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Friday 10 January 2025
PA firm Transcom targets military SSPA market with 1H25 shipment ramp-up
Transcom, a provider of military-grade power amplifiers (PA), has disclosed that its revenue for 2024 reached an all-time high. The company's strong sales performance last year was...
Thursday 9 January 2025
Global AI server market and industry trends, 2025
The introduction of generative AI, particularly ChatGPT, has significantly impacted the demand for high-end AI servers worldwide, leading to a noticeable increase in shipments. It...
Thursday 9 January 2025
Chenbro Micom sees record revenue in December, fueled by robust AI demand
In December 2024, Chenbro Micom, a server chassis manufacturer, recorded an all-time high revenue of NTD 16.1 billion (approx. US$490 million), a 33.1% increase from the previous...
Thursday 9 January 2025
Defy expectations: ODM shipments surge in 1Q25 amid pre-Trump inauguration rush
The Original Design Manufacturer (ODM) industry is defying typical first-quarter seasonality in 2025, propelled by robust notebook (NB) shipments and sustained AI server demand. While...
Thursday 9 January 2025
Chinese automakers set ambitious targets amid EV subsidy extension
China's automobile market is poised for significant growth in 2025, bolstered by the continuation of government electric vehicle (EV) purchase subsidy programs aimed at stimulating...
Wednesday 8 January 2025
China's mobile subsidies boost PA supply chain outlook for 1Q25
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's...
Wednesday 8 January 2025
Netronix's gross margin is expected to exceed 25% in 2H25, with shipments of color panels as early as 2Q
2024 marked the year of color E-books and a year of prosperity for Netronix, as the company achieved record-breaking annual revenue. Looking ahead to 2025, Netronix predicts a 20%...
Tuesday 7 January 2025
Ennostar's 2024 revenue rebounds, cautious outlook for 1Q25
LED manufacturer Ennostar achieved its third-highest annual revenue of NT$24.39 billion (US$772.5 million) in 2024, representing a year-over-year increase of 9.3%. However, the company...
Tuesday 7 January 2025
GIS showcases smart automotive displays at CES as December tablet shipments rebound
Panel manufacturer GIS is set to unveil cutting-edge technologies in smart automotive displays and near-eye displays at CES. Key highlights include head-up displays (HUD), low-reflection...
Monday 6 January 2025
Foxconn reports record revenue in 2024, driven by AI product demand and GB200 shipments
Foxconn reported a record revenue of NT$654.825 billion (approx. US$19.91 billion) in December 2024, thanks to the initial shipments of GB200-related products. This boost contributed...
Monday 6 January 2025
AI servers demand helps ODMs weather 1Q25 slowdown
Most server ODMs are projecting substantial growth in AI server shipments by early 2025, driven by optimism around AI-related demand and bolstered by Nvidia's upcoming Blackwell GPU...
Friday 3 January 2025
AI and semiconductors drive global industrial growth in 2025
Despite ongoing geopolitical tensions and global economic policies impacting the electronics industry as the new year begins, demand for semiconductors, AI servers, and related components...
Friday 3 January 2025
Motherboard and graphics card makers embrace AI server boom
Taiwan's major motherboard and graphics card manufacturers are capitalizing on opportunities in the AI server sector, with projected operational growth in 2025, according to industry...
Friday 3 January 2025
Quanta gearing up for AI supercomputer shipments
Quanta Computer is positioned to maintain its leadership in the AI sector, according to Barry Lam, chairman of the Taiwan-based ODM company. Building on AI advancements, he expects...
Monday 30 December 2024
GB200 NVL shipments expected to accelerate amid KYEC's capex increase
According to a report by Mizuho, shipments of the GB200 NVL are on track to meet the late 2024 schedule, even though production volumes have initially been lower due to bottlenecks...