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Wednesday 26 March 2025
China seizes auto display lead on EV tailwinds; Taiwan bets on high-end
The global auto display panel market is expanding rapidly amid rising demand for smart and electric vehicles. China is gaining ground as a major supplier, fueled by its fast-growing...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 24 March 2025
Browave fast-tracks CPO rollout: 2025 shipments, 2026 breakout growth
The rise of AI data centers is fueling demand for co-packaged optics (CPO) and silicon photonics (SiPh), compelling optical communications firm Browave to fast-track its CPO development...
Monday 24 March 2025
Avalue forecasts growth driven by healthcare and industrial orders
Avalue anticipates improved revenue and gross margins as project orders grow. With stable growth in vertical markets like healthcare and the order shipment ratio exceeding 1, Avalue...
Friday 21 March 2025
China steel unit expands semiconductor business, eyes biomedical growth
Thintech Materials, a subsidiary of China Steel Corporation, is ramping up its semiconductor operations with expected significant growth by 2025, driven by target and evaporation...
Thursday 20 March 2025
Taiwan server revenue and shipment forecast, 2025

Introduction

Thursday 20 March 2025
Nvidia's GB200 faces early retirement, GB300 set for smoother launch
Despite recent manufacturing improvements, Nvidia's GB200 NVL72 AI server cabinet may become the "shortest-lived" in the company's history, according to industry observers. The cabinet,...
Wednesday 19 March 2025
SK Hynix ships world's first 12-layer HBM4 samples to customers
SK Hynix Inc. (or "the company") announced today that it has shipped the samples of 12-layer HBM4, a new ultra-high performance DRAM for AI, to major customers for the first time...
Tuesday 18 March 2025
Buima turns to green energy, cost reduction in transition efforts
Construction material maker Buima saw its gross margin reach 14.56% in 2024, boosted by solid shipments of battery module products and a marked increase in exports of metal construction...
Tuesday 18 March 2025
Mobile market enters off-season as panel prices hold steady
Following the Lunar New Year holidays, the mobile panel market has officially entered its traditional off-season. While China's subsidy policies have sustained demand for end-user...
Tuesday 18 March 2025
Innolux targets a 2024 profitability rebound with a strategic overhaul fueled by 5G-A and AI integration
Panel giant Innolux Corporation is set to return to profitability in 2024 due to the sale of its factory to TSMC. Looking ahead to the first quarter of 2025, Innolux stated that China's...
Monday 17 March 2025
Taiwan polarizer maker expects 'old-for-new' stimulus, IT refresh to boost 2025 demand
Cheng Mei Materials Technology (CMMT), a Taiwanese polarizing film maker, expects a mixed outlook for 2025 as shifting US tariffs prompt customers to front-load orders in late 2024...
Friday 14 March 2025
Repon to see GB200 server slide volume shipments in 3Q25
Server sliding rail maker Nan Juen International (Repon) has seen increased revenue since February 2025, driven by demand from US-based cloud service provider (CSP) clients, and will...