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Wednesday 19 February 2025
Global silicon wafer shipments and revenue start to recover in late 2024
In the latter half of 2024, global demand for silicon wafers began to rebound from the industry's downturn experienced in 2023, as reported by the SEMI Silicon Manufacturers Group...
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...
Wednesday 19 February 2025
Radiant expands into meta-optics with acquisitions, sees 2025 shipments flat
Radiant Opto-Electronics is pushing beyond displays into meta-optics with back-to-back acquisitions of Finland's Nanocomp in 2023 and Denmark's NIL Technology (NILT) in 2024. NILT...
Monday 17 February 2025
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
Monday 17 February 2025
India witnesses first-ever shipment drop in wearable market in 2024
Following a nine-month decline spanning three consecutive quarters, the wearable market in India, previously the global growth driver for wearables, contracted in 2024, primarily...
Friday 14 February 2025
China smartphone market, 4Q 2024

Introduction

Thursday 13 February 2025
Smartphone premiumization in India slows, Apple makes top 5 for the first time
In 2024, India's smartphone market saw a slowdown in premium device sales, with growth expected to come from low-to-mid-range models in 2025. Despite this, Apple experienced a 34%...
Thursday 13 February 2025
SpeedTech eyes double-digit growth in 2025 with global factory expansion
SpeedTech is poised for significant growth as its new production facilities in Vietnam and Mexico begin operations. Chairman Chen-Lung Tsai announced that the company expects to reach...
Thursday 13 February 2025
SEA smartphone shipments see 11% YoY increase in 2024; Chinese companies dominate top spots
Canalys reported on February 11, 2025, that Southeast Asia's smartphone market rebounded in 2024, growing 11% year-over-year after two years of decline, with 96.7 million units shipped...
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
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
Notebook ODMs see promising outlook for 2025
The emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously...
Wednesday 12 February 2025
AI drives mobile brands to carve out competition, Taiwan's market share heats up in 2025
In 2024, Taiwan's smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation,...
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
Why are Quanta and Foxconn unfazed by GB200 delivery delays?
The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery delays and low yield rates for Nvidia's GB200. This has led...