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Thursday 15 May 2025
SMIC and Hua Hong reportedly seek more orders from US IC design firms amid China foundry competition
Chinese foundries SMIC and Hua Hong Semiconductor are reportedly stepping up efforts to expand their American presence, not by building fabs there, but by securing orders from US-based...
Thursday 15 May 2025
Foxconn sees 3% revenue drop for every NT$ gain
At a recent earnings call, Foxconn chairman Young Liu acknowledged that tariffs and exchange rate fluctuations are posing mounting challenges to global supply chains and expansion...
Thursday 15 May 2025
Hiroca leverages Mexico, China plants to offset tariff impact and tap rising automotive demand
Following the US automotive tariff, the industry is reassessing production line adjustments. Notably, China is experiencing rising demand in its automotive sector. In response, Hiroca...
Thursday 15 May 2025
AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders...
Thursday 15 May 2025
Memory market roars back: Adata's 1Q profits soar, capacity maxed out through July
Adata Technology reported strong first-quarter 2025 results as memory prices rebounded and customer demand surged. Spot prices for both DRAM and NAND flash began climbing in February,...
Thursday 15 May 2025
Quanta forecasts strong Q2 as AI server demand powers record earnings
Quanta Computer posted record first-quarter 2025 results on May 14, with gross margin reaching 7.92% and operating margin climbing to an all-time high of 5.07%. Net income after tax...
Thursday 15 May 2025
Tariffs disrupt stainless steel markets as Walsin Lihwa targets aerospace expansion
Fred Pan, president of Taiwanese stainless steel and cable maker Walsin Lihwa, says US tariffs have prompted buyers to front-load orders into early 2025, helping stabilize the company's...
Wednesday 14 May 2025
Foxconn bets on AI servers to counter tariff and currency headwinds
Foxconn Precision Industry held its first quarter 2025 earnings call on May 14. Chairman Young Liu stated that due to US tariff policies and recent exchange rate fluctuations impacting...
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...
Wednesday 14 May 2025
Imaging specialist Ability unveils new machine vision modules for next-gen automation and edge AI
Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two...
Wednesday 14 May 2025
AI and advanced chipmaking drive robust growth in semiconductor materials
With the escalating global trade tensions and fresh US tariffs rattling the semiconductor sector, the underlying momentum in high-performance computing (HPC) and AI applications remains...
Wednesday 14 May 2025
TSMC to sell equipment to VSMC Singapore fab for US$71 million
Taiwan Semiconductor Manufacturing Company (TSMC) passed a number of resolutions during a board of directors meeting on May 13, including the sale of equipment to VisionPower Semiconductor...
Wednesday 14 May 2025
Ennostar ramps up smart sensing, automotive displays to offset global risks
Ennostar Inc., a leading player in Taiwan's optoelectronics industry, reported narrowed losses in the first quarter of 2025, aided by steady demand across its automotive, sensing,...
Wednesday 14 May 2025
Asus sees profit surge in 1Q25, forecasts strong growth despite challenges
Asus reported a dramatic profit increase in the first quarter of 2025, primarily due to recovering NT$5.3 billion (US$175 million) in bad debts from Indian customers. This boosted...
Wednesday 14 May 2025
China's chip toolmakers see split fortunes as AMEC, ACM Research ride localization wave
Chinese semiconductor equipment manufacturers benefited from a surge in localization-driven procurement in the first quarter of 2025. Data from CnEVPost and Chinastarmarket.cn...