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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...
Wednesday 5 March 2025
MWC Live: Kyocera and Taiwanese partners launch O-RAN alliance to disrupt 5G dominance
Top Japanese electronics manufacturer Kyocera has officially entered the 5G base station market. At MWC 2025, the company unveiled the O-RU Alliance, a partnership with telecom equipment...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 5 March 2025
Nvidia's AI chips enter China through third parties, posing fresh challenge for Trump
Despite stringent US export restrictions, Chinese buyers have been successfully acquiring Nvidia's cutting-edge Blackwell AI chips through unofficial channels, highlighting the persistent...
Wednesday 5 March 2025
AI to drive double-digit growth for Delta Electronics in 2025
Delta Electronics anticipates that overall group revenue will be good in the first half of 2025, outperforming the same period in 2024, driven by continuous AI-related demand. The...
Wednesday 5 March 2025
China's cut-rate SiC substrates and mature process chips upend global market
Backed by state subsidies and a self-sufficient supply chain, China is ramping up SiC substrate and mature process chip production at an unprecedented pace. The expansion is fueling...
Wednesday 5 March 2025
Indian mobile market has growth potential in 2025, but ARPU remains challenge, says DIGITIMES
India, the world's most populous country with a population of over 1.4 billion, has enormous growth potential in the network communications market. In the past, India lagged behind...
Tuesday 4 March 2025
Tong Hsing upbeat about optical communications segment, but automotive market outlook remains uncertain
Tong Hsing Electronic, a semiconductor packaging service and substrate provider, has forecast a mid single-digit quarter-over-quarter decline in revenue for the first quarter of 2025...
Tuesday 4 March 2025
Taiwanese IPC vendor Ennocon reportedly begins operations in India
Ennocon, a Taiwan-based industrial PC (IPC) manufacturer and Foxconn subsidiary, has reportedly begun operations in India, targeting the industrial automation and digital transformation...
Tuesday 4 March 2025
TV panel prices surge: When will purchasing momentum reverse?
As panel manufacturers normalize production cuts, traditional seasonal dynamics have reversed over the past two years. Following US President Donald Trump's inauguration in January...
Tuesday 4 March 2025
CATL pursues arbitration against Powin under geopolitical tensions and market shifts
Recently, Chinese lithium battery powerhouse Contemporary Amperex Technology Co. Limited (CATL) announced it had initiated arbitration proceedings with the Hong Kong International...
Tuesday 4 March 2025
Microchip Technology restructures: 2,000 layoffs across US and Philippines amidst automotive chip slump
Microchip Technology is undergoing significant restructuring in response to a downturn in the automotive chip market. The company has announced the layoff of approximately 2,000 employees,...