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Monday 5 May 2025
Network infrastructure crucial to growth for Nokia and Chunghwa Telecom
Nokia saw lower-than-expected performance in the first quarter of 2025, with net sales sliding by 3% year-over-year to EUR4.39 billion (US$5 billion), as well as EUR156 million in...
Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...
Sunday 4 May 2025
Holtek sees growth as clients rush orders ahead of US tariff deadline
Microcontroller manufacturer Holtek Semiconductor is experiencing increased orders as customers in both China and the US accelerate purchases ahead of potential tariff implementation,...
Sunday 4 May 2025
Automotive and industrial control chip markets show signs of recovery, but tariffs risk looms
European and American integrated device manufacturers (IDMs) have released their financial reports. Among them, Texas Instruments (TI), a bellwether in the analog chip market, believes...
Saturday 3 May 2025
Rick Tsai bets on AI as MediaTek’s next growth engine
During MediaTek's first-quarter 2025 earnings call, CEO Rick Tsai reaffirmed that artificial intelligence is central to the company's long-term growth. He emphasized that the broader...
Saturday 3 May 2025
PTI sees operational rebound as memory and AI markets recover in 2025
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
Saturday 3 May 2025
Primax powers ahead on AIoT tailwinds and PC rebound, but tariff turbulence persists
Primax Electronics Ltd. delivered strong first quarter 2025 results, driven by early PC order pull-ins and rising shipments of AIoT and professional acoustic products. Despite the...
Saturday 3 May 2025
US-China trade war threatens to gut global semiconductor market by 34% through 2026

The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding...

Friday 2 May 2025
Powertech Technology sees revenue decline as expected in 1Q25
Powertech Technology (PTI), a Taiwanese memory packaging and testing vendor, experienced a decrease in solid-state drive (SSD) and NAND flash shipments in the first quarter of 2025,...
Friday 2 May 2025
CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia
Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand...
Friday 2 May 2025
CyberLink: Tariffs have no direct impact; end-user consumption remains to be seen
Unpredictable US tariff policies continue to trouble hardware manufacturers, while software companies like CyberLink see little immediate effect. However, a potential global economic...
Friday 2 May 2025
Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge
The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics' move to phase out DDR4 modules, as revealed in communications...
Friday 2 May 2025
Taiwan's AI, semiconductor export growth remains strong despite US tariff hikes
Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan's AI and semiconductors...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...