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Thursday 26 June 2025
Chip designers stay cautious on 3Q25 outlook despite resilient 2Q25 shipments
Taiwanese IC designers remain wary of third-quarter prospects despite stronger-than-expected second-quarter performance, as uncertainty over US tariff policies continues to cloud...
Thursday 26 June 2025
Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum
Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...
Thursday 26 June 2025
Sysgration boosts investment in Celxpert; IPC and BBU shipments to start in 2H25
Strategic investments and collaborations have become the norm in the information and communications technology industry, aiming to expand product offerings and market reach while...
Thursday 26 June 2025
Radiant Opto reports strong 1H25 results amid Apple orders and global tensions
Radiant Opto-Electronics is off to a strong start in 2025, with early Apple product shipments boosting first-half earnings. But the company said the usual seasonal sales pattern is...
Wednesday 25 June 2025
China vows response after Taiwan blacklists Huawei and SMIC
Beijing has strongly condemned Taiwan's recent decision to blacklist Chinese companies, including Huawei Technologies Co. and Semiconductor Manufacturing International Corp. (SMIC),...
Wednesday 25 June 2025
China's drone export squeeze drives prices sky-high
Export prices for Chinese-made drone components are skyrocketing as Beijing enforces stricter controls on outbound shipments. According to reports from China's Jiwei Network, since...
Wednesday 25 June 2025
Clevo expects revenue rebound in 2Q25 amid new products and strong Asia-Pacific demand
Clevo announced that its revenue hit a low in the first quarter of 2025 due to component shortages and consumers waiting for new platform launches. However, the company expects to...
Tuesday 24 June 2025
HBM capacity crunch triggers price surge in DDR5 and VRAM markets
Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more...
Tuesday 24 June 2025
Aurona Industries anticipates sales growth except for China
Aurona Industries, a PCB substrate manufacturer, reported a 1.2% revenue growth in May, driven by higher orders from the electronics industry following a temporary US tariff grace...
Tuesday 24 June 2025
Global PMX's diversified industry strategy shows results, focusing on high value-added applications
Global PMX approved its 2024 financial results and outlined growth plans for 2025 at the annual shareholders meeting held on April 18, 2025, chaired by Chairman Cheng-sheng Lin. The...
Tuesday 24 June 2025
Coretronic's rapid southbound expansion drives shipment growth outlook for 2025
Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving,...
Monday 23 June 2025
Adata order visibility extends to September thanks to strong DRAM demand and long-term orders
DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
Friday 20 June 2025
LCD iPhone phased out as Apple's OLED procurement rate hits 100% in 1Q25
Alongside Apple and Samsung Electronics, Chinese smartphone manufacturers are accelerating the launch of OLED phones, further expanding the influence of OLED technology. Notably,...
Friday 20 June 2025
Overseas appetite drives Pudu past 100K robot milestone
A viral video of a food delivery robot in Shanghai recently sparked online buzz, but such scenes are routine across Asia. In Taiwan, China, and South Korea, service robots are already...
Thursday 19 June 2025
Urgent orders boost memory packaging and testing in 2Q25; AI stabilizes variables for 2H25
Benefiting from a rapid recovery in memory market demand during the first half of 2025, memory packaging and testing companies are sharing in the gains. Although the US 90-day tariff...