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Saturday 8 February 2025
DRAM inventory woes persist, Taiwan memory faces slow January
The memory industry continues to face seasonal headwinds in early 2025, with persistent price declines. The Lunar New Year holiday has further impacted revenue, reducing working days...
Saturday 8 February 2025
Taiwan electric scooter market to see slight growth in 2025, says Kymco chair
Despite the uncertainty surrounding government subsidies, Kymco Group chairman Allen Ko anticipates steady demand for electric scooters in Taiwan's market, projecting modest growth...
Saturday 8 February 2025
TECO rebrands to accelerate growth amid subsidy cuts to Taiwan Power Company
TECO Electric & Machinery (TECO), with the goal of raising public awareness of its advancements in air conditioning and smart living products, has, for the first time, appointed...
Friday 7 February 2025
Renesas operating profit drops 43% in 2024 amid industrial slump
Renesas Electronics Corp., a leading Japanese semiconductor manufacturer, reported significant declines in revenue and profit for the fiscal year 2024 (January–December), primarily...
Friday 7 February 2025
Taiwan notebooks, 4Q 2024

Introduction

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