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Friday 9 May 2025
Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand
Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but...
Friday 9 May 2025
WT Microelectronics sees minimal impact from US tariffs as semiconductor market rebounds in 2Q25
WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics...
Friday 9 May 2025
WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand
WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and...
Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Thursday 8 May 2025
Tariffs rock auto sector, but Nuvoton sees swift recovery amid demand surge
The global automotive industry faced significant disruption in the first quarter of 2025, impacted by US tariffs that reverberated throughout supply chains. Despite this turbulence,...
Thursday 8 May 2025
Phison shares surge as memory chip prices offset currency headwinds
Memory chip production cuts have sparked a rally in NAND Flash prices, cushioning Taiwan-based controller manufacturer Phison Electronics against strengthening local currency pressures...
Wednesday 7 May 2025
Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China's "trade-in" subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production...
Tuesday 6 May 2025
FX turbulence hits Taiwan memory makers as US$ weakens, NT$ strengthens
A sharp appreciation of the New Taiwan dollar (NT$) is pressuring Taiwan's export-focused industries, especially memory module suppliers whose contracts are largely settled in US...
Tuesday 6 May 2025
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...
Monday 5 May 2025
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...
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,...
Saturday 3 May 2025
Macronix narrows Q1 loss, awaits Nintendo Switch 2 boost in 2H25
Macronix International, the Taiwan-based memory chip manufacturer, reduced its losses in the first quarter of 2025 as inventory issues continued to weigh on performance. Chairman...
Wednesday 30 April 2025
Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak
Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging...
Monday 28 April 2025
Renesas hits brakes on EV chip expansion as market uncertainty and tariff woes persist
Japanese chipmaker Renesas Electronics has adopted a cautious stance on expanding its production of power semiconductors for electric vehicles (EVs). During its earnings briefing...
Sunday 27 April 2025
AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses
AmTRAN Technology's shipments to the US constitute about 30% of its revenue. The company is presently benefiting from a temporary 90-day suspension of reciprocal tariffs, with only...