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Tuesday 8 April 2025
Alibaba races to secure Nvidia H20 chips for Apple as US ban looms
Nvidia's H20 chip—originally designed for the Chinese market to comply with US export rules—has unexpectedly surged in demand. A spike in AI infrastructure projects, spearheaded...
Tuesday 8 April 2025
Ultra large TVs still see momentum from China's incentive policy
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Monday 7 April 2025
LCD TV panel slowdown meets polarizer pinch amid shifting 2Q25 demand
Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance...
Monday 7 April 2025
Cloud growth drives Foxconn's March revenue to NT$552.125B
Driven by the continued growth of AI server cloud network products, system manufacturing leader Foxconn reported a revenue of NT$552.125 billion (approx. US$16.7 billion) for March...
Monday 7 April 2025
Powerlogic expands in Thailand with new subsidiary as Trump slaps 36% tariffs
Powerlogic is strategically diversifying its operations by establishing a new subsidiary in Thailand that focuses on the burgeoning automotive and new application fan sectors. The...
Monday 7 April 2025
GMI projects strong AI growth under uncertain global economic changes, expands automotive market
IC distributor GMI Technology (GMI) has stated that the first half of 2025 will be shaped by ongoing global political and economic changes, as well as the impact of tariff policies...
Monday 7 April 2025
RTX 50 laptops arrive, but will they jolt flatlining PC market?
Nvidia's long-awaited RTX 50 series gaming laptops have finally hit the market, stirring modest activity in an otherwise stagnant notebook supply chain. However, with early models...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Saturday 5 April 2025
Ecocera targets third-generation semiconductor packaging, aims for 10% revenue share by year-end
Ecocera, a prominent manufacturer of ceramic circuit boards, is experiencing enhanced operational performance as it leverages the increasing demand for automotive lighting substrates...
Saturday 5 April 2025
Ennoconn reports effective transformation with NT$180B in orders
Ennoconn's long-term investments across various sectors are beginning to yield results. In addition to its net-zero and digital twin transformations, the company is actively deploying...
Friday 4 April 2025
TSMC speeds up AI chip packaging expansion despite Nvidia's order cuts, targets future growth through collaboration with Intel
Despite rumors of reduced orders for advanced packaging capacities, Taiwan Semiconductor Manufacturing Company (TSMC) is ramping up its advanced packaging capacity to meet the growing...
Thursday 3 April 2025
Taiwanese chip manufacturers are optimistic about the telecom market recovery with Wi-Fi 7 adoption in 2025
The demand for telecom chips is one of the relatively stable applications driving recovery momentum in 2025. So far, Taiwanese chip manufacturers maintain a positive outlook for the...
Thursday 3 April 2025
AI boom drives growth for connector maker JPC
Taiwan's JPC Connectivity is experiencing strong demand for AI and cloud server wire harnesses, with supply shortages compelling overtime production to meet requirements from US customers...
Thursday 3 April 2025
CHPT targets record 2025 revenue on AI mobile chip surge
Chunghwa Precision Test Tech (CHPT) anticipates strong growth throughout 2025, driven by increasing demand for AI-driven high-performance computing and a key mobile application processor...
Thursday 3 April 2025
Jabil Unveils cutting-edge transceivers to power AI and data centers with Intel Tech
Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as...