay...
Tuesday 11 February 2025
Critical minerals face market uncertainty amid global energy transition and geopolitical risks
The global energy transition is driving unprecedented demand for critical minerals including lithium, nickel, cobalt, copper, and rare earth elements. These resources have become...
Tuesday 11 February 2025
DeepSeek challenges memory makers SK Hynix, Samsung's HBM strategies
Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK Hynix and Samsung Electronics' positions as key suppliers...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Monday 10 February 2025
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
Suppliers report that China's retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market,...
Monday 10 February 2025
LinkCom sees growth potential in 1Q25 on strong networking demand
LinkCom's magnetic components division demonstrated robust performance in January, driven by steady networking product demand and successful Wi-Fi 7 order fulfillment. Despite the...
Monday 10 February 2025
Taiwan's aerospace ambitions rise on defense and commercial tailwinds
Taiwan's aerospace industry is gaining momentum as global demand for defense autonomy surges and the aviation sector rebounds. Industry sources note that defense and aerospace are...
Monday 10 February 2025
Major players actively position themselves as DeepSeek stimulates AI consumer demand
With the launch of DeepSeek, the application of artificial intelligence (AI) is rapidly penetrating various fields, indicating that the demand for AI consumption will further increase...
Monday 10 February 2025
Apple's upcoming product launches boost Taiwan's PCB supply chain in 1Q25
Apple's 2025 product launches are set to drive substantial growth in Taiwan's PCB (Printed Circuit Board) supply chain, with manufacturers benefiting from rising demand for AI technology...