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Thursday 13 February 2025
SEA smartphone shipments see 11% YoY increase in 2024; Chinese companies dominate top spots
Canalys reported on February 11, 2025, that Southeast Asia's smartphone market rebounded in 2024, growing 11% year-over-year after two years of decline, with 96.7 million units shipped...
Wednesday 12 February 2025
Foxconn warns rising global tariffs could shrink markets, spurring production shifts
Foxconn resumed operations on February 12, 2025, with Chairman Young Liu addressing concerns over potential tariff changes under the Trump administration. He acknowledged the administration's...
Wednesday 12 February 2025
MCU market shows signs of revival as Holtek predicts strong 1Q25
Holtek Semiconductor expects robust performance in the first quarter of 2025, driven by broad increases in microcontroller (MCU) demand and the company's expanded target markets.
Wednesday 12 February 2025
Foxconn targets NT$7 trillion revenue for 2025 on AI momentum
Foxconn (Hon Hai Technology) Chairman Young Liu projects the company's revenue to exceed NT$7 trillion (US$212 billion) in 2025, with the potential to reach NT$8 trillion (US$243...
Wednesday 12 February 2025
Bridgestone rides Taiwan's EV boom with high-tech tires
The surge in luxury car and electric vehicle (EV) sales in Taiwan has created profitable opportunities for component suppliers, particularly in the tire sector. Bridgestone Taiwan...
Wednesday 12 February 2025
PMIC supplier GMT pessimistic about market prospects
Global Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
AI drives mobile brands to carve out competition, Taiwan's market share heats up in 2025
In 2024, Taiwan's smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation,...
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
Wednesday 12 February 2025
Trump's first-term SiC squeeze catalyze China's industry growth
US President Donald Trump's first-term restrictions on silicon carbide (SiC), intended to limit China's access to the crucial third-generation semiconductor material under national...
Wednesday 12 February 2025
USI 2024: automotive and cloud growth fails to offset profit slump
Universal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell...
Wednesday 12 February 2025
China's automotive ambitions drive merger of state-owned giants
Two of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under...
Wednesday 12 February 2025
Apple reportedly drops DeepSeek, partners with Alibaba on China AI integration
Apple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a...