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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
DeepSeek leaves ASIC prospects unscathed as Taiwanese IC design houses wield proprietary IP
Chinese AI startup DeepSeek made a splash during the Lunar New Year, sparking a critical debate: Will advancements in AI model efficiency drive up or reduce demand for chip hardware?...
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...
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...
Friday 7 February 2025
APEC targets AI-driven growth, pricing pressure persists amid stable demand
Advanced Power Electronics Co. (APEC) is targeting sustained revenue and gross profit growth through 2025, with a focus on improving gross margins and achieving double-digit revenue...
Friday 7 February 2025
Taiwan's grid upgrade accelerates as AI demand drives US orders
The global power infrastructure sector is witnessing a sweeping transformation, with governments prioritizing grid resilience and renewable energy integration. In this landscape,...
Friday 7 February 2025
Chicony expects strong 2025 growth amid stable PC demand
Chicony Electronics, a leading electronic components manufacturer, reported revenue of NT$7.518 billion (US$228 million) for January 2025, reflecting the seasonal effects of the Lunar...
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
Realtek optimistic about 2025 prospects
Taiwanese network IC design house Realtek Semiconductor has expressed confidence in its business prospects for 2025, as evidenced by improved order visibility and technological adv...
Thursday 6 February 2025
Arm gives cautious outlook despite strong results
Arm gives cautious outlook despite strong results
Thursday 6 February 2025
Jinpao Precision sees sustained demand for AI server cabinets
Amid the furor surrounding the shock emergence of DeepSeek, strong financial results from the AI server supply chain show that demand remains strong. Chassis maker Jinpao Precision...
Thursday 6 February 2025
BizLink Holding reports record January revenue despite Lunar New Year Holidays
BizLink Holding, a connector and wire company, saw a boost in product shipments that helped it overcome the impact of the Lunar New Year holidays, achieving a record revenue of NT$5.555...
Thursday 6 February 2025
Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation...
Thursday 6 February 2025
Arm stands to benefit as AI innovations spur chip demands, with DeepSeek emerging as driving force
Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC chips, Arm anticipates reaping the benefits of this surge...
Thursday 6 February 2025
AI server boom fuels Murata's MLCC sales and profit rebound
Murata Manufacturing posted a consolidated operating profit of JPY234.1 billion (US$1.508 billion) for the April–December 2024 period, reflecting an 8.9% increase compared to...