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Thursday 24 April 2025
What TSMC revealed at 2025 Symposium
At its 2025 North America Technology Symposium, attended by over 2,500 industry leaders, TSMC unveiled a suite of technologies that complements its 1.8nm (18A) process. From advanced packaging for AI to power-efficient solutions for smartphones and IoT, and reliable nodes for autonomous vehicles, TSMC's announcements underscored its role as a linchpin in the global semiconductor supply chain.
Wednesday 23 April 2025
MediaTek could emerge as surprise winner in US-China tech tensions
US-China competition remains fierce despite tariff stalemate, with technology decoupling accelerating behind the scenes. Taiwan's MediaTek may find unexpected opportunities amid this conflict, according to market analysts.
Friday 11 April 2025
Apple supplier GSEO reports March revenue surge amid tariff uncertainty
Genius Electronic Optical (GSEO) has unveiled its operational results for March 2025, revealing consolidated revenue of NT$1.893 billion (US$0.06 billion). This represents a strong 36.21% rise from February's NT$1.389 billion. However, when compared to the same period last year, there is a slight decline of 3.44%. For the first quarter of 2025, the company's total revenue amounted to NT$5.321 billion, marking a modest 1.6% growth over the corresponding period in 2024.
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple with iPhone assembly and AirPods production, recently stated during a conference call that tariffs have had minimal impact on its profits and revenues since the volume of finished products exported to the US is quite low.
Wednesday 9 April 2025
Tariff impacts on South Korean businesses: Overview of effects on home appliances, smartphones, and components
Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern.
Tuesday 1 April 2025
Google delays Pixel 9a launch due to component issue, 500,000 units to be reworked
In late March, Google announced its lightweight Pixel 9a model, but reports suggest that some component issues have delayed its release schedule. Google has confirmed that one of the "passive components" did not meet its quality standards, causing the delay. It is understood that the new device has yet to reach consumers, and units from various warehouses must be sent back to the factory. An estimated 400,000 to 500,000 Pixel 9a units will require rework.
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 devices, elevated channel inventory has prevented a noticeable surge in first-quarter demand for mobile panels. Consequently, panel prices have remained stable throughout March.
Saturday 15 March 2025
Samsung bets on an Apple-style shift to rescue faltering Exynos chip ambitions
Samsung Electronics is considering a major overhaul of its semiconductor division as Exynos chip losses mount. Reports suggest the company may transfer its Exynos application processor (AP) division from System LSI, under the Device Solutions (DS) unit, to the Mobile eXperience (MX) division within Device eXperience (DX). This shift would follow Apple's model, giving Samsung's mobile division full control over chip development to enhance integration and performance.
Wednesday 12 March 2025
USI Feb 2025 revenue: with mixed bag of growth and seasonal slump, what's behind the numbers?
Universal Scientific Industrial (USI), a global leader in electronics manufacturing services (EMS) and original design manufacturing (ODM), has published its February 2025 revenue report. With a strong presence in consumer electronics, automotive technology, industrial applications, and telecommunications, USI leverages technological innovation and advanced manufacturing to strengthen its position in the competitive global electronics market.
Wednesday 12 March 2025
Samsung eyes Exynos 2600 comeback, challenging Qualcomm, Mediatek
Samsung Electronics is reportedly stabilizing yields in its advanced chipmaking process, fueling optimism over its next-generation Exynos 2600 SoC. The development raises the prospect of breaking Qualcomm's grip on Galaxy S-series devices and reshaping the supply landscape. A strong showing from Exynos 2600 could also complicate MediaTek's efforts to gain a foothold in Samsung's flagship smartphone lineup.
Monday 10 March 2025
Apple supplier GSEO sees 40% profit growth in 2024, March demand on the rise
Genius Electronic Optical (GSEO) reported NT$23.187 billion (approx. US$706 million) in revenue for 2024, marking a 6.98% increase from the previous year. Net profit attributable to the parent company jumped 40.7% to NT$4.323 billion, with earnings per share (EPS) at NT$38.35.
Friday 7 March 2025
MediaTek bets on AI-driven growth with Dimensity 9500
MediaTek sees AI innovation as a key driver for mobile applications over the next two years. Its upcoming Dimensity 9500 already generates stronger customer traction than its predecessor. Set for a second-half 2025 launch, the chipmaker is poised to expand its share in the flagship smartphone market segment.
Wednesday 5 March 2025
Trump's policies could be biggest wild card to PCB industry
Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit (LEO) satellite applications is expected to continue heating up, providing a moderate growth boost for Taiwan's PCB industry.
Tuesday 4 March 2025
Lens Tech expands in automotive glass as EV growth offsets smartphone slowdown
Lens Technology is expanding beyond smartphones, strengthening its position in automotive glass manufacturing. While still a key Apple supplier, the company is accelerating its shift into new-energy vehicle (NEV) components, positioning itself for long-term growth despite short-term market headwinds.
Monday 3 March 2025
Jabil, Aequs, and Tata reportedly export made-in-India Apple components to China and Vietnam
India reportedly begins exporting mechanical components for Apple products to Vietnam and China, potentially signaling an increasing development of India's manufacturing ecosystem thanks to Apple suppliers.
Thursday 27 February 2025
Chinese smartphone AP shipments decrease sequentially in 4Q24, but stay flat in 1Q25, says DIGITIMES
Chinese smartphone application processors (APs) shipments are expected to remain stable in the first quarter of 2025 despite the traditional off-season, supported by China's handset subsidy policy. Mid-to-high-end 5G models will likely appeal more to consumers within the subsidy-eligible price range, according to DIGITIMES' latest report covering Chinese smartphone AP market.
Wednesday 26 February 2025
MediaTek debuts 5G-advanced M90 modem at MWC 2025 with AI, satellite integration
MediaTek will unveil its 5G-Advanced M90 modem at MWC 2025 Barcelona, offering peak download speeds of up to 12Gbps. Built on 3GPP Release 17 and Release 18 standards, the M90 also boosts uplink speeds by 20% with advanced 2Tx-2Tx uplink switching technology.
Wednesday 26 February 2025
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, has in recent years eclipsed its American and Japanese rivals to emerge as China's dominant supplier of sensor components. Orchestrating this remarkable ascent is the low-profile yet formidable Renrong Yu.
Wednesday 26 February 2025
Dixon Technologies eyes expansion of electronics manufacturing footprint
Dixon Technologies, India's largest electronics manufacturing services (EMS) provider, has experienced rapid annual growth and is looking to double revenue, demonstrating that "Make in India" is on the rise.
Tuesday 25 February 2025
Semco exits smartphone HDI market with closure of Kunshan plant
Samsung Electro-Mechanics (Semco) has officially shut down its smartphone motherboard (HDI) factory in Kunshan, China, as part of a broader strategy to pivot toward higher-value business segments. The company confirmed that it completed the liquidation of the Kunshan facility by the end of 2024, effectively ending its presence in the smartphone HDI market.
Monday 24 February 2025
Metalens technology will likely co-exist with conventional optics
Smartphone development has trended toward increasing camera pixel counts while shaving off device weight. Under these design considerations, industry sources have reported that Apple may adopt metalenses in the iPhone 17 Pro Max this year, which will help reduce lens thickness and device weight, improve scanning precision, and possibly even shrink the size of the phone's Dynamic Island.
Tuesday 18 February 2025
GaAs foundry Win Semiconductors positive about RF chip demand
Win Semiconductors (WIN), a GaAs foundry, is reportedly one of the beneficiaries of Apple's in-house RF component initiative. Although the Taiwan-based company has declined to provide any information regarding customer status or orders, it stated that the demand for RF chips is expected to be strong.
Tuesday 11 February 2025
Declining consumer power and intensifying competition challenge iPhone sales in China
The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth has hit a bottleneck in this region. The overall slowdown in China's consumer market and intensified competition from local brands are key factors contributing to this outcome.
Friday 7 February 2025
Japanese component makers ride AI server, data center wave
Artificial intelligence (AI) and data center demand are emerging as key performance drivers for Japanese electronic component makers such as Murata Manufacturing, while performance in areas such as automotive and smartphones remains mixed.
Friday 10 January 2025
Largan chairman highlights key factors in robotic vision race
Largan Precision chairman Adam Lin has emphasized that specifications for robotic vision applications are not necessarily higher than those of smartphones, particularly noting that 5 plastic (5P) lenses are anticipated to become a future trend.