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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Global semiconductor distribution leaders Arrow Electronics and Avnet have expressed cautious optimism about the market outlook, despite ongoing challenges in various regions.
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).
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.
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.
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.
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.
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.
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.