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Friday 14 February 2025
Geni Ideas rides AI boom with overseas push and emerging market listing
Geni Ideas, an engineering firm for specialty semiconductor gases, is bracing for surging demand as its top customer, TSMC, accelerates capacity expansion in advanced processes and packaging.
Friday 14 February 2025
Force Mos wins US patent case against Asus, seeks injunction
MOSFET provider Force Mos Technology has secured a legal victory in a patent infringement lawsuit against Asus, with the US District Court for the Eastern District of Texas ruling in its favor on February 13, 2025. The court found Asus guilty of willful infringement and ordered the company to pay US$10.5 million in damages.
Friday 14 February 2025
Chinese TV brands dominate Japan market as Korean rivals struggle
With Panasonic announcing its exit from the television business in 2025, all eyes are on global TV giants Samsung Electronics and LG Electronics to see how they will navigate the Japanese market. However, both South Korean brands currently maintain a minimal market presence in Japan, struggling against the price-competitive strategies of Chinese competitors.
Friday 14 February 2025
PixArt leans on gaming mice, consoles for solid 1Q25 performance
PixArt Imaging reported strong financial results for the fourth quarter of 2024, primarily fueled by robust mouse product sales. Despite an anticipated slight dip in gaming mouse revenue share, the company projects stable revenue for the first quarter of 2025, driven by growth in other mouse categories and the upcoming launch of a major client's game console in the first half of 2025.
Friday 14 February 2025
Arm's rumored chip design push raises questions over its neutral industry role
UK-based semiconductor IP giant Arm is reportedly expanding its efforts in chip design, with plans to release its first self-developed processor as early as summer 2025. Reports indicate that Meta Platforms is among its initial customers, signaling a potential shift in Arm's role within the industry.
Friday 14 February 2025
Why four Taiwanese graphics card manufacturers are securing coveted roles in Nvidia's AI revolution
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the AI server boom.
Friday 14 February 2025
Nvidia's RTX 50 delay rocks notebook supply chain, jeopardizing 2025 rebound
Nvidia's high-end RTX 50 series launch, originally set for January 2025, has been postponed to March, according to notebook supply chain sources. This delay also impacts the mid-range and entry-level models, moving their release from March to April.
Thursday 13 February 2025
Trump tariffs may hurt Taiwan's medical equipment exports
US clients have long collaborated with Taiwan's manufacturing sector, rendering the US the foremost export market for Taiwan's medical equipment industry. However, with the initiation of a new series of tariffs by the Trump administration, Taiwan's medical equipment exports to the US may be impacted.
Wednesday 12 February 2025
Smart glasses spark micro-LED race as PlayNitride debuts new display
Meta's launch of its Orion augmented reality (AR) glasses has ignited industry interest, with artificial intelligence (AI) accelerating the trend. As a result, full-color micro-LED is increasingly seen as a must-have for next-generation premium AI eyewear.
Wednesday 12 February 2025
VSO Electronics eyes growth in 2025 driven by server cables amid shifting production strategies
VSO Electronics, a leading developer and manufacturer of connection cables, projects strong growth in 2025, driven by expanding opportunities in server and data storage markets, despite ongoing changes in its production strategy.
Wednesday 12 February 2025
DeepSeek to drive 107% annual growth in China smart glasses market
Chinese AI startup DeepSeek has captured global attention in recent weeks with its R1 inference model, which the company claims matches OpenAI's o1 model in performance while requiring significantly lower development costs. This breakthrough has resonated throughout the AI industry, particularly for its potential to reduce both development and operational expenses for businesses.
Tuesday 11 February 2025
Asus and Advantech invest in Freedom Systems to tap into growing commercial IT market
Asus has acquired a 10% stake in Freedom Systems to enhance IT management and plans to increase this holding by another 10%, while Advantech has acquired a 20% stake. With the support of these two major companies, Freedom Systems is expected to register for the emerging stock market by the end of 2025 and be listed on the Taiwan Innovation Board by the end of 2026.
Tuesday 11 February 2025
Chenbro Micom reports robust January revenue
Chenbro Micom, a server chassis specialist, has achieved its highest January revenue in 2025 compared to the same period in previous years.
Tuesday 11 February 2025
Edge device specs upgrades boost cooling fan tech, says YS Tech
Automotive cooling fan specialist Yen Sun Technology (YS Tech) has reported strong performance driven by sustained order inflows and pre-holiday shipments in early 2025. Despite fewer working days in January due to the Lunar New Year and a larger comparison base from deferred orders recognized in the same period in 2024, the company maintained robust operations.
Monday 10 February 2025
DeepSeek brings opportunities and challenges to Taiwan IT service providers
Taiwanese IT service providers are weighing the dual impact of DeepSeek's entrance into the AI market. The company's approach to democratizing AI computing power marks a shift from premium-tier services to more accessible solutions, potentially accelerating AI adoption. However, the emergence of open-source opportunities through DeepSeek will test companies' technical expertise and human capital.
Saturday 8 February 2025
Global PMX leverages AI and diversification to drive growth, boost margins
Global PMX, a leading manufacturer of automotive power and safety components, is driving growth through healthcare sector expansion and AI implementation. The company continues to strengthen its product portfolio with AI applications to enhance gross profit margins while maintaining stable growth in its traditional automotive market.
Saturday 8 February 2025
World Bank: 2025 will see better global trade growth than 2024
The World Bank forecasts stronger global trade growth in 2025 compared to 2024, suggesting that US President Donald Trump's trade protectionism may have less impact on the global economy than initially feared.
Saturday 8 February 2025
Chip distributors Arrow Electronics, Avnet see signs of market recovery in 2Q25
Global semiconductor distribution leaders Arrow Electronics and Avnet have expressed cautious optimism about the market outlook, despite ongoing challenges in various regions.
Saturday 8 February 2025
Taiwan exports experience strong growth in January 2025
Taiwan's export growth maintained its momentum in January 2025, driven primarily by artificial intelligence (AI) and high-performance computing (HPC) demand, according to statistics from Taiwan's Ministry of Finance (MOF).
Saturday 8 February 2025
TECO rebrands to accelerate growth amid subsidy cuts to Taiwan Power Company
TECO Electric & Machinery (TECO), with the goal of raising public awareness of its advancements in air conditioning and smart living products, has, for the first time, appointed a brand ambassador: Taiwanese baseball star Chieh-hsien Chen. Chen will represent the company in the future, a move aimed at boosting business revenues and setting ambitious growth targets for the year.
Friday 7 February 2025
Techman Robot and ASMPT strike MOU
Cobot maker Techman Robot has signed a memorandum of understanding (MOU) with semiconductor production equipment maker ASMPT to jointly develop smart manufacturing applications. This strategic collaboration aims to integrate the technologies and expertise of both companies, to better address challenges and opportunities as industries worldwide seek digital transformation.
Friday 7 February 2025
Taiwan extends cybersecurity shield to critical infrastructures after DeepSeek AI ban
Taiwan's Executive Yuan convened a meeting in February 6 to discuss cybersecurity concerns surrounding DeepSeek AI, a Chinese open-source AI platform, calling for strict precautions against potential national security threats posed by the platform to government agencies.
Friday 7 February 2025
Component makers fear Southeast Asia next on Trump tariffs
While electronics suppliers maintain cautious optimism about US President Donald Trump's tariff policies, growing concern exists that Southeast Asia could become the next target for increased trade measures.
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 7 February 2025
Chicony eyes growth in high-wattage power supplies
Chicony Electronics saw its January revenue bolstered by AI applications, despite the notebook market entering its traditional off-season. With the upcoming launch of gaming laptops featuring next-generation GPUs, the company anticipates resuming monthly revenue growth by February, driven by increasing demand for high-wattage power supplies.
Research Report Database
CES 2025: Lightning D-Talks
Will Taiwan, South Korea, Japan join semiconductor alliance with US?
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research