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Wednesday 9 April 2025
Taiwan's tech giants shine as Trump's tariff tempest rages on—But for how long?
As US President Donald Trump enforces reciprocal tariffs internationally, global financial markets experience turmoil, particularly affecting electronics hardware manufacturers. Despite...
Wednesday 9 April 2025
US tariffs upend global diversification plans, nullify '+1' supply chain strategies
US President Donald Trump has announced a sweeping new tariff regime. Among the hardest hit are Cambodia and Vietnam, with tariffs of 49% and 45%, respectively, while Thailand and...
Wednesday 9 April 2025
Global wafer foundry industry and status, 2025

Introduction

Wednesday 9 April 2025
Micron lifts HBM market forecast as Nvidia B300 shipments loom
At its GTC event in March, Nvidia unveiled the B300 and GB300 AI accelerators, both scheduled for a mid-2025 release. The GB300, featuring significantly higher performance and power...
Tuesday 8 April 2025
US tariffs delay notebook production, raising concerns for 2025 growth
The Trump administration has imposed reciprocal tariffs globally under the guise of equal tariffs, causing significant concerns within the notebook (NB) supply chain regarding production...
Tuesday 8 April 2025
Motherboard makers to halt US shipments by April 9, Japan's CKD plan offers potential relief
The Trump administration's reciprocal tariffs have disrupted global electronics, with mainboard manufacturers shipping to the US until April 9, after which suppliers will halt shipments,...
Tuesday 8 April 2025
Group Up eyes US expansion despite tariff challenges, confident in market position in 2025
In response to the impact of reciprocal tariffs imposed by the United States, PCB, and substrate equipment manufacturer Group Up stated that its product exports to the US are relatively...
Tuesday 8 April 2025
Ultra large TVs still see momentum from China's incentive policy
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Monday 7 April 2025
Cloud growth drives Foxconn's March revenue to NT$552.125B
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March...
Monday 7 April 2025
RTX 50 laptops arrive, but will they jolt flatlining PC market?
Nvidia's long-awaited RTX 50 series gaming laptops have finally hit the market, stirring modest activity in an otherwise stagnant notebook supply chain. However, with early models...
Wednesday 2 April 2025
China's electronic product trade-in policy boosts high-end smartphone sales
China's electronic product trade-in initiative is driving stronger electronics sales in the first half of 2025, with the smartphone sector showing particular strength. Industry sources...
Monday 31 March 2025
Notebook shipment update, February 2025

Introduction

Friday 28 March 2025
SMIC profit slides 23% in 2024 despite record revenue surge
SMIC released its fourth-quarter and full-year 2024 financial results on March 27, reporting record revenue and wafer shipments. However, profitability declined amid persistent US...
Friday 28 March 2025
From earbuds to energy: SYNergy powers into mid-size battery market, eyes solid-state by 2025
Taiwan's SYNergy ScienTech is expanding beyond small-format battery cells to enter the mid-to-large battery market, targeting applications above 700mAh. President Colin Hsieh said...
Thursday 27 March 2025
Taiwan's Brightek navigates soft auto market, targets 30% growth in 2025 with new LED tech
Brightek expects to weather a subdued automotive and PC market in late 2024 with only a slight revenue decline, while positioning for substantial growth next year through product...