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Tuesday 12 November 2024
AUO and Innolux see October revenue slips amid off-season slowdown
As the display panel industry enters its traditional off-season following the peak inventory demand period, major manufacturers reported lower revenues for October. AUO experienced...
Monday 11 November 2024
Germany's auto giants face multiple policy pressures amid Trump retaking power
For the global automotive industry, Donald Trump's upcoming return to the White House may create greater challenges not for China's emerging automakers but for Germany's leading automotive...
Monday 11 November 2024
JPMorgan braces for 'impactful' first two years of Trump
The first two years under Donald Trump's second term could be "quite impactful" if policy changes are made on tax, deregulation, and crypto, according to Stefan Gratzer, managing...
Monday 11 November 2024
Advantech expands North American operations to meet growing global market demand
Following Donald Trump's re-election, industry observers are monitoring potential policy impacts across sectors. Advantech, a global leader in industrial PC (IPC), announced it is...
Monday 11 November 2024
AI server demand soars as Quanta ramps up US expansion
Following Donald Trump's re-election as US President, concerns are mounting over potential new tariffs on the server supply chain. Mike Yang, EVP and GM of Cloud Computing at Quanta...
Friday 8 November 2024
Taiwan AI server supply chain braces for higher US trade barrier
Donald Trump's return to the White House promises a lot of political and economic uncertainties. The AI server supply chain believes that while the Trump administration will continue...
Thursday 7 November 2024
Trump's economic revival sparks uncertainty in tech sector
As Donald Trump secures a second term as US president, market observers are closely monitoring the potential impact of his economic policies on the technology sector. With Republican...
Thursday 31 October 2024
Monitor panel prices expected to decline until year-end amid weak demand
While China's recent "trade-in" subsidy policy has boosted demand for large-size TVs, stabilizing LCD TV panel prices, monitor panel prices continue to decline amid weak IT demand...
Thursday 24 October 2024
Taiwan re-evaluates nuclear policy amid AI-driven power surge
Taiwan is aligning with a growing global trend, as nations and tech giants increasingly turn to nuclear power to meet the surging electrical demand driven by AI. Premier Cho Jung-Tai...
Wednesday 23 October 2024
Guangdong locks in SiPh core project, aiming for breakthrough in 2030
China is accelerating its silicon photonics (SiPh) industry development as part of its next-generation semiconductor policy, with a recently released official action plan focusing...
Tuesday 22 October 2024
Riding the tailwind of trade-in policies: Polarizer makers see a surge in last-minute orders
In the first half of 2024, aggressive stockpiling by terminal manufacturers led to an early depletion of demand, resulting in a lackluster peak season for the display panel industry...
Monday 21 October 2024
Taiwan looks abroad to solve its green energy crunch
Taiwan's Economic Affairs Minister J.W. Kuo recently proposed a plan to build power plants in the Philippines and transmit green energy back to Taiwan, aiming to address the growing...
Tuesday 15 October 2024
Trade-in policy successfully boosts TV Sales in China during National Day Holiday
Although TV sales in China have been sluggish for a while, the recent government initiative of the trade-in subsidy program has sparked a wave of consumer activity during the 2024...
Wednesday 9 October 2024
Semiconductor supply chain mixed about China economy stimulus policy
China's stimulus packages have received mixed responses from players in Taiwan's semiconductor supply chain, with some believing they will inject momentum into the Single's Day shopping...
Tuesday 8 October 2024
Trade barriers may accelerate Chinese automakers' expansion in Europe
The European Union's (EU) tariff policy is designed to preserve the advantages of its domestic industry chain, but the high taxes imposed on Chinese auto businesses have motivated...