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Friday 7 March 2025
Merry stands strong amid global challenges with diversified growth taking shape
Despite external pressures such as tariffs and geopolitical uncertainties, electroacoustic component manufacturer Merry Electronics remains resilient, focusing on diversification...
Friday 7 March 2025
Compound semiconductor market on track for US$25 bln by 2030, fueled by EVs, 5G, and AI
The global compound semiconductor market is projected to reach US$25 billion by 2030, growing at an annual rate of nearly 13% from 2024, according to Yole Group's Activity Manager...
Friday 7 March 2025
Chicony's 1Q25 outlook: Embracing AI and high-value products
Chicony Power Technology, a prominent player in the power supply solutions market, is projecting a cautious start to 2025, with the first quarter likely to be subdued due to ongoing...
Friday 7 March 2025
A vision of robust PC upgrade cycle fuels optimism for 2025
Taiwanese semiconductor firms have recently shared their perspectives on the PC market's trajectory for 2025, exuding optimism. This bullish sentiment stems from a confluence of factors...
Thursday 6 March 2025
Darfon set to rebound in 2025 as inventory adjustment concludes
Despite ongoing inventory adjustments in the bicycle-related market impacting contributions from the green energy sector, Darfon has managed to maintain a gross margin of over 18%...
Thursday 6 March 2025
Chinese lithium battery makers face challenges from Trump's tariffs
It is becoming increasingly difficult for Chinese lithium battery manufacturers to navigate the constant changes to US tariff policy made by US President Donald Trump. These policy...
Thursday 6 March 2025
Jinpao achieves record revenue in February amid strong AI demand
Benefiting from the momentum of AI server cabinets, Jinpao reported a revenue of NT$271 million (US$8.3 million) for February, marking an impressive growth of 26% compared to the...
Thursday 6 March 2025
Taiwan's PCB makers face Thailand supply strains as factories surge
Taiwanese PCB manufacturers have ramped up expansion in Thailand to hedge geopolitical risks, with over 40 factories set to start production by 2025. However, the rush is fueling...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Wednesday 5 March 2025
Largan reports record February revenue, optimistic outlook for robotics and AI smartphone trends
Largan Precision reported a consolidated revenue of NT$47.35 billion (approx. US$1.4 billion) for February 2025, marking a historical high for the same period. Although this figure...
Wednesday 5 March 2025
TSMC's massive US expansion tests Trump's labor strategy, says DIGITIMES analyst
With geopolitical pressures intensifying rapidly after Trump's inauguration as President of the US, TSMC announced on March 4, 2025, that it would invest an additional US$100 billion...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Wednesday 5 March 2025
Trump's policies could be biggest wild card to PCB industry
Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit...
Wednesday 5 March 2025
Ardentec to kick off production at new plant in 2Q25
Wafer-probing specialist Ardentec anticipates commencing operations at its new plant in Longtan, northern Taiwan, in the second quarter of 2025.
Wednesday 5 March 2025
AI all-in-one machines make a strong comeback as major manufacturers rush to deploy
With the growing demand for AI computing from enterprises, the market for AI all-in-one machines is experiencing explosive growth. Numerous Chinese companies are launching all-in-one...