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Wednesday 19 February 2025
China's subsidy boosts flat-screen TV sales, while chipmakers face mixed demand
China recently unveiled a series of subsidy policies targeting consumer electronics and home appliances to stimulate domestic consumption. Beyond the central government's efforts,...
Tuesday 18 February 2025
Automakers recalibrate electrification plans as tariffs, subsidies shift
Global automakers are revamping their electrification strategies amid shifting subsidies and tariff uncertainty. After overestimating demand outside China, industry giants from the...
Monday 17 February 2025
GlobalWafers sees opportunity in new US plant amid trade tensions
Despite ongoing trade tensions and potential changes to chip subsidies under the Trump administration, GlobalWafers chairperson Doris Hsu has confirmed that tariffs have not impacted...
Friday 14 February 2025
Trump puts CHIPS Act subsidies on hold, industry braces for renegotiations and policy shift
The Trump administration has begun reviewing incentive agreements under the CHIPS and Science Act (hereinafter the CHIPS Act), signaling potential renegotiations and delays in upcoming...
Friday 14 February 2025
Mature-node semiconductor oversupply hits SMIC and Hua Hong, weighs upon Taiwanese foundries
Chinese foundries' aggressive expansion into mature nodes has created an oversupply situation, leading to significant price cuts that are now affecting the broader semiconductor manufacturing...
Thursday 13 February 2025
China's green subsidy cut and Trump's return set to reshape global energy
China will end subsidies for new renewable energy projects in June 2025, marking a pivotal shift in global clean energy dynamics just as Donald Trump's return to the White House signals...
Thursday 13 February 2025
Novatek projects broad 1Q24 rebound, but automotive demand lags
Novatek Microelectronics, Taiwan's leading display driver IC (DDI) maker, reported a fourth-quarter 2024 revenue of NT$25.263 billion (US$768 million), marking a 9.34% sequential...
Wednesday 12 February 2025
China's 2025 auto battle: subsidies, price wars, and foreign retreats
Shortly after taking office, US President Donald Trump took an aggressive stance against electric vehicles (EVs) and wind power, while the European Union (EU) and automakers remain...
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
Taiwan's digital economy on track for NT$1 trillion milestone, but budget cuts cast shadow
Taiwan's digital economy has reached an annual output of NT$800 billion (approx. US$24.36 billion) and is projected to surpass NT$1 trillion by 2026, driven by the rapid expansion...
Tuesday 11 February 2025
Declining consumer power and intensifying competition challenge iPhone sales in China
The sales performance of the new iPhone series in the Greater China region has not shown improvement from 2024, seemingly confirming many market forecasts that suggest iPhone growth...
Tuesday 11 February 2025
MediaTek reports unusually surging January revenue, boosted by tariff uncertainty and China's subsidies
MediaTek reported impressive January revenue of NT$51.144 billion (approx. US$1.56 billion), marking a 22.7% increase from the previous month and a 14.94% rise year-over-year. This...
Monday 10 February 2025
Sanyang dominates Taiwan motorcycle market while e-scooter sales slump in 1Q25
Sanyang Motor (SYM) has maintained its market leadership in Taiwan's motorcycle sector, while electric scooter sales face significant challenges at the start of 2025. The overall...
Saturday 8 February 2025
Taiwan electric scooter market to see slight growth in 2025, says Kymco chair
Despite the uncertainty surrounding government subsidies, Kymco Group chairman Allen Ko anticipates steady demand for electric scooters in Taiwan's market, projecting modest growth...
Wednesday 5 February 2025
TSMC's first US board meeting: spotlight on leadership shakeup and fab expansion
TSMC is gearing up to hold its first-ever board meeting in the US on February 11, 2025. The board will convene to announce senior management promotions, update progress on facility...
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research