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Friday 25 April 2025
China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp...

Friday 25 April 2025
GB300 system vendors' shipments remain unaffected despite reports on initial design changes
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's...
Friday 25 April 2025
Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth
Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's...
Friday 25 April 2025
China's Montage Technology storms into global DDR5 top three as AI chip demand explodes

Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx...

Friday 25 April 2025
Surging demand for advanced AMC monitoring fuels Tricorntech's record growth in 2025
Tricorntech, a leading provider of advanced airborne molecular contamination monitoring solutions in Taiwan, has announced first-quarter 2025 revenue of NT$130 million (US$4.01 million)...
Friday 25 April 2025
STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

Friday 25 April 2025
AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution
Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual...
Friday 25 April 2025
Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar
Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...
Friday 25 April 2025
Trump reciprocal tariff impact on IPC industry

Introduction

Friday 25 April 2025
Taiwan expands aid for exporters hit by US tariffs
Taiwan's government has increased an aid package to NT$93 billion (approx. US$2.86 billion) for companies hit by US tariffs while lowering the threshold for eligibility.
Friday 25 April 2025
Alphabet commits to US$75 billion capex plan amid rivals cooldown in AI infrastructure investment
Alphabet Inc. reported stellar results driven by AI advancements. Facing competition from ChatGPT, the company maintains its US$75 billion AI infrastructure investment despite rumors...
Friday 25 April 2025
Intel Foundry sales rise, losses narrow as company unveils major cost-cutting plan
Intel reported first-quarter revenue of US$12.67 billion, a 0.4% decline from the previous year, with a gross margin of 36.9% compared to 41.0% in the first quarter of 2024. Operating...
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

Thursday 24 April 2025
Texas Instruments navigates uncertainty with strong results and optimistic outlook
Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...
Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...