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Saturday 8 February 2025
Passive component suppliers see strong 1Q25 demand, defying seasonality
Taiwanese passive component manufacturers Yageo and Ample Electronic Technology have started 2025 with unexpected revenue growth, bucking the traditional first-quarter slowdown. As...
Friday 7 February 2025
OEMs rush chip orders ahead of potential US tariffs
OEMs have ramped up early component and processor purchases since late 2024, bracing for potential US tariff hikes, according to industry sources.
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...
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...
Thursday 6 February 2025
MLCC demand to boom in 2025, buoying Yageo and Walsin
The demand for multilayer ceramic capacitors (MLCC) is expected to increase significantly in 2025, which will provide a boost to major Taiwan-based passive component companies including...
Thursday 6 February 2025
Trump tariffs threaten global auto parts makers' survival
As new US tariffs take effect and trigger retaliatory measures, automotive component suppliers face mounting challenges that could threaten their very survival.
Wednesday 5 February 2025
Supply chain players pivot to flexible production amid tariff uncertainty
US President Donald Trump has delayed imposing tariffs on imports from Mexico for 30 days, after a phone call with Mexican President Claudia Sheinbaum.
Tuesday 4 February 2025
Rise of DeepSeek brings new opportunities, according to component suppliers
Component manufacturers foresee that the emergence of DeepSeek may attract the interest of additional enterprises engaged in innovative AI applications, stimulate the advancement...
Friday 24 January 2025
Screen to boost semiconductor equipment production capacity by 20% to meet AI demand
Japanese semiconductor cleaning equipment manufacturer Screen plans to increase its semiconductor manufacturing equipment production capacity to 120% of the 2023 level by fiscal year...
Friday 24 January 2025
Transmission component manufacturers step up robot deployment
The past year has been one full of ups and downs for Taiwan's machinery industry: aside from products and components related to AI and semiconductors, most other product lines remained...
Wednesday 22 January 2025
Trump to prioritize US auto manufacturing despite challenges
President Donald Trump has returned to the White House, and in his inaugural speech, he reaffirmed his commitment to manufacturing in the US as a priority, vowing to revive the American...
Monday 20 January 2025
Taiwan machine tool supplier eyes US collab for humanoid robot components
Taiwan's emerging focus on humanoid robot development presents opportunities for local firms to partner with US companies, despite the challenges of capital-intensive production....
Thursday 16 January 2025
Passive component materials firm Ample Electronic sees strong 1Q25
Passive component materials supplier Ample Electronic Technology anticipates an exceptionally strong first quarter of 2025, driven by improved order visibility compared to previous...
Wednesday 15 January 2025
Lenovo to double smartphone and notebook production in India
Lenovo is set to more than double its smartphone and notebook production in India from 6.4 million in fiscal 2024 to over 12 million units in fiscal 2025, driven by the production-linked...
Monday 13 January 2025
Etron shifts focus to practical AI solutions, secures new partnerships at CES 2025
At CES 2025, Taiwanese IC design house Etron Technology demonstrated its successful transformation from a component supplier to a solutions provider, showcasing an array of innovative...
Research Report Database
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