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Friday 14 February 2025
SMIC earnings signal potential price war in mature-node chip market
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
Friday 14 February 2025
China curb impact hits Applied Materials' revenue, but company bets on long‑term ICAPS growth in China
On February 13, Applied Materials released its latest financial results for the first quarter of fiscal 2025 (November 2024 to October 2025), with net sales reaching US$7.17 billion,...
Thursday 13 February 2025
HFC's sub-group model: A blueprint for diversification beyond auto financing
Hotai Finance Corporation (HFC), Taiwan's leading auto finance company under the Hotai Motor Group, is advancing corporate transformation through a sub-group development model. By...
Thursday 13 February 2025
Tsang Yow, unfazed by US tariffs, continues dual approach of transmission systems and semiconductors
Transmission system specialist Tsang Yow has continued to maintain close partnerships with established carmakers, Tier 1 component suppliers, and after-market (AM) service suppliers...
Thursday 13 February 2025
Intelligent automation emerges as key solution amid US tariffs
The market views the Trump administration's tariff implementation as both a negotiating tool in international trade and an initiative to revitalize US manufacturing. Given the resource...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Thursday 13 February 2025
Trump's promises of a friendly regulatory era
In a big change for the cryptocurrency world, President-elect Donald Trump has said he wants to use executive orders to make the regulatory environment more crypto-friendly. The most...
Thursday 13 February 2025
Smartphone premiumization in India slows, Apple makes top 5 for the first time
In 2024, India's smartphone market saw a slowdown in premium device sales, with growth expected to come from low-to-mid-range models in 2025. Despite this, Apple experienced a 34%...
Thursday 13 February 2025
China's green subsidy cut and Trump's return set to reshape global energy
China will end subsidies for new renewable energy projects in June 2025, marking a pivotal shift in global clean energy dynamics just as Donald Trump's return to the White House signals...
Thursday 13 February 2025
Trump tariffs may hurt Taiwan's medical equipment exports
US clients have long collaborated with Taiwan's manufacturing sector, rendering the US the foremost export market for Taiwan's medical equipment industry. However, with the initiation...
Thursday 13 February 2025
BLDC motor market heats up: MCUs take the driver's seat in robotics and AI servers
Fueled by the ongoing expansion of robotics and AI servers, microcontroller unit (MCU) manufacturers are strategically increasing their focus on brushless DC (BLDC) motors. Recognizing...
Thursday 13 February 2025
DeepSeek expected to speed up on-premise server deployment, slowing large-scale AI investments in China
The list of companies using DeepSeek continues to grow, already including Tencent Holdings, Moore Threads, Huawei Technologies, and Lenovo Group. Now the question is, what impact...
Thursday 13 February 2025
China's semiconductor equipment purchases to decline in 2025, report finds
China's semiconductor equipment purchases are expected to decline in 2025 after three years of growth, according to Canadian research firm TechInsights. The decline comes amid industry...
Thursday 13 February 2025
PCIe Gen5 in high-end PCs set to drive Silicon Motion's sales growth in 2025
The PC market is expected to show weak performance in the second half of 2024, but the industry remains optimistic about replacement demand in 2025. The introduction of PCIe Gen5...
Thursday 13 February 2025
Cisco forecasts robust future growth amid strong networking demand
Cisco Systems reported robust financial results with a 9% revenue increase to US$14 billion, driven by heightened demand for networking infrastructure and strategic execution of its...