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Friday 21 March 2025
Taiwan IPC industry and influence of US tariffs

Introduction

Friday 21 March 2025
Jabil reports strong 2Q25 results, anticipating continued growth despite global geopolitical challenges
Jabil, a leading global manufacturing services provider, reported preliminary, unaudited financial results for its second quarter of fiscal year 2025. The company posted net revenue...
Friday 21 March 2025
Xiaomi's ambitious plans for 2025: Challenging Apple and Tesla
Xiaomi is undergoing a remarkable transformation, with 2025 set to be a pivotal year as it aims to challenge industry giants Apple and Tesla in both the smartphone and electric vehicle...
Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Friday 21 March 2025
Huawei's US$119B boom: Enterprise business takes the lead in 2024
Huawei hosted the Huawei China Partner Conference 2025 at the Shenzhen Convention and Exhibition Center, bringing together industry leaders and business partners under the theme "Born...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Taiwan server revenue and shipment forecast, 2025

Introduction

Thursday 20 March 2025
Shifted Chinese orders to boost Taiwan OSAT revenue starting 2Q25
The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms, which will enhance the sales performance of associated Taiwan-based...
Thursday 20 March 2025
Iteq gears up for AI notebook surge in 2Q, eyes 2025 rebound
Iteq Corporation (Iteq), a major copper-clad laminate (CCL) manufacturer, faced growth challenges in 2024 due to Nvidia's GB200 chip shipment delays, underperforming compared to rivals...
Thursday 20 March 2025
Niching expects demand for advanced packaging and heat dissipation to drive sales surge
Niching, a Taiwan-based semiconductor materials and components supplier, expects continued growth in overall demand through 2025. General manager Dao-Jing Huang highlighted that growth...
Thursday 20 March 2025
Tencent's measured AI path: Practical applications over Big Bang bets
Tencent revealed strong 2024 results, alongside a strategic AI focus. The company is pursuing a measured approach, prioritizing practical applications in ads, games, and cloud services,...
Thursday 20 March 2025
Acer subsidiary Altos Computing rides on Indian AI demand, eyes IPO in India by 2025
Jackie Lee, president of Altos Computing, forecasts that 2025 will mark the beginning of enterprise AI, driven by increasing AI application adoption. He predicts double-digit growth,...
Wednesday 19 March 2025
Unitech sees steady AI PC demand, shifts focus to HDI and satellite supply chains
Unitech, a Taiwanese PCB manufacturer, remains upbeat on sustained demand for high-end AI PCs but sees lingering weakness in consumer electronics and a sluggish recovery in the automotive...
Wednesday 19 March 2025
Xiaomi's EV launch drives 49% revenue growth, raises 2025 production target
Xiaomi's fourth-quarter financial surge, boasting a 49% revenue jump and a 90% net income rise, was significantly propelled by its successful EV launch. The SU7 exceeded delivery...