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Friday 16 May 2025
AI server boom powers Wonderful Hi-Tech's 1Q surge as high-speed cable shipments hit stride
Taiwan's Wonderful Hi-Tech Co. reported strong first-quarter of 2025 results and reaffirmed its full-year revenue growth outlook of 20–25%, shrugging off headwinds from currency...
Thursday 15 May 2025
China surges in OLED push after LCD triumph, as Samsung, LG escalate tech rivalry
China, having solidified its dominance in the LCD panel market, is now intensifying its push into organic light-emitting diode (OLED) technology. A government-driven "trade-in" program...
Thursday 15 May 2025
AI computing power race continues amidst Trump tariff uncertainties
Global tech markets are closely monitoring AI server shipments and generative AI evolution as the industry enters a new phase of computing power competition. Economic uncertainties...
Thursday 15 May 2025
AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders...
Thursday 15 May 2025
Quanta forecasts strong Q2 as AI server demand powers record earnings
Quanta Computer posted record first-quarter 2025 results on May 14, with gross margin reaching 7.92% and operating margin climbing to an all-time high of 5.07%. Net income after tax...
Thursday 15 May 2025
China's IC innovation forum reports 94% mass production rate among 118 showcased chips
VeriSilicon Holdings Co. launched the 15th Songshan Lake China IC Innovation Summit Forum on May 13, 2025, in Dongguan's Songshan Lake district. This year's forum highlights 10 domestically...
Thursday 15 May 2025
Network gear makers lack capacity and components to expedite shipments amid tariff concerns
Taiwan-based networking and communication solutions providers are facing difficulties meeting customers' requests to expedite shipments during the 90-day pause on the US reciprocal...
Wednesday 14 May 2025
Imaging specialist Ability unveils new machine vision modules for next-gen automation and edge AI
Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two...
Wednesday 14 May 2025
Chinese panel makers scale back LCD production as tariffs bite
Chinese panel manufacturers BOE Technology and TCL China Star Optoelectronics (TCL CSOT) have reportedly begun scaling back their LCD panel production in response to the tariff policies...
Wednesday 14 May 2025
Apple posts record first-quarter shipments in India as premium segment surges
India's smartphone market shipped 32 million units in the first quarter of 2025, marking a 5.5% year-over-year decline, according to IDC. This is the second consecutive quarter of...
Tuesday 13 May 2025
China smartphone market, 1Q 2025

Introduction

Tuesday 13 May 2025
iPhone monthly shipments in China halved as Apple cuts prices ahead of 618 shopping festival
The China Academy of Information and Communications Technology (CAICT) released data on smartphone shipments in March 2025, showing an overall year-over-year increase of 6.5%, with...
Tuesday 13 May 2025
New gaming consoles boost PXI's 1H25 operations; tariff impact remains uncertain
IC design house PixArt Imaging (PXI) held an investor conference and shared its market outlook. The company noted that revenue in the first quarter of 2025 exceeded earlier expectations,...
Tuesday 13 May 2025
Argosy expects 30-40% revenue growth in 2H25, estimates exchange rate impact on gross margin at 1.5-2%
Argosy, a connector manufacturer, reported strong revenue in the first quarter of 2025 thanks to early inventory buildup by customers. Despite potential tariff issues, customer orders...
Monday 12 May 2025
China smartphone industry, 1Q 2025

Introduction