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Wednesday 26 March 2025
PCB firms see AI and networking demand drive growth in 2Q25
Entering the second quarter of 2025, Taiwanese PCB manufacturers have exhibited optimism on market recovery, propelled by persistent demand from high-end applications, including AI...
Wednesday 26 March 2025
China seizes auto display lead on EV tailwinds; Taiwan bets on high-end
The global auto display panel market is expanding rapidly amid rising demand for smart and electric vehicles. China is gaining ground as a major supplier, fueled by its fast-growing...
Wednesday 26 March 2025
IC distributors upbeat about 2025 prospects given end of inventory adjustments for industrial and automotive chips
IC distributors have expressed optimism regarding the semiconductor market outlook for 2025, generally believing that overall circumstances will exceed those of 2024. They anticipate...
Wednesday 26 March 2025
IPC firms optimistic about 2Q25 edge device opportunities
As inventory clearance gradually comes to an end, coupled with the rise of edge markets associated with artificial intelligence (AI) applications, industrial PC (IPC) vendors generally...
Wednesday 26 March 2025
FIC Global sees AI-related product sales soar
FIC Global has leveraged the surging demand for optical communication modules propelled by AI, resulting in increased product sales. The company also had a threefold increase in production...
Wednesday 26 March 2025
IC design firms navigate foggy 2Q25 landscape as US tariff looms
As 2025 unfolds, IC design and component companies have generally reported that the first quarter proved more resilient than expected, with many observing that the "off-season" was...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Wednesday 26 March 2025
India reportedly demands Samsung pay US$601 million in back taxes and penalties for tariff evasion
Reuters, citing a government order, reported that India required Samsung and seven of its executives to pay US$601 million in back taxes and penalties for allegedly evading...
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Tuesday 25 March 2025
Tariffs and demand uncertainty in Europe and US lead to unpredictable 2Q25 auto market
The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable,...
Tuesday 25 March 2025
DeepSeek jolt sparks China memory revival, 5-year boom ahead
China's AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the...
Tuesday 25 March 2025
Memory contract prices to rise
According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Tuesday 25 March 2025
Strong HBM memory demand drives WFE market revenue in 2024
According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in...