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Monday 23 December 2024
SK Hynix unveils 61TB SSD, challenging Samsung in AI data center market
Amid surging AI demand, SK Hynix has unveiled a 61TB SSD tailored for AI data centers, marking a significant leap in the enterprise SSD (eSSD) market and intensifying competition with industry leader Samsung Electronics.
Monday 23 December 2024
From PC cases to Nvidia's supplier, Chenbro shares 40 years of growth experiences
On December 17, Maggie Chen, chairperson of Chenbro, which has been designated as a server case supplier for Nvidia, was invited to speak at the 12th National Science and Technology Conference held by the Executive Yuan, where she shared her insights on the journey of managing a small and medium-sized enterprise (SME) in Taiwan. Chen noted that while PC molds used to last for 20 years, AI server case molds are now discarded within a year due to constant specification changes from Nvidia, forcing suppliers into a cycle of trial and error.
Friday 20 December 2024
China's chip equipment market faces triple threats: oversupply, sanctions, and structural shifts
The Chinese semiconductor industry faces a significant market correction as wafer fabs prepare for a downturn in 2025 amid oversupply concerns, causing substantial impacts across the global semiconductor industry. As one of the world's largest markets for semiconductor equipment, China's declining demand is compelling major international players to revise their strategies.
Thursday 19 December 2024
CDUs become new bottleneck in GB200 server mass production
Long delivery times for cooling distribution units (CDU) are reportedly why increased production of GB200 server racks has been delayed from the first quarter of 2025 to the second quarter, opening up new opportunities for Taiwanese manufacturers, according to cooling solution players.
Wednesday 18 December 2024
Google unveils Android XR as spatial computing OS to challenge Meta and Apple in XR sector
Google has newly unveiled Android XR, a spatial computing operating system (OS) designed for extended reality (XR) devices, poised to compete with Meta Platforms and Apple. The OS supports XR headsets, smart glasses, existing Android apps, and immersive VR content.
Tuesday 17 December 2024
Taiwanese power equipment supplier Fortune Electric targets over 50% export sales in 2025
Leading heavy electrical equipment maker Fortune Electric has seen 2024 revenue and profit surpass last year's levels, as its order backlog now extends to 2027-2028, according to company president I-te Hsu. The company expects exports to account for as much as 50% of its revenue in 2025, which will help boost its bottom line as exports are more profitable than sales to Taipower and other green energy products.
Tuesday 17 December 2024
Smart glasses poised for mainstream adoption amidst evolving tech and consumer demands
The evolution of smart glasses has been marked by challenges and learning experiences that continue to shape the landscape of this innovative technology. From the initial hype surrounding Google Glass, which dwindled under privacy concerns and a lack of practical uses, to the ongoing developments by Microsoft with HoloLens and Magic Leap, the journey has highlighted crucial lessons in blending technology with consumer needs.
Tuesday 17 December 2024
IC designers uncertain about PC demand in 2025
According to industry sources, the PC market should see some replacement demand in 2025, but visibility remains low for IC design houses despite the hype about AI devices.
Tuesday 17 December 2024
TSMC to see at least 20% sales growth in 2025
TSMC's revenue in US$ terms is expected to grow by at least 20% in 2025, with almost all major chip vendors seeking its support for advanced manufacturing processes where the world's number one pure-play foundry sees little challenge from competitors, according to industry sources.
Monday 16 December 2024
Trump 2.0 policy shift sparks Taiwan machinery sector pivot
The upcoming US policy focus on "high tariffs" and "Made in America" initiatives could significantly impact Taiwan's machinery exports while potentially creating new opportunities for adaptable manufacturers, according to recent warnings from the Taiwan Association of Machinery Industry (TAMI) and the Taiwan Machine Tool & Accessory Builders' Association (TMBA).
Monday 16 December 2024
Apple's new vision for computing is a foldable iPad
Apple's new vision for the future of computing is a giant, iPad-like foldable device. Also: The company rethinks the mouse, its next AirTag will have a new chip that lets you find items from farther away, and a shift to in-house Wi-Fi chips will kick off next year.
Monday 16 December 2024
Jarllytech to expand production capacities in SEA in response to Trump 2.0
With Donald Trump poised to take office in January 2025, the acceleration of supply chain relocation is becoming increasingly evident. Tai-yuan Chang, chairman of Jarllytech, a Taiwan-based provider of hinge technology and precision components, announced plans to expand production capacity in Thailand and Vietnam amid a significant uptick in the pace at which notebook manufacturers shift operations away from China.
Friday 13 December 2024
Digital printing replaces traditional textile dyeing as Epson reshapes industry dynamics
The traditional textile industry is facing dual challenges: the loss of skilled artisanship and increasing pressure to adopt eco-friendly practices. Japan-based printer manufacturer Epson is leveraging digital printing technology to revolutionize textile production, establishing digital textile centers worldwide.
Friday 13 December 2024
Speculation grows about MediaTek cutting into Apple Watch supply chain
Multiple media sources have reported that MediaTek's 5G modem chips may soon replace Intel's products in upcoming Apple Watch models. If true, it will mark MediaTek's first entry into Apple's supply chain.
Thursday 12 December 2024
Coretronic expects growth in imaging and energy-saving product shipments in December
Coretronic reported a self-estimated consolidated revenue of approximately NT$3.219 billion for November 2024, representing an 8% increase compared to the consolidated revenue of NT$2.993 billion (approx. US$92 million) in October. However, this figure reflects a 3% year-over-year decline.
Thursday 12 December 2024
Sinbon targets double-digit growth in 2025 revenues
Connector and cable assembly maker Sinbon Electronics has seen a drop in revenue, as inventory destocking beginning in the second half of 2023 led to slower demand. For the first eleven months of 2024, Sinbon posted NT$30.564 billion (US$940 million) in revenue, a drop of 0.66% compared to the same period in 2023. However, the company is confident about achieving positive growth in 2024 and is eyeing double-digit growth in 2025 driven by applications including green energy, AI, semiconductors, and electric vehicles.
Wednesday 11 December 2024
MediaTek's November revenue shines with full-year revenue set to reach NT$500 billion
MediaTek has announced its revenue performance for November, reporting a monthly revenue of NT$45.242 billion (approx. US$1.391 billion), which represents an 11.49% decrease from the previous month but a 5.04% year-over-year increase.
Wednesday 11 December 2024
Apple's Next Ultra Smartwatch Will Be Able to Send Texts Via Satellite
Apple plans to bring satellite connections to its smartwatch in 2025 and is ramping up work on a blood-pressure feature, seeking to entice hikers and health-conscious consumers into upgrading their devices.
Tuesday 10 December 2024
Feng Ching targets high-end insulation wires for AI data centers and EV applications
Feng Ching Metal Corp., a Taiwanese manufacturer specializing in enameled and other insulated wires, anticipates stable sales growth in products catering to emerging energy applications, including AI data centers and electric vehicle (EV) wireless charging systems. According to company president Hsin-yu Chen, these trends are driving demand for high-performance insulation solutions.
Tuesday 10 December 2024
Polytronics achieves record revenue in 3Q24, plans to enter semiconductor market in 2025
Taiwan-based protective component manufacturer Polytronics reported a record high in revenue and gross margin for the third quarter of 2024, driven by increased demand for components. The company is set to venture into the semiconductor market in 2025 and expand its thermal substrate products into power supply and defense applications.
Monday 9 December 2024
Apple plans three-year modem rollout in bid to top Qualcomm
Apple is preparing to finally bring one of its most ambitious projects to market: a series of cellular modem chips that will replace components from longtime partner — and adversary — Qualcomm.
Friday 6 December 2024
Phihong to ramp up production for low-orbit satellite products in 1H25
Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments of power supplies for low Earth orbit (LEO) satellite applications in recent months, with plans to gradually ramp up production in the first half of 2025. Meanwhile, the company is continuing its transition toward high-wattage products, with growth anticipated particularly in the network communications and industrial control markets.
Friday 6 December 2024
EV charging station company Zerova expects 20% revenue growth in 2025
EV charging specialist Zerova, a subsidiary of power supply maker Phihong Technology, expects performance in 2024 to remain roughly on par with 2023, but is eyeing a 20% increase in revenue next year as demand continues to grow in Asia and Europe, while the situation in North America will depend on Donald Trump's policies once he takes office, says company chairman Alex Lin.
Thursday 5 December 2024
Sensor maker FineTek expands production amid surging server liquid cooling orders
FineTek, a leading Taiwanese sensor manufacturer, is experiencing a sharp increase in orders from server ODM clients this December, driven by the mass production of Nvidia's GB200 liquid-cooled servers. The company anticipates continued strong momentum beyond the first quarter of 2025, with expectations of "astounding" order volumes in the second quarter.
Wednesday 4 December 2024
Merck's semiconductor pivot: a decade of transformation and future ambitions
Merck has fundamentally reshaped its business strategy, evolving over a decade from a display-focused powerhouse into a crucial semiconductor materials supplier. Following its recent acquisition of Unity-SC, the German materials giant plans to rebrand its "Display Technology Solutions" business unit as "Optoelectronics" in 2025. The company's semiconductor segment currently generates 80% of its revenue, marking a dramatic shift from its display-centric past.
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