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Friday 25 July 2025
Tesla's outlook dims amid multiple challenges; auto chip industry remains cautious on market recovery
This week, several US automotive electronics companies, including Tesla, NXP, and Texas Instruments (TI), released their financial reports and shared their perspectives on the market...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.
Wednesday 23 July 2025
Samsung, BOE resume LCD supply talks while legal battle ensues
Samsung Electronics executives met with BOE Technology leaders in July 2025 to discuss LCD panel procurement, even as the company remains locked in a legal dispute with Samsung Display...
Tuesday 22 July 2025
Taiwan's passive component market poised for growth amid AI and auto boom
Taiwan's passive component industry is positioned for growth driven by AI adoption across cloud servers, AI PCs, and smartphones, alongside rising automotive electrification. Industry...
Monday 21 July 2025
Nvidia's China chip clearance spurs SK Hynix memory expansion plans
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is driving SK Hynix to consider expanding production of advanced...
Saturday 19 July 2025
EmBestor bets on next-gen flash memory to drive 2H25 growth
EmBestor Technology, a Taiwan-based flash storage provider specializing in industrial applications, is poised to return to growth in the second half of 2025 as customers complete...
Tuesday 15 July 2025
DDR4 spot prices surge sharply as memory module makers benefit from high inventory in 2Q25
Driven by major DRAM manufacturers focusing on investment and research in high-bandwidth memory (HBM) and gradually phasing out mature process products, DDR4 spot prices have rapidly...
Monday 14 July 2025
Taiwan chip firm Macronix seeks tech edge as US-China rivalry intensifies
Memory chipmaker Macronix is betting on advanced technologies to escape a bruising price war as US-China tensions reshape the global semiconductor landscape.
Saturday 12 July 2025
Nanya technology posts wider Q2 loss as Taiwan dollar strength weighs
Taiwan's Nanya Technology reported a deeper second-quarter loss despite surging memory chip demand, as currency headwinds and pricing pressures offset volume gains.
Friday 11 July 2025
Korean carmakers prepare for Trump tariff-led price surge
Japanese and South Korean automakers are beginning to pass rising trade costs onto American consumers as hopes for a swift resolution to tariff negotiations with the US continue to...
Friday 11 July 2025
Subsidy hangover? China's June auto sales surge may be last hurrah
China's auto sales reached 2.08 million units in June, marking the highest monthly total since June 2022. Analysts believe the spike was likely driven by consumers accelerating purchases...
Thursday 10 July 2025
Foldable smartphone market awaits Apple's entry as growth stalls
Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...
Thursday 10 July 2025
Samsung's chip division weighs on earnings with KRW1T write-down in 2Q25
Samsung Electronics saw its second-quarter 2025 operating profit plunge nearly 56% year-over-year, largely driven by underperformance in its semiconductor unit. The Device Solutions...
Wednesday 9 July 2025
How distribution is evolving in 2025
The electronic components distribution industry is navigating a new era of complexity and transformation. With ongoing supply chain disruptions, rising demand across key sectors,...
Tuesday 8 July 2025
Realtek's Q2 results remain stable, but sustainability in 2H25 remains uncertain
Taiwan-based network IC design giant Realtek announced its revenue for June 2025, reporting a monthly revenue of NT$10.207 billion (US$351 million), showing less than a 1% decline...