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    NEWS TAGGED INVENTORY
    Thursday 3 July 2025
    IT panel demand shrinks in China with end of promotions and stimulus plans

    With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year...

    Tuesday 1 July 2025
    Auto suppliers face inventory concerns despite strong first-half shipments
    Automotive parts shipments in the first half of 2025 have outpaced previous years, industry participants report, reflecting significant growth in the sector. However, this surge has...
    Saturday 28 June 2025
    BYD dials back production as EV price war spirals; CATL sounds alarm
    BYD, China's top electric vehicle (EV) manufacturer, is dialing back production and postponing factory expansion as mounting inventory levels and sluggish sales weigh on operations,...
    Thursday 26 June 2025
    Taiflex sees Q1 shipment boost from US tariff uncertainty, eyes new materials growth
    Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies,...
    Thursday 26 June 2025
    Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
    Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
    Thursday 26 June 2025
    Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum
    Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...
    Tuesday 24 June 2025
    IC design sector 2Q25 operations remain stable amid currency volatility
    As the second quarter of 2025 gradually comes to a close, Taiwan's IC design sector is facing the traditional off-season with a generally optimistic outlook. Industry players believe...
    Monday 23 June 2025
    NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

    Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to...

    Wednesday 18 June 2025
    Tongtai swings to US$28 million loss as machine tool demand slumps
    Taiwanese machine tool maker Tongtai Machine & Tool Co. posted a net loss of NT$910 million (US$28 million) in 2024 as manufacturing sector inventory adjustments weighed on demand,...
    Saturday 14 June 2025
    Samsung to benefit from soaring DDR4, LPDDR4 prices in 2Q25
    The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business...
    Tuesday 10 June 2025
    Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
    After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
    Tuesday 10 June 2025
    Taiwan exports to US surge 87% as trade policy shifts drive shipping rates higher
    Taiwan's May exports to the US jumped 87.4% year-over-year to US$15.52 billion, setting a monthly record, as American importers stockpile goods ahead of potential tariff changes,...
    Thursday 5 June 2025
    Weakening demand halts LCD monitor panel price surge
    IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase...
    Tuesday 3 June 2025
    Global smartphones, 1Q 2025

    Introduction

    Tuesday 3 June 2025
    Waffer Technology sees May revenue dip but expects recovery on auto rebound and magnesium alloy demand
    Waffer Technology, a key supplier of magnesium and aluminum structural parts, reported NT$532 million (approximately US$17.8 million) in revenue for May 2025, reflecting an 11.08%...
    1/18 pages
    Research Report Database
    BIZ FOCUS
    Jun 30, 16:14
    Vietnam's new crypto law sets global standard for token regulation and licensing
    Monday 30 June 2025
    Why age verification online is facing more scrutiny in 2025
    Monday 30 June 2025
    How technology powers cross-border digital entertainment platforms
    Friday 27 June 2025
    Hyundai Exter: Why this micro-SUV perfect choice for city driving
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES