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Wednesday 12 March 2025
NAND production cuts impact persist: Phison expects price increases to last until 3Q25
NAND flash controller chip supplier Phison forecasts that the first quarter will be the low point for annual revenue. As manufacturers successfully adjust prices and DeepSeek drives...
Monday 10 March 2025
Jabil to build second factory in India, explores silicon photonics manufacturing facility
Apple supplier Jabil has announced plans to establish a factory in Gujarat, the company's second in India. The company also expressed its intention to build a US$125 million silicon...
Friday 7 March 2025
Pegatron unveils 5G transformation at MWC 2025, eyes private network boom
Pegatron showcased its evolution into a full-fledged system supplier at MWC 2025, marking three years of transformation. CY Feng, general manager of the company's BU6, emphasized...
Monday 3 March 2025
Jabil, Aequs, and Tata reportedly export made-in-India Apple components to China and Vietnam
India reportedly begins exporting mechanical components for Apple products to Vietnam and China, potentially signaling an increasing development of India's manufacturing ecosystem...
Wednesday 26 February 2025
Hidden visionary behind China's CMOS image sensor revolution
Fueled by the surging demand for CMOS Image Sensor (CIS) components in intelligent driving systems and consumer electronics, Will Semiconductor (WillSemi), the company behind OmniVision,...
Wednesday 26 February 2025
Layoffs surge at Tier 1 suppliers amid rising costs and EV market slowdown
The wave of layoffs sweeping through the global automotive industry shows no sign of slowing, with major international Tier 1 suppliers--Germany's Continental, Bosch, and ZF--bearing...
Tuesday 25 February 2025
Chroma ATE hits record 2024 profits, targets 2025 growth in semiconductors, AR glasses, and AI servers
Chroma ATE, Taiwan's leading supplier of automated testing and measurement equipment, achieved a milestone in 2024, posting its highest post-tax net profits in 40 years. Looking ahead...
Monday 24 February 2025
Trump's claim of 'hundreds of billions' Apple US investment could take a decade to materialize
A recent meeting between Apple CEO Tim Cook and US President Donald Trump led to the president announcing that Cook plans to invest hundreds of billions of dollars in the US and relocate...
Friday 21 February 2025
LMFP battery maker HCM grows overseas presence
Lithium manganese iron phosphate (LMFP) battery manufacturer HCM stated that the company's LMFP materials have successfully entered the US battery supply chain, noting that its customers...
Thursday 20 February 2025
Supply chain implications of iPhone 16e reveal Apple's strategic shifts
Apple's latest iPhone 16e combines premium features with affordability, marking several strategic shifts in the company's supply chain and manufacturing approach. While consumers...
Thursday 20 February 2025
Samsung Display poised to dominate OLED supply for Apple's MacBook amid BOE's yield woes
Samsung Display (SDC) and China's BOE are targeting Apple's next-generation OLED device market through investments in 8.6-generation IT OLED production lines. However, South Korean...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Monday 17 February 2025
Shining Victory optimistic about automotive electronics market in 2025, targeting double-digit growth
With smart reading lights and starlight roof features gradually expanding from high-end to mainstream vehicle models, Shining Victory Motor Electronic (Shining Victory) remains optimistic...
Friday 14 February 2025
TSMC, Foxconn, Hiwin, and Hota among Taiwanese firms poised to gain from humanoid robot boom
Morgan Stanley has introduced the "Humanoid 100," a compilation of companies expected to gain from advancements in humanoid robots. Among the companies featured are four from Taiwan:...
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...