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Friday 14 February 2025
Mature-node semiconductor oversupply hits SMIC and Hua Hong, weighs upon Taiwanese foundries
Chinese foundries' aggressive expansion into mature nodes has created an oversupply situation, leading to significant price cuts that are now affecting the broader semiconductor manufacturing...
Friday 14 February 2025
Why four Taiwanese graphics card manufacturers are securing coveted roles in Nvidia's AI revolution
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Friday 14 February 2025
China curb impact hits Applied Materials' revenue, but company bets on long‑term ICAPS growth in China
On February 13, Applied Materials released its latest financial results for the first quarter of fiscal 2025 (November 2024 to October 2025), with net sales reaching US$7.17 billion,...
Thursday 13 February 2025
Tsang Yow, unfazed by US tariffs, continues dual approach of transmission systems and semiconductors
Transmission system specialist Tsang Yow has continued to maintain close partnerships with established carmakers, Tier 1 component suppliers, and after-market (AM) service suppliers...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Thursday 13 February 2025
Benefiting from urgent AI and PC demand, ASE sees robust start in 1Q25
OSAT leader ASE expects to enjoy a particularly strong first quarter of 2025, thanks to an influx of urgent orders for AI and PC applications. Advanced packaging is expected to drive...
Thursday 13 February 2025
Novatek projects broad 1Q24 rebound, but automotive demand lags
Novatek Microelectronics, Taiwan's leading display driver IC (DDI) maker, reported a fourth-quarter 2024 revenue of NT$25.263 billion (US$768 million), marking a 9.34% sequential...
Thursday 13 February 2025
China's semiconductor equipment purchases to decline in 2025, report finds
China's semiconductor equipment purchases are expected to decline in 2025 after three years of growth, according to Canadian research firm TechInsights. The decline comes amid industry...
Thursday 13 February 2025
Cisco forecasts robust future growth amid strong networking demand
Cisco Systems reported robust financial results with a 9% revenue increase to US$14 billion, driven by heightened demand for networking infrastructure and strategic execution of its...
Thursday 13 February 2025
SK Hynix's North American revenue more than double in 2024
Major South Korean companies saw their revenue from the North American market increase by around 20% in 2024, with high-bandwidth memory (HBM) market leader SK Hynix seeing the largest...
Thursday 13 February 2025
SpeedTech eyes double-digit growth in 2025 with global factory expansion
SpeedTech is poised for significant growth as its new production facilities in Vietnam and Mexico begin operations. Chairman Chen-Lung Tsai announced that the company expects to reach...
Thursday 13 February 2025
Taiyo Yuden raises fiscal 2024 projections; cites improved outlook for components demand from data centers
Japanese electronic components supplier Taiyo Yuden has revised its financial forecast for fiscal 2024 (ending March 31, 2025), expecting year-over-year increases in revenue and operating...
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
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...