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Tuesday 7 January 2025
DDI firm Novatek expects new product orders to drive 2025 growth
Display driver IC (DDI) company Novatek Microelectronics, which saw its revenue register a nearly 7% decrease in 2024, expects to post revenue growth in 2025 thanks to new product...
Tuesday 7 January 2025
TSMC 4Q24 earnings preview: focus on 2025 semiconductor outlook, margin sustainability
TSMC will hold its quarterly investors meeting on January 16, where its insights into semiconductor market trends for 2025 and its gross margin sustainability will be of considerable...
Tuesday 7 January 2025
NXP expects India to account for 8-10% of total revenue
After pledging a substantial investment of US$1 billion in India, a nation with an ambitious strategy to develop a robust local electronics and semiconductor industry, NXP Semiconductors...
Tuesday 7 January 2025
CTA: 93% of adults in the US are familiar with generative AI
The Consumer Technology Association (CTA), the organizer of CES, released a report on January 5th (US time) regarding future technology development trends.
Tuesday 7 January 2025
Ibiden's exclusive position in AI chip substrate market rooted in deep ties with Intel
Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized...
Monday 6 January 2025
ASML CEO leads high-level delegation to TSMC next week
Ahead of TSMC's quarterly earnings release on January 16, 2025, the pure-play foundry is holding year-end meetings with key suppliers. ASML, a critical partner of TSMC, is showing...
Monday 6 January 2025
TEL CEO: AI to dominate 70% of global semiconductor market by 2030
Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related semiconductors driving 70% of the growth. To seize this...
Monday 6 January 2025
Foxconn reports record revenue in 2024, driven by AI product demand and GB200 shipments
Foxconn reported a record revenue of NT$654.825 billion (approx. US$19.91 billion) in December 2024, thanks to the initial shipments of GB200-related products. This boost contributed...
Monday 6 January 2025
LED companies see growth opportunities in auto, SiPh
Despite setbacks such as low demand in the end-user market, price slashing in the automotive market, and sluggishness during the traditional peak season for the consumer electronics...
Monday 6 January 2025
AI servers demand helps ODMs weather 1Q25 slowdown
Most server ODMs are projecting substantial growth in AI server shipments by early 2025, driven by optimism around AI-related demand and bolstered by Nvidia's upcoming Blackwell GPU...
Friday 3 January 2025
Zhen Ding to establish AI production base in Southern Taiwan Science Park, eye revenue growth by 2H25
Leading PCB manufacturer Zhen Ding has received approval to set up an AI park at the Southern Taiwan Science Park. The company is expected to invest NT$2 billion (US$61 million) to...
Friday 3 January 2025
Motherboard and graphics card makers embrace AI server boom
Taiwan's major motherboard and graphics card manufacturers are capitalizing on opportunities in the AI server sector, with projected operational growth in 2025, according to industry...
Friday 3 January 2025
GiantPlus holds advantages in industrial control market amid continuous closures of panel factories
The global panel industry faces persistent overcapacity, triggering an ongoing wave of plant closures and sales. Taiwan-based mid-sized panel manufacturer GiantPlus noted that, in...
Friday 3 January 2025
GB300 expects to launch in 2Q25, increasing demand for liquid cooling
The GB300 is anticipated to be unveiled in the second quarter of 2025, with trial production starting in the third quarter. It will reportedly have a stronger cooling requirement,...
Thursday 2 January 2025
Japan-based Meiko's value doubles as Vietnam operation makes gains amid US-China tensions
Japanese printed circuit board (PCB) manufacturer Meiko has doubled its market value, driven by the need for the global supply chain relocation away from China. By proactively setting...