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Wednesday 11 June 2025
US, China officials agree on plan to ramp down trade tensions
The US and China de-escalated trade tensions, agreeing to a preliminary deal on how to implement the consensus the two sides reached in Geneva, negotiators for both sides said.
Tuesday 10 June 2025
MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25
Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational...
Tuesday 10 June 2025
Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
Tuesday 10 June 2025
Tariffs drive 2Q25 panel market volatility: Innolux and AUO May revenues show slight fluctuations
The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%...
Tuesday 10 June 2025
Taiwan's May exports hit record US$51.74 billion on AI server boom and US tariff dynamics
Taiwan's total export value in May 2025 soared to a record US$51.74 billion, surpassing the US$50 billion mark for the first time and marking a 38.6% year-over-year increase. According...
Tuesday 10 June 2025
Jarllytech reports 30% revenue growth in May as Chinese customer launches foldable notebook with exclusive hinge
Jarllytech saw 30% revenue growth year-over-year in May, hinges on new foldable notebook launch
Tuesday 10 June 2025
Pegatron sees 2H25 lift: 2 pivotal sectors gain traction
Heading into the second half of 2025, Taiwan-based electronics maker Pegatron is navigating persistent uncertainty stemming from shifting US tariff policies. At its June 6 annual...
Monday 9 June 2025
Inventec forecasts server-led expansion with tepid notebook outlook

Inventec reported modest notebook shipment growth in May and continued strength in its server business, which it expects to remain the...

Saturday 7 June 2025
TV panel market cools amid tariff uncertainty and early inventory buildup
Uncertainty over US tariffs is weighing heavily on the global LCD TV panel market, with sluggish demand prompting TV brands to revise their panel procurement plans for the second...
Friday 6 June 2025
Foxconn posts NT$615.7 billion in May revenue amid currency headwinds; YoY growth fueled by AI demand
Foxconn reported consolidated revenue of NT$615.745 billion (US$20.55 billion) for May 2025, marking a 3.99% decline compared to April. However, when measured in US dollars, the company...
Thursday 5 June 2025
Nvidia surge powers Wistron to record revenue as AI server boom accelerates
Wistron Corporation reported a record-high monthly revenue in May, exceeding NT$200 billion (US$6.68 billion) for the first time, fueled by robust demand for AI servers. The company...
Wednesday 4 June 2025
Neousys posts 1Q25 revenue gain amid global uncertainties
Taiwan's Neousys Technology reported first quarter 2025 consolidated revenue of NT$418 million (US$13.94 million), buoyed by continued project deliveries despite external headwinds...
Tuesday 3 June 2025
Subsidized iPhones put Apple back on top in China, but at what cost?
Apple's smartphone shipments in China dropped 9% year-over-year in the first quarter of 2025, falling to fifth place with a 13.7% market share, according to IDC. In response, the...
Tuesday 3 June 2025
Global smartphones, 1Q 2025

Introduction

Tuesday 3 June 2025
Samsung rides GDDR7 wave as Nvidia, AMD shift to comply with US export curbs
In response to intensified US export controls on advanced semiconductor shipments to China, major chipmakers Nvidia and AMD are reportedly adopting Samsung Electronics' GDDR7 graphics...