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Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
Sumco to end silicon wafer production at Miyazaki plant by 2026
Japanese silicon wafer manufacturer Sumco has announced plans to cease silicon wafer production at its Miyazaki plant in Japan by the end of 2026, as part of its strategy to improve...
Tuesday 11 February 2025
Apple supplier Luxshare signs CNY120 billion industrial project in Kunshan
Luxshare Precision has signed a CNY120 billion (approx. US$16.43 billion) industrial project agreement in Kunshan, the city's largest investment in three years. When fully operational,...
Tuesday 11 February 2025
Tesla unveils Shanghai ESS gigafactory despite Musk's absence
Tesla has expanded its energy storage capabilities with the inauguration of a new gigafactory in Shanghai, marking a significant milestone in the company's global expansion strateg...
Tuesday 11 February 2025
Chenbro Micom reports robust January revenue
Chenbro Micom, a server chassis specialist, has achieved its highest January revenue in 2025 compared to the same period in previous years.
Tuesday 11 February 2025
Edge device specs upgrades boost cooling fan tech, says YS Tech
Automotive cooling fan specialist Yen Sun Technology (YS Tech) has reported strong performance driven by sustained order inflows and pre-holiday shipments in early 2025. Despite fewer...
Tuesday 11 February 2025
Automotive component maker Hiroca takes early action against Trump tariffs
Many aspects of US President Donald Trump's tariff policy remain obscure and have been subject to frequent modifications. Hiroca Holdings, a Taiwanese automotive component maker that...
Tuesday 11 February 2025
Mitac's January revenue surges 168% on US data center demand
Mitac experienced robust growth in the fourth quarter of 2024, driven by strong demand from US data center clients. The company has successfully transitioned from motherboard shipments...
Tuesday 11 February 2025
Why TSMC elects to reveal its earthquake loss figures now
In recent months, as the US has tightened its AI restrictions and unleashed disruptive tariff measures, many believe that TSMC will be the first to bear the brunt. However, after...
Tuesday 11 February 2025
TEL expands production, forecasts AI-driven double-digit growth in semiconductor equipment by 2026
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
Tuesday 11 February 2025
China's demand and South America's production drive global copper market dynamics
Copper has been hailed as "the oil of the new energy sector," playing an irreplaceable role in areas such as power transmission, renewable energy, and electric vehicles (EVs). Specifically,...
Tuesday 11 February 2025
Japan approves Rapidus investment plan with tax incentives, new semiconductor bonds
Japan's Cabinet approved amendments to the Act on the Promotion of Information Processing and the Act on Special Accounts on February 7, 2025. The proposal, which will undergo a National...
Tuesday 11 February 2025
NAND prices rise as memory market shows recovery signs
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing...
Monday 10 February 2025
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and...
Monday 10 February 2025
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
Suppliers report that China's retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market,...