CONNECT WITH US
NEWS TAGGED INVENTORY
Friday 21 March 2025
Taiwan IPC industry and influence of US tariffs

Introduction

Wednesday 19 March 2025
Memory prices to hit bottom and rebound, says Adata
The memory market is improving, with memory module manufacturer Adata Technology indicating that spot market prices have started to rise. Contract prices are expected to reach their...
Tuesday 18 March 2025
IC design houses not worried about 2Q25 market reversal due to low PC chip inventories
A particularly strong first quarter has raised concerns about the probable negative impact on the IC design sector due to demand reversal caused by inventory clearance in the second...
Thursday 13 March 2025
NAND supply to fall short in 2H25, says Kioxia
Despite the relatively stagnant demand for mobile phones and PCs in the first half of 2025, Kioxia, the leader in NAND flash, anticipates that overall NAND shipments in 2025 will...
Wednesday 12 March 2025
Adata achieves record-high profitability in 2024
Taiwanese memory module maker Adata Technology achieved record profitability in 2024, with all four major profit indicators reaching record highs, including gross margin, operating...
Wednesday 12 March 2025
Taiwan's auto parts sector kicks off 1Q strong, breaking seasonal slump
Taiwan's automotive supply chain has performed well since the start of the year, fueled by strong US market demand and aggressive inventory buildup by automakers and Tier 1 suppliers...
Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Tuesday 11 March 2025
Memory industry eyes rebound amid SanDisk, Adata price hikes
The memory market is showing early signs of recovery, with supply chain conditions stabilizing and manufacturers pushing through price hikes. SanDisk, recently spun off from Western...
Saturday 8 March 2025
Trump tariffs lead notebooks brands to stock up inventory in 4Q24, resulting in shipment drop in 1Q25, says DIGITIMES
In the fourth quarter of 2024, global notebook shipments (excluding detachable models) performed better than expected, decreasing by 1% compared to the previous quarter. In anticipation...
Friday 7 March 2025
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new...
Thursday 6 March 2025
Darfon set to rebound in 2025 as inventory adjustment concludes
Despite ongoing inventory adjustments in the bicycle-related market impacting contributions from the green energy sector, Darfon has managed to maintain a gross margin of over 18%...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Tuesday 4 March 2025
TV panel prices surge: When will purchasing momentum reverse?
As panel manufacturers normalize production cuts, traditional seasonal dynamics have reversed over the past two years. Following US President Donald Trump's inauguration in January...
Tuesday 4 March 2025
Networking industry poised for growth; Alpha Networks sees order strengthen with increasing demand
The networking industry is poised to enter a period of growth. April Huang, Chairperson of Alpha Networks and Hitron, recently pointed out that the phase of customer inventory adjustments...
Tuesday 4 March 2025
Ardentec benefits from whitelist order transfers, expects steady growth in 2025
IC testing firm Ardentec anticipates sequential revenue growth through the fourth quarter of 2025, driven by a consistent rise in demand for AI and HPC device applications. The company...