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NEWS TAGGED RECOVERY
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%...
Monday 2 June 2025
Nanya targets 4Q25 profitability as DDR4 rivals exit
Both AI and non-AI demands in the DRAM market are showing gradual recovery signs. Nanya estimates that it will clear all inventory before the third quarter of 2025. With yield improvements...
Thursday 29 May 2025
Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market...
Thursday 29 May 2025
Eva Air sees cargo surge amid AI demand, passenger travel stabilizing
Taiwan's EVA Air Corp. reported that global aviation recovery is stabilizing post-pandemic while cargo demand driven by artificial intelligence servers and semiconductors continues...
Wednesday 28 May 2025
Auto parts shift gears: Waffer and Getac hint at a 2025 rebound
The automotive supply chain, battered by a challenging year in 2024, is finally showing signs of recovery, with component manufacturers leading the way into a period of renewed growth...
Friday 16 May 2025
Trump's Qatar Boeing deal boosts Taiwan suppliers as China ban lifts
Boeing landed its largest-ever single order as Qatar Airways agreed to purchase 210 wide-body aircraft during US President Donald Trump's recent Middle East visit. The deal, announced...
Wednesday 14 May 2025
Rohm Semiconductor reports record loss for fiscal 2024 amid weak EV demand
Rohm Semiconductor posted a consolidated net loss of JPY50 billion (US$337 million) for fiscal year 2024 (ending March 2025), its first annual loss in 12 years and the second-largest...
Wednesday 14 May 2025
Taiwan's Parpro rides aerospace, defense tailwinds to 1Q25 profit surge
Taiwan's industrial PC specialist Parpro reported a sharp year-over-year profit recovery for the first quarter of 2025, citing effective operational restructuring and a revamped product...
Friday 9 May 2025
Aplex expects gradual recovery in 2025, eyes stable growth into 2026
Aplex Technology chairman Chad Lee acknowledged a slowdown in the industrial PC sector in 2024, influenced by uncertainties in US trade policies. Customers are hesitantly adopting...
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...
Friday 9 May 2025
Dynamic Electronics: 1Q25 auto slump drags revenue, AI servers and Thailand plant signal rebound
Dynamic Electronics experienced a revenue drop in the first quarter of 2025 due to a slow recovery in the automotive market. Nonetheless, the company anticipates that strong growth...
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,...
Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and...
Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...
Sunday 4 May 2025
Automotive and industrial control chip markets show signs of recovery, but tariffs risk looms
European and American integrated device manufacturers (IDMs) have released their financial reports. Among them, Texas Instruments (TI), a bellwether in the analog chip market, believes...