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NEWS TAGGED EXPANSION
Wednesday 12 February 2025
CXMT's DRAM rise: a déjà vu from South Korea's past disruption of Japanese dominance
China's ChangXin Memory Technologies (CXMT) is emerging as a formidable player in the global DRAM market, potentially challenging Samsung Electronics and SK Hynix's market dominance...
Wednesday 12 February 2025
Taiwanese PCB manufacturers shift focus to SEA as Trump tariffs fuel US-China tensions
With the start of the Trump 2.0 administration, the global PCB industry is preparing for changes, especially in Southeast Asia's competitive environment. China's PCB sector is expected...
Tuesday 11 February 2025
Taiwan's digital economy on track for NT$1 trillion milestone, but budget cuts cast shadow
Taiwan's digital economy has reached an annual output of NT$800 billion (approx. US$24.36 billion) and is projected to surpass NT$1 trillion by 2026, driven by the rapid expansion...
Tuesday 11 February 2025
Amkor forecasts weak 1Q25 on smartphone, auto slowdown amid Vietnam expansion plans
Amkor Technology reported lower-than-expected sales for the fourth quarter of 2024 and projects weaker first-quarter 2025 results, with analysts attributing the downturn to softening...
Monday 10 February 2025
Apple makes manufacturing pivot: scales back Vietnam MacBook production, ramps up India operations
Apple is shifting its strategy by scaling back its plans to expand MacBook production in Vietnam, which was expected to ramp up in late 2024. This marks a departure from its earlier...
Monday 10 February 2025
BYD Electronics poised to gain from BYD's intelligent driving expansion
BYD Electronics is positioned to become the primary beneficiary of BYD's upcoming intelligent driving expansion, according to a CLSA research report. At its 30th-anniversary event...
Saturday 8 February 2025
Ezconn rides AI data center boom with record growth, eyes 2025 expansion
Ezconn anticipates another year of strong growth in 2024, driven by robust demand from the US AI data center sector. Orders have increased significantly ahead of anticipated tariffs,...
Saturday 8 February 2025
Passive component suppliers see strong 1Q25 demand, defying seasonality
Taiwanese passive component manufacturers Yageo and Ample Electronic Technology have started 2025 with unexpected revenue growth, bucking the traditional first-quarter slowdown. As...
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...
Wednesday 5 February 2025
Global foundry market shows robust 22% growth in 2024
The global foundry industry concluded 2024 with a remarkable 22% growth compared to the previous year, marking a strong recovery and expansion phase after 2023. This growth was primarily...
Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry...
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Monday 3 February 2025
Eternal Materials posts profit growth in 2024, targeting semiconductor business with precision equipment
Eternal Materials has revealed that all three of its primary business segments saw profit growth in 2024. Looking ahead to 2025, the company expects to enhance its international market...
Monday 3 February 2025
China's Tongfu Microelectronics reportedly begins HBM2 trial assembly
According to a report by Nikkei, Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory (HBM2). This development follows fellow Chinese...