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    NEWS TAGGED DEMAND
    Saturday 19 April 2025
    TSMC's trade war strategy: 3 bold moves to stay on top
    As Washington escalates tariff tensions, imposes new AI chip restrictions, and pressures chipmakers to invest in the US, TSMC finds itself navigating three major challenges that could...
    Friday 18 April 2025
    Yageo posts strong Q1 results, eyes growth in AI and EV sectors
    Taiwanese passive component manufacturer Yageo reported first-quarter operating results that exceeded market expectations, driven by a gradual normalization of inventory levels among...
    Friday 18 April 2025
    Taiwanese passive component sector navigates tariff uncertainties despite record-breaking revenue
    Taiwan's passive component industry has demonstrated strong growth in the first quarter of 2025, overcoming typical seasonal declines. Major companies in the sector, including Yageo,...
    Friday 18 April 2025
    Taiwan's display makers reject US production shift
    As US President Donald Trump escalates tariff tensions, Taiwan's top two display makers—AUO and Innolux—are drawing a line: relocating production to the US is not an op...
    Friday 18 April 2025
    C Sun poised to join US semiconductor expansion wave
    C Sun Manufacturing is showcasing its advanced semiconductor, PCB, and panel-level packaging (PLP) equipment at Touch Taiwan 2025, emphasizing continued growth despite mounting concerns...
    Friday 18 April 2025
    SEMI reports 10% growth in global semiconductor equipment sales in 2024, reach record of US$117.1 billion

    SEMI announced on April 16 that global semiconductor manufacturing equipment sales will grow by 10% in 2024, reaching a total of US$117.1...

    Friday 18 April 2025
    Supply chain remains cautious as TSMC's confidence boost proves limited
    On April 17, TSMC reported that there were no significant changes in its growth momentum and investment plans. The company stressed that customers have not made any adjustments in...
    Friday 18 April 2025
    Server and networking sectors drive chip order spike ahead of 90-day tariff window

    Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

    Thursday 17 April 2025
    Global server supply chain status and analysis, 2023-2025
    The surge in demand for AI servers, driven by the wave of AI trends, and the impact on the supply chain influenced by geopolitical factors, has made the supply chain deployment of...
    Thursday 17 April 2025
    TSMC denies Intel tie-up, announces CoWoS capacity doubling for 2025 AI boom
    Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed the chipmaker's strong 2025 outlook during its latest earnings...
    Thursday 17 April 2025
    Boeing deliveries halted by China as trade tensions deepen
    Chinese authorities have directed domestic airlines to stop accepting new Boeing aircraft deliveries, escalating tensions amid the ongoing US-China trade dispute, according to sources...
    Thursday 17 April 2025
    TSMC meets expectations in 1Q25 with a 35.3% YoY increase
    Benefiting from the continued high demand for 5/4/3nm processes and strong customer orders, TSMC reported that despite being affected by an earthquake in January, its first-quarter...
    Thursday 17 April 2025
    Rebellions plants flag in Tokyo, eyes leadership in AI data centers
    With its new Tokyo unit, AI chip startup Rebellions is positioning itself to play a pivotal role in Japan's burgeoning AI data center ecosystem. The company's local push comes as...
    Thursday 17 April 2025
    ASML to pass tariff costs to US customers, gain three High NA EUV customers
    After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff...
    Wednesday 16 April 2025
    Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
    Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...
    26/136 pages
    Research Report Database
    BIZ FOCUS
    Jun 10, 13:38
    SK Hynix presents future DRAM technology roadmap at IEEE VLSI 2025
    Tuesday 10 June 2025
    Struggling to enhance chip test performance? Let's explore solutions!
    Tuesday 10 June 2025
    Ensuring SoC integration: The role of Eurosmart PP0117
    Monday 9 June 2025
    Linxens teams up with Dracula Technologies to develop battery-free smart labels for next-gen sustainable IoT
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES