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Wednesday 12 March 2025
Adata achieves record-high profitability in 2024
Taiwanese memory module maker Adata Technology achieved record profitability in 2024, with all four major profit indicators reaching record highs, including gross margin, operating...
Wednesday 12 March 2025
Taiwan's auto parts sector kicks off 1Q strong, breaking seasonal slump
Taiwan's automotive supply chain has performed well since the start of the year, fueled by strong US market demand and aggressive inventory buildup by automakers and Tier 1 suppliers...
Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Tuesday 11 March 2025
Memory industry eyes rebound amid SanDisk, Adata price hikes
The memory market is showing early signs of recovery, with supply chain conditions stabilizing and manufacturers pushing through price hikes. SanDisk, recently spun off from Western...
Saturday 8 March 2025
Trump tariffs lead notebooks brands to stock up inventory in 4Q24, resulting in shipment drop in 1Q25, says DIGITIMES
In the fourth quarter of 2024, global notebook shipments (excluding detachable models) performed better than expected, decreasing by 1% compared to the previous quarter. In anticipation...
Friday 7 March 2025
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new...
Thursday 6 March 2025
Darfon set to rebound in 2025 as inventory adjustment concludes
Despite ongoing inventory adjustments in the bicycle-related market impacting contributions from the green energy sector, Darfon has managed to maintain a gross margin of over 18%...
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...
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
Networking industry poised for growth; Alpha Networks sees order strengthen with increasing demand
The networking industry is poised to enter a period of growth. April Huang, Chairperson of Alpha Networks and Hitron, recently pointed out that the phase of customer inventory adjustments...
Tuesday 4 March 2025
Ardentec benefits from whitelist order transfers, expects steady growth in 2025
IC testing firm Ardentec anticipates sequential revenue growth through the fourth quarter of 2025, driven by a consistent rise in demand for AI and HPC device applications. The company...
Monday 3 March 2025
WT Microelectronics bets on robotics, AI and partnerships to drive recovery
Taiwan-based IC distributor WT Microelectronics chairman Eric Cheng emphasized the company's strong client partnerships and involvement in the growing robotics sector. He noted that...
Monday 3 March 2025
Shopline unveils 2025 survival strategies for retailers
E-commerce solutions provider Shopline Technology has observed a slowdown in retail growth, with brands facing two key challenges: fragmented consumer traffic and intensifying inventory...
Thursday 27 February 2025
Notebook shipment update, January 2025

Introduction

Thursday 27 February 2025
China stimulus programs fuel memory price rebound, but Korean vendors have concerns
Prices of mature process memory, long hit by oversupply due to fast capacity expansion at Chinese makers, are expected to rebound, thanks to the Chinese government's consumption stimulus...