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Friday 21 February 2025
VisEra sets record with robust 2024 performance, eyes growth from Metasurface in 2025
Fueled by strong demand from mobile phone and security control (SEC) clients, TSMC's optical component manufacturing subsidiary, VisEra, reported a robust performance in the fourth...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
Forcera enters global semiconductor supply chain with advanced equipment consumables
Forcera Materials is set to be listed on the stock exchange in late March. As one of the few Taiwanese companies with fully integrated capabilities in advanced ceramic material R&D,...
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Friday 21 February 2025
Could TSMC's Intel stake tip scales against Samsung?
Reports indicate that TSMC is contemplating acquiring a stake in Intel's foundry business, a development that could significantly impact Samsung Electronics. This speculation arises...
Thursday 20 February 2025
Reversal of trends in the semiconductor industry (1): From vertical integration to value chain deconstruction
Over the past 70 years of semiconductor industry development, there has been a significant shift towards deconstructing the industrial value chain into individual value chain nodes...
Thursday 20 February 2025
Taiwan's semiconductor dominance: Strategic asset or economic vulnerability?
As US President Donald Trump continues to make statements about Taiwan's semiconductor industry, concerns are rising that the US might replicate its past tactics of undermining Japan's...
Thursday 20 February 2025
Innolux expects lower costs 'thanks' to tariff impact
Innolux president James Yang noted that US tariffs could lead to more factories in Asia, thus lowering costs and improving logistics efficiency. This strategy would enhance response...
Thursday 20 February 2025
Apple develops first custom 5G modem for iPhone 16e, reducing Qualcomm dependence
Apple has unveiled the iPhone 16e featuring the company's first in-house developed 5G modem chip, named the Apple C1. The new modem, which the company claims is the most energy-efficient...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Thursday 20 February 2025
Murata prepares for future expansion with test production in India
Japanese iPhone component maker Murata Manufacturing (Murata) has begun test production in India to address growing domestic demand, with plans to gradually expand its manufacturing...
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
Trump calls Tesla's India factory plans 'unfair' amid EV expansion rumors
US President Donald Trump has criticized Tesla's potential plans to manufacture electric vehicles in India, calling the move "unfair" to the US during an interview with Fox News...
Wednesday 19 February 2025
Hushan Autoparts navigates US tariffs, plans strategic acquisitions to boost market leadership
Founded in 1983, Hushan Autoparts has been a global leader in manufacturing automotive door handles for the aftermarket (AM) sector for over 40 years. In 2018, the company encountered...
Wednesday 19 February 2025
As Acer takes first swing, will Trump's tariffs spark notebook price hike in North America?
US President Donald Trump's 10% tariff on Chinese imports has prompted Acer to raise US notebook prices by 10%, making it the first brand to respond. However, US-based competitors...