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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),...
Wednesday 25 June 2025
China's drone export squeeze drives prices sky-high
Export prices for Chinese-made drone components are skyrocketing as Beijing enforces stricter controls on outbound shipments. According to reports from China's Jiwei Network, since...
Wednesday 25 June 2025
Clevo expects revenue rebound in 2Q25 amid new products and strong Asia-Pacific demand
Clevo announced that its revenue hit a low in the first quarter of 2025 due to component shortages and consumers waiting for new platform launches. However, the company expects to...
Tuesday 24 June 2025
HBM capacity crunch triggers price surge in DDR5 and VRAM markets
Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more...
Tuesday 24 June 2025
Aurona Industries anticipates sales growth except for China
Aurona Industries, a PCB substrate manufacturer, reported a 1.2% revenue growth in May, driven by higher orders from the electronics industry following a temporary US tariff grace...
Tuesday 24 June 2025
Global PMX's diversified industry strategy shows results, focusing on high value-added applications
Global PMX approved its 2024 financial results and outlined growth plans for 2025 at the annual shareholders meeting held on April 18, 2025, chaired by Chairman Cheng-sheng Lin. The...
Tuesday 24 June 2025
Coretronic's rapid southbound expansion drives shipment growth outlook for 2025
Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving,...
Monday 23 June 2025
Adata order visibility extends to September thanks to strong DRAM demand and long-term orders
DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
Friday 20 June 2025
LCD iPhone phased out as Apple's OLED procurement rate hits 100% in 1Q25
Alongside Apple and Samsung Electronics, Chinese smartphone manufacturers are accelerating the launch of OLED phones, further expanding the influence of OLED technology. Notably,...
Friday 20 June 2025
Overseas appetite drives Pudu past 100K robot milestone
A viral video of a food delivery robot in Shanghai recently sparked online buzz, but such scenes are routine across Asia. In Taiwan, China, and South Korea, service robots are already...
Thursday 19 June 2025
Urgent orders boost memory packaging and testing in 2Q25; AI stabilizes variables for 2H25
Benefiting from a rapid recovery in memory market demand during the first half of 2025, memory packaging and testing companies are sharing in the gains. Although the US 90-day tariff...
Thursday 19 June 2025
Nvidia Rubin accelerates SK Hynix's lead in HBM4 supply race
As Nvidia prepares to begin supplying samples of its next-generation AI accelerator "Rubin," industry sources report that SK Hynix is accelerating shipments of sixth-generation high-bandwidth...
Wednesday 18 June 2025
PCL fast-tracks CPO production as US cloud giants pushing AI infrastructure
PCL Technologies has secured a significant laser optical packaging order from Broadcom for its next-generation data center switch chips, signaling a milestone in the commercial rollout...
Tuesday 17 June 2025
Huawei ensnared in Taiwan's export curbs, local suppliers see no immediate impact
Taiwan's Ministry of Economic Affairs has added Huawei and SMIC to its newly updated export control list, requiring domestic firms to secure a license from the Bureau of Foreign Trade...
Tuesday 17 June 2025
India to command 20% of global smartphone output in 2025 as shipments to US surge amid tariff
Counterpoint Research forecasts that India will account for one-fifth of global smartphone manufacturing output in 2025, driven by rising exports from major brands like Apple and...