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Thursday 13 February 2025
Taiyo Yuden raises fiscal 2024 projections; cites improved outlook for components demand from data centers
Japanese electronic components supplier Taiyo Yuden has revised its financial forecast for fiscal 2024 (ending March 31, 2025), expecting year-over-year increases in revenue and operating...
Wednesday 12 February 2025
Foxconn targets NT$7 trillion revenue for 2025 on AI momentum
Foxconn (Hon Hai Technology) Chairman Young Liu projects the company's revenue to exceed NT$7 trillion (US$212 billion) in 2025, with the potential to reach NT$8 trillion (US$243...
Wednesday 12 February 2025
PMIC supplier GMT pessimistic about market prospects
Global Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
TSMC approves US$17.1B capital appropriation to boost advanced technology, packaging, and fab upgrades
Taiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its board approved its 2024 Business Report and Financial St...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Wednesday 12 February 2025
SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip market
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
Wednesday 12 February 2025
USI 2024: automotive and cloud growth fails to offset profit slump
Universal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell...
Wednesday 12 February 2025
Microip's January revenue surges 489% monthly as CES success fuels 'designless' strategy expansion
Microip, a company focused on application-specific integrated circuit (ASIC) design services and AI software design services, announced its revenue for January 2025 reached NT$14.51...
Wednesday 12 February 2025
Coretronic revenue falls 20% in January amid weak shipment forecast for February
Coretronic Corporation reported consolidated revenue of NT$2.856 billion(US$88.53 million) for January 2025, representing a 22% decline from NT$3.675 billion in December 2024 and...
Wednesday 12 February 2025
Samsung Galaxy S25 sees strong pre-orders as AI shortens upgrade cycle
Samsung Electronics unveiled its latest flagship, the Galaxy S25, on February 10, with pre-order pickups for retailers starting on February 11. According to Jacob Chen, GM of Samsung...
Wednesday 12 February 2025
SMIC faces profit decline amid rising competition and low returns from high-end chip manufacturing
Despite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting...
Wednesday 12 February 2025
CWE enjoys robust demand for advanced packaging with order visibility until 2026
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
Wednesday 12 February 2025
VSO Electronics eyes growth in 2025 driven by server cables amid shifting production strategies
VSO Electronics, a leading developer and manufacturer of connection cables, projects strong growth in 2025, driven by expanding opportunities in server and data storage markets, despite...