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Monday 30 June 2025
SK Hynix’s HBM3E boom fuels record profits
South Korean memory giant SK Hynix expects its operating income to reach nearly KRW9 trillion (US$6.6 billion) in the second quarter of 2025, thanks to the strong growth of high bandwidth...
Monday 30 June 2025
With SpaceX pulling back, TTMC retools its strategy for the chip supply chain
ThinTech Materials Technology (TTMC), a subsidiary of China Steel Corporation, experienced conservative shipment momentum in the first quarter of 2025 due to delays in customer verification...
Monday 30 June 2025
Notebook shipment update, May 2025

Introduction

Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...

Friday 27 June 2025
Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25
The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited...
Friday 27 June 2025
GEM Terminal aims 2025 growth on strong new copper shipments and China plug regulation overhaul
Benefiting from stable shipments of specialized new copper products from its Luzhu plant in Kaohsiung, along with China's pending implementation of updated safety standards for electrical...
Thursday 26 June 2025
Taiflex sees Q1 shipment boost from US tariff uncertainty, eyes new materials growth
Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies,...
Thursday 26 June 2025
Taiwan rare metals recycler sees growth as ESG drives demand
Lianyou Metals, a rare metal recycling and smelting company, expects steady growth in sodium tungstate and battery-grade cobalt sulfate shipments in the second half of 2025 as international...
Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually...
Thursday 26 June 2025
Chip designers stay cautious on 3Q25 outlook despite resilient 2Q25 shipments
Taiwanese IC designers remain wary of third-quarter prospects despite stronger-than-expected second-quarter performance, as uncertainty over US tariff policies continues to cloud...
Thursday 26 June 2025
Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum
Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...
Thursday 26 June 2025
Sysgration boosts investment in Celxpert; IPC and BBU shipments to start in 2H25
Strategic investments and collaborations have become the norm in the information and communications technology industry, aiming to expand product offerings and market reach while...
Thursday 26 June 2025
Radiant Opto reports strong 1H25 results amid Apple orders and global tensions
Radiant Opto-Electronics is off to a strong start in 2025, with early Apple product shipments boosting first-half earnings. But the company said the usual seasonal sales pattern is...
Wednesday 25 June 2025
China vows response after Taiwan blacklists Huawei and SMIC
Beijing has strongly condemned Taiwan's recent decision to blacklist Chinese companies, including Huawei Technologies Co. and Semiconductor Manufacturing International Corp. (SMIC),...