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Wednesday 26 February 2025
The hidden visionary behind China's CMOS image sensor revolution
Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision,...
Wednesday 26 February 2025
Layoffs surge at Tier 1 suppliers amid rising costs and EV market slowdown
The wave of layoffs sweeping through the global automotive industry shows no sign of slowing, with major international Tier 1 suppliers--Germany's Continental, Bosch, and ZF--bearing...
Tuesday 25 February 2025
Chroma ATE hits record 2024 profits, targets 2025 growth in semiconductors, AR glasses, and AI servers
Chroma ATE, Taiwan's leading supplier of automated testing and measurement equipment, achieved a milestone in 2024, posting its highest post-tax net profits in 40 years. Looking ahead...
Monday 24 February 2025
Trump's claim of 'hundreds of billions' Apple US investment could take a decade to materialize
A recent meeting between Apple CEO Tim Cook and US President Donald Trump led to the president announcing that Cook plans to invest hundreds of billions of dollars in the US and relocate...
Friday 21 February 2025
LMFP battery maker HCM grows overseas presence
Lithium manganese iron phosphate (LMFP) battery manufacturer HCM stated that the company's LMFP materials have successfully entered the US battery supply chain, noting that its customers...
Thursday 20 February 2025
Supply chain implications of iPhone 16e reveal Apple's strategic shifts
Apple's latest iPhone 16e combines premium features with affordability, marking several strategic shifts in the company's supply chain and manufacturing approach. While consumers...
Thursday 20 February 2025
Samsung Display poised to dominate OLED supply for Apple's MacBook amid BOE's yield woes
Samsung Display (SDC) and China's BOE are targeting Apple's next-generation OLED device market through investments in 8.6-generation IT OLED production lines. However, South Korean...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Monday 17 February 2025
Shining Victory optimistic about automotive electronics market in 2025, targeting double-digit growth
With smart reading lights and starlight roof features gradually expanding from high-end to mainstream vehicle models, Shining Victory Motor Electronic (Shining Victory) remains optimistic...
Friday 14 February 2025
TSMC, Foxconn, Hiwin, and Hota among Taiwanese firms poised to gain from humanoid robot boom
Morgan Stanley has introduced the "Humanoid 100," a compilation of companies expected to gain from advancements in humanoid robots. Among the companies featured are four from Taiwan:...
Thursday 13 February 2025
Taiyo Yuden raises fiscal 2024 projections; cites improved outlook for components demand from data centers
Japanese electronic components supplier Taiyo Yuden has revised its financial forecast for fiscal 2024 (ending March 31, 2025), expecting year-over-year increases in revenue and operating...
Wednesday 12 February 2025
PMIC supplier GMT pessimistic about market prospects
Global Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.
Wednesday 12 February 2025
Lens Technology poised to lead UTG supply for Apple's foldable devices
Supply chain shifts for Apple's foldable products are taking shape. According to TheElec, Chinese manufacturer Lens Technology is positioned to become the primary supplier...
Tuesday 11 February 2025
iPhone slump reverberates through Taiwan's chip supply chain
Apple's iPhone revenue has fallen short of market expectations, slipping slightly year-over-year. The downturn is sending shockwaves through the mobile power amplifier (PA) sector,...
Tuesday 11 February 2025
U-Best sees stable shipments of flexible HC materials as foldable phone market expands
Taiwan-based polymer materials supplier U-Best Innovative Technology is experiencing steady growth in shipments of hard coat (HC) films for flexible displays as demand for foldable...