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Monday 6 January 2025
AI servers demand helps ODMs weather 1Q25 slowdown
Most server ODMs are projecting substantial growth in AI server shipments by early 2025, driven by optimism around AI-related demand and bolstered by Nvidia's upcoming Blackwell GPU...
Friday 3 January 2025
Zhen Ding to establish AI production base in Southern Taiwan Science Park, eye revenue growth by 2H25
Leading PCB manufacturer Zhen Ding has received approval to set up an AI park at the Southern Taiwan Science Park. The company is expected to invest NT$2 billion (US$61 million) to...
Friday 3 January 2025
Motherboard and graphics card makers embrace AI server boom
Taiwan's major motherboard and graphics card manufacturers are capitalizing on opportunities in the AI server sector, with projected operational growth in 2025, according to industry...
Friday 3 January 2025
GiantPlus holds advantages in industrial control market amid continuous closures of panel factories
The global panel industry faces persistent overcapacity, triggering an ongoing wave of plant closures and sales. Taiwan-based mid-sized panel manufacturer GiantPlus noted that, in...
Friday 3 January 2025
GB300 expects to launch in 2Q25, increasing demand for liquid cooling
The GB300 is anticipated to be unveiled in the second quarter of 2025, with trial production starting in the third quarter. It will reportedly have a stronger cooling requirement,...
Thursday 2 January 2025
Japan-based Meiko's value doubles as Vietnam operation makes gains amid US-China tensions
Japanese printed circuit board (PCB) manufacturer Meiko has doubled its market value, driven by the need for the global supply chain relocation away from China. By proactively setting...
Tuesday 31 December 2024
Buima targets double-digit expansion by 2025 with three main strategies
As the global energy market continues to show steady growth, Buima Energy is focusing its efforts on three key areas- electric vehicle (EV) solutions, energy storage walls, and storage...
Tuesday 31 December 2024
AI remains main theme in semiconductors, with Nvidia and TSMC leading industry developments
In 2025, TSMC and Nvidia will continue to lead the semiconductor sector, which remains influenced by AI, according to industry sources.
Tuesday 31 December 2024
AI server growth to stay promising in 2025
AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
Tuesday 31 December 2024
2024 review: Chinese EVs and restructuring shake up auto industry
As 2024 draws to a close, we look back at the tumultuous year of ups and downs for the global EV industry and the major events that occurred in 2024 that may shape this rapidly evolving...
Monday 30 December 2024
MediaTek shines amid Taiwan's IC design stagnation as 2025 signals a potential shift
2024 revenue trends for IC design firms indicate modest growth among most Taiwanese companies, with MediaTek emerging as a standout performer. As full-year figures remain pending,...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...
Monday 30 December 2024
Taiwan wafer foundry industry, 4Q 2024

Introduction

Thursday 26 December 2024
Cobot market outlook promising, says Techman Robot
As both Tesla and Nvidia step up their efforts in the robotics market, cobots have become a key topic of interest in this sector. Amid the growing attention on robotics, Techman Robot,...
Thursday 26 December 2024
HBM4 race heats up among memory giants: customization and DRAM scaling at the crux
Micron is aggressively expanding its footprint in the high-bandwidth memory market, capitalizing on surging AI chip demand to accelerate growth. Backing this expansion, the company...