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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...
Tuesday 31 December 2024
Bulma targets double-digit expansion by 2025 with three main strategies
As the global energy market continues to show steady growth, Bulma Energy is focusing its efforts on three key areas- electric vehicle (EV) solutions, energy storage walls, and storage...
Tuesday 31 December 2024
AI remains main theme in semiconductors, with Nvidia and TSMC leading industry developments
In 2025, TSMC and Nvidia will continue to lead the semiconductor sector, which remains influenced by AI, according to industry sources.
Tuesday 31 December 2024
AI server growth to stay promising in 2025
AI servers are facilitating the prosperity of device assemblers and will persist in doing so until 2025, despite a decelerating consumer electronics sector.
Tuesday 31 December 2024
2024 review: Chinese EVs and restructuring shake up auto industry
As 2024 draws to a close, we look back at the tumultuous year of ups and downs for the global EV industry and the major events that occurred in 2024 that may shape this rapidly evolving...
Monday 30 December 2024
MediaTek shines amid Taiwan's IC design stagnation as 2025 signals a potential shift
2024 revenue trends for IC design firms indicate modest growth among most Taiwanese companies, with MediaTek emerging as a standout performer. As full-year figures remain pending,...