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NEWS TAGGED DEMAND
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 came...
Monday 11 August 2025
Kioxia net profit drops 74% annually in 2Q25 due to slow NAND flash market recovery
Kioxia announced a substantial drop in revenue and profits for the second quarter of 2025, primarily driven by sluggish sales of NAND flash memory for smartphones and PCs, as well...
Monday 11 August 2025
Msscorps sets record 2Q25 revenue but posts loss on forex hit; AI demand fuels growth momentum
Taiwan-based materials analysis specialist Msscorps reported consolidated revenue of NT$545 million (US$18.24 million) for the second quarter of 2025, up 17.25% from the previous quarter...
Monday 11 August 2025
Eternal Materials sees profits impacted by exchange losses, hopes for market recovery after tariff stabilization
Eternal Materials has reported revenue of NT$20.465 billion (approx. US$686 million) for the first half of 2025, down 5.2% year-over-year. Net profit attributable to the parent company...
Monday 11 August 2025
Phison Electronics reports record July revenue despite substrate shortage
Phison Electronics announced consolidated revenue of NT$5.688 billion (approx. US$191 million) for July 2025, representing a 21% increase compared to July 2024 and setting a new high...
Monday 11 August 2025
TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and a...
Sunday 10 August 2025
Ezconn's 2Q margin hits record high as data center demand overpowers forex drag
Optical communications provider Ezconn reported a record gross margin of 61.67% in the second quarter of 2025, rising 12.25pp from the prior quarter and 8.51pp year-over-year. However,...