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NEWS TAGGED RECOVERY
Tuesday 25 March 2025
Memory contract prices to rise
According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.
Monday 24 March 2025
Qisda fuels pharmacy chain M&A amid convenience store-style retail takes over
Qisda is expanding its healthcare business as Taiwan's pharmacy sector shifts toward a chain-store model. Chairman Peter Chen plans to accelerate mergers and acquisitions (M&A),...
Wednesday 19 March 2025
Unitech sees steady AI PC demand, shifts focus to HDI and satellite supply chains
Unitech, a Taiwanese PCB manufacturer, remains upbeat on sustained demand for high-end AI PCs but sees lingering weakness in consumer electronics and a sluggish recovery in the automotive...
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...
Monday 3 March 2025
PCB industry braces for sustained pricing pressures
The PCB industry is facing intense price competition, causing operational losses for companies like Career Electronic, Flexium Interconnect, and Uniflex Technology. Although a recovery...
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
Temporary PC production surge amid tariff concerns; Windows on Arm loses momentum
Despite a production ramp since the end of 2024, there are worries this surge might result more from Trump-era tariffs than genuine demand recovery. As a result, PC manufacturers...
Thursday 27 February 2025
Lite-On Technology sets for robust growth in 2025, driven by AI chips and expanding core businesses
Lite-On Technology is on track for a robust recovery in 2025, fueled by a surge in shipments of next-generation AI chips. The company is poised to capitalize on the expansion of its...
Thursday 27 February 2025
Unimicron warns of Trump-era chip ban impact on China's high-end production
With consumer electronics in a seasonal downturn and no strong market recovery in sight, ABF substrate leader Unimicron expects first-quarter revenue to dip by a single-digit percentage...
Thursday 27 February 2025
WT expects a strong recovery in 2025 and reveals revenue growth in 2024
On the 25th, IC distributor WT Microelectronics held an earnings call. Founder, Chairman, and CEO Eric Cheng shared that the market generally expects demand in the second half of...
Tuesday 25 February 2025
Apple's iPhone 16e boosts OLED demand, SDC and LGD adjust strategies for stronger sales and recovery
Apple recently unveiled the iPhone 16e, its first budget iPhone model that features an OLED display. Analysts now speculate that Samsung Display (SDC), once less invested in the affordable...
Wednesday 19 February 2025
Coretronic raises capex target for 2025
Coretronic, a manufacturer of LED backlight units (BLU), has raised its capital expenditure (capex) target to approximately NT$1.5 billion (approx. US$45.86 million) in 2025, up from...
Tuesday 18 February 2025
Trump's tariff shift fuels market uncertainty and forces cost cuts in the notebook industry
The tariff approach of US President Donald Trump seems to be hindering the recovery of the notebook market, prompting brand vendors to explore various strategies for reducing costs...
Friday 14 February 2025
Europe's industrial and automotive recovery stalls another quarter as two key roadblocks hold firm
Europe's industrial control and automotive sectors remain sluggish, with weak demand and excess inventory likely delaying recovery until the second quarter of 2025, according to IDMs...
Friday 14 February 2025
ASE forecasts packaging market growth despite sluggish 1Q25
OSAT ASE Technology Holding (ASE) reported its advanced packaging sales exceeded US$600 million in 2024 and projects reaching nearly US$1 billion in 2025. However, citing seasonal...