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NEWS TAGGED SHIPMENTS
Friday 9 May 2025
Exchange rate and price pressure hit Flexium, resulting in 1Q25 loss
Flexible printed circuit (FPC) manufacturer Flexium Interconnect (Flexium) reported a loss in the first quarter of 2025 due to continued weak demand for smartphones and no significant...
Friday 9 May 2025
Taiwan ODMs post record April; server momentum set to drive 2Q25 growth
Taiwan's leading ODMs reported robust year-over-year revenue growth in April, driven by solid notebook and server shipments. Although early notebook pull-ins have weakened, demand...
Friday 9 May 2025
Syncmold accelerates global Shift as Q1 revenue surges, eyes leadership beyond China
Plastics mold and hinge maker Syncmold Enterprise reported consolidated revenue of NT$22.43 billion(US$0.08 billion) for the first quarter of 2025, buoyed by increased shipments of...
Friday 9 May 2025
Macnica Anstek posts record profit on AI-driven demand and US tariff-fueled pull-ins
Macnica Anstek witnessed nearly 40% year-over-year revenue growth in the first quarter of 2025, driven by robust demand in AI-related semiconductor testing, industrial automation,...
Friday 9 May 2025
Chicony Power surges in 2Q25 on urgent orders ahead of 618 Shopping Festival
Chicony Power Technology, a Taiwanese power supply provider, met its revenue targets for the first quarter of 2025, maintaining year-over-year growth despite a seasonally weak period...
Friday 9 May 2025
Chicony expects 5–10% sequential revenue growth in 2Q25 as global PC upgrade cycle gains steam
Chicony Electronics Co. reported consolidated revenue of NT$23.281 billion (US$766 million) for the first quarter of 2025, up 2% compared to the same period last year, despite persistent...
Thursday 8 May 2025
Novatek's mobile OLED TDDI mass production boosts 2Q25; no negative impact from tariffs thus far
Display driver IC giant Novatek held an investor conference on May 7 and shared its outlook for the market. Novatek vice chairman and president Steve Wang announced that revenue in...
Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Thursday 8 May 2025
Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges
Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is...
Thursday 8 May 2025
Inventec sees record April sales due to pull-ins ahead of tariff
Inventec announced its revenue for April 2025, surpassing expectations with NT$62.1 billion (approx. US$2.05 billion), marking a 4.33% increase month-over-month and a 21.65% rise...
Wednesday 7 May 2025
Taiwan's smartphone slump darkens: AI buzz fails to lift 1Q, 2Q outlook dims
Taiwan's smartphone shipments dipped slightly in the first quarter of 2025, as extended upgrade cycles and saturated market penetration offset enthusiasm around AI-powered models...
Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...
Tuesday 6 May 2025
Looming US chip tariffs spark end product demand concerns
The US is rumored to reveal details on semiconductor tariffs in the coming days, creating tension throughout the chip industry. Due to limited feedback received by the US Department...
Tuesday 6 May 2025
Chinese CIS vendors close gap as local fabs go full throttle, Xiaomi backs innovation
Following SK Hynix's exit from the CMOS image sensor (CIS) market, Chinese vendors are aggressively scaling shipments, gaining market share, and climbing the value chain by deepening...
Monday 5 May 2025
China smartphone AP shipments, 1Q 2025

Introduction