CONNECT WITH US
NEWS TAGGED DEMAND
Tuesday 12 August 2025
Panel makers cautious about 3Q25 as early stocking affects demand
Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook...
Tuesday 12 August 2025
Apple pledges US$100 billion investment in US, shifting smartphone market dynamics ahead of 4Q25
Apple CEO Tim Cook recently committed an additional US$100 billion investment in domestic US operations. This move is poised to reshape the competitive environment of the US smartphone...
Tuesday 12 August 2025
Samsung targets mid-range market with Galaxy AI-equipped A17
Samsung Electronics announced on August 11 the new 5G-capable A17 smartphone, aiming to drive momentum in the mid-range segment with Galaxy AI enhancements at a highly competitive...
Tuesday 12 August 2025
Trans-Sun Materials Technology posts mixed revenue results amid AI PC demand growth
Trans-Sun Materials Technology, a maker of electronic functional materials, reported July 2025 consolidated revenue of NT$128 million (US$4.28 million), up 10.56% from June but down...
Tuesday 12 August 2025
Samsung partners with Acro in India's SSD market, tapping rapidly growing storage demand
Samsung Electronics has named Acro Engineering Company as its national distributor for solid-state drives (SSDs) in India. The partnership will see Acro distribute Samsung's latest...
Tuesday 12 August 2025
China subsidies and tariff extension spark August rebound in LCD panel demand
Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded...
Tuesday 12 August 2025
Samsung DDR4 EOL uncertainty clears, tariffs threaten 2H25 momentum
Contract prices for memory chips have strengthened in the third quarter of 2025, but rumors have swirled surrounding Samsung Electronics slowing down the end-of-life (EOL) for DDR4...
Tuesday 12 August 2025
iPhone shipment rises as India's budget smartphone market contracts
India's smartphone market is undergoing premiumization, with rising average selling prices driving growth in mid- and high-end segments. This shift boosts brands like Apple, which...
Tuesday 12 August 2025
CviLux core business transformation yields results, optimistic about AI-driven growth in 2H25
Connector and electronic component manufacturer CviLux has recently launched a diversified product portfolio and adjusted its global production strategy, with server and networking...
Tuesday 12 August 2025
Micron raises outlook on strong DRAM pricing, AI demand
Micron Technology has lifted its guidance for the fourth quarter of fiscal 2025, citing improved memory pricing and robust execution, particularly in its DRAM business. The revised...
Tuesday 12 August 2025
Samsung's potential US$50 billion US chip expansion puts pressure on TSMC
Samsung Electronics is reportedly weighing a major expansion of its semiconductor investments in the US, a move that could push total spending to US$50 billion after securing multibillion-dollar...
Tuesday 12 August 2025
Cathay Consolidated rides medical boom to double-digit growth
Cathay Consolidated has reported revenue of NT$191 million (approx. US$6.37 million) for July 2025, with cumulative revenue from January to July reaching NT$1.677 billion, representing...
Tuesday 12 August 2025
EV slowdown pushes US LFP batteries toward grid storage and hyperscalers
The US lithium iron phosphate (LFP) battery industry is transforming due to policy changes, such as vehicle and parts tariffs, proposed cuts to electric vehicle subsidies under the...
Monday 11 August 2025
PixArt shifts gears in 3Q25: gaming mouse momentum fades, game consoles take the lead
PixArt Imaging posted second-quarter 2025 revenue of NT$2.28 billion (approx. US$76 million), falling 2.9% quarter-over-quarter but rising 11.5% from a year earlier. Gross margin...
Monday 11 August 2025
Advantech eyes retail and imaging acquisitions to capitalize on Edge AI growth

Advantech is evaluating potential acquisitions in retail, imaging, and software modules as part of a broader strategy to strengthen its...