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Friday 22 November 2024
PCB, CCL firms gearing up for 2025 AI server boom
Printed circuit board (PCB) and copper-clad laminate (CCL) manufacturers are positioning themselves to capitalize on the growing AI server demand to drive growth momentum in 2025.
Thursday 21 November 2024
Finesse Technology rides TSMC, Applied Materials wave: Expansion to Kumamoto with optimistic outlook
Finesse Technology, a subsidiary of Highlight Technology Corp, specializes in semiconductor ozone supply systems, remote plasma sources (RPS), RF power systems, and technical maintenance services. These solutions are integral to critical semiconductor manufacturing processes, including chemical vapor deposition (CVD) and atomic layer deposition (ALD).
Thursday 21 November 2024
MLCC firm Holy Stone to see stable growth in 2025 automotive orders
Niche multi-layer ceramic capacitor firm Holy Stone Enterprise points to uncertain demand in the industrial control market for 2025, in contrast with the automotive sector, which will see clear demand next year, even though inventory checks have continued into the fourth quarter of 2024. In addition, power supply-related demand for AI servers is expected to grow as well.
Wednesday 20 November 2024
Taiwan PMIC makers struggle to gain foothold in DDR5 market
Despite making progress in DDR5 power management IC (PMIC) development over the past two years, Taiwanese suppliers have seen limited revenue growth in this sector. This limitation stems from persistent market dominance by non-Taiwanese players and memory manufacturers' increasing focus on high-bandwidth memory (HBM) products.
Wednesday 20 November 2024
WPG to see weaker growth in 2025, with opportunities in auto solutions
AI was the name of the game for the semiconductor supply chain in 2024, according to IC distributor WPG Holdings, yet shifting supply-demand balance may lead to slightly slower growth in the semiconductor market next year. In the automotive market, as carmakers gradually end inventory adjustments, WPG is seeing initial results from its investments into integrated automotive solutions, as it targets Japanese Tier 1 suppliers.
Wednesday 20 November 2024
Eternal Materials eyes cautious 2025 growth with China's short-term revenue share steady at 60%
Eternal Materials, a leading supplier of PCB upstream materials including dry film photoresists, acknowledges China's ongoing economic slowdown. Despite these challenges, spokesperson B.C. Liu confirmed the company's steady operational footing in the region. While maintaining a cautious stance on future growth, Eternal Materials anticipates moderate expansion opportunities ahead.
Tuesday 19 November 2024
Mitsui Mining & Smelting raises copper foil prices, impacting South Korean semiconductor supply chain
Mitsui Mining & Smelting (Mitsui) recently announced an increase in copper foil prices, raising concern within the South Korean industry. Given that copper foil is a core material for semiconductor packaging substrates and Mitsui holds a significant market share, this price hike could disrupt related supply chains in South Korea.
Tuesday 19 November 2024
Adhesive maker Nan Pao eyes revenue growth in 2024, 2025
Nan Pao Resins Chemical Group, a Taiwan-based hot melt adhesives manufacturer, has been targeting record-high revenues in 2024 and is aiming for high single-digit revenue growth in 2025. Growth is being driven by promising prospects for its three main product lines, as well as benefits from acquisitions and new plant operations.
Tuesday 19 November 2024
AMD distributor Weikeng eyes 2025 AI boom
Peripheral IC distributor Weikeng Industrial has seen robust growth in 2024 driven by strong AI demand, which is expected to continue into 2025 as prospects for AI servers and PCs remain promising.
Tuesday 19 November 2024
Nichidenbo expects AI servers to drive growth in 2025, as PC, consumer product shipments remain stable
Passive component distributor Nichidenbo held its earnings call on November 18, during which company president and spokesman Yao-kuo Yu forecasted steady growth in the PC and consumer product markets for 2025. However, the EV market is harder to predict, due to uncertainties stemming from US election results, as well as inventories currently remaining at a higher level.
Friday 15 November 2024
Global SiC substrate prices plummet as China expands production
Silicon carbide (SiC) substrate prices are witnessing unprecedented declines in 2024, marking a dramatic shift in the power semiconductor materials sector. Following a period of sustained high demand and tight supply, the market now grapples with oversupply as Chinese manufacturers significantly expand production capacity. Industry leaders Tianyu and San'an have ramped up output this year, triggering a price war that has pushed prices below production costs and disrupted the global supply chain.
Friday 15 November 2024
Topco Scientific on track to meet 2024 revenue targets
Topco Scientific, a Taiwan-based semiconductor materials supplier, remains confident in achieving its 2024 revenue targets, bolstered by increasing demand from China's foundry sector.
Friday 15 November 2024
Power device firm Panjit eyeing bigger presence in Europe
Panjit International, a Taiwanese MOSFET and silicon carbide (SiC) diode supplier, is working to expand its footprint in Europe with its offerings for automotive, electric vehicle (EV) charging stations, solar energy/green energy, industrial control, and power supply.
Friday 15 November 2024
Akash Systems lands CHIPS Act funding to advance AI with diamond cooling technology
On November 13, the US government announced a non-binding preliminary agreement with Akash Systems. Through the CHIPS and Science Act, the Department of Commerce intends to allocate up to US$18.2 million in funding to support Akash's development of next-generation semiconductor technologies, according to Reuters.
Thursday 14 November 2024
Zhen Ding targets 70% revenue from AI applications by 2025, expands across four key sectors
Zhen Ding Technology (ZDT), a leading PCB manufacturer, reported record third-quarter revenue across key sectors, forecasts continued growth in the fourth quarter, and targets significant gains by 2025.
Thursday 14 November 2024
Sixxon Tech rides AI wave, targeting strong growth in thermal, chips, and optical comm. applications for 2025
Sixxon Tech, a specialized supplier of precision metal parts, anticipates robust growth in thermal management, semiconductor, and optical communication sectors in 2025. The company aims to reduce its reliance on automotive components as it focuses on new markets.
Thursday 14 November 2024
Chip resistor supplier Ta-I maintains 70-80% utilization rate amid stable pricing
Taiwan-based chip resistor maker Ta-I Technology currently maintains a capacity utilization rate of 70-80%, with prices remaining stable thanks to a more balanced supply and demand.
Thursday 14 November 2024
Chinese MCU firms see demand recovery, optimistic about 2024 sales results
Chinese microcontroller unit (MCU) firms have observed a resurgence in demand and expressed optimism about their full-year 2024 sales results. Several Chinese MCU firms have reported growth in their third quarter of 2024 sales, driven by government subsidies stimulating replacement demand in consumer markets. Leading Chinese MCU vendor GigaDevice has indicated strong potential for achieving record shipments in 2024.
Wednesday 13 November 2024
Machvision invests in Hye Technology, eyes growth in advanced packaging
Machvision's board has approved a NT$274 million (US$8.6 million) strategic investment to acquire 13% of Hye Technology's common shares. The investment will represent 11.5% of Hye's outstanding shares post-placement and secure Machvision two board seats, strengthening the collaboration between both companies in operational strategies and product development.
Wednesday 13 November 2024
Audix expand AI servers testing and certification business
Audix Group chairman and president Yuan-kai Chung anticipates significant tariff changes in the US-China trade war once US President-Elect Trump assumes office. Additionally, overcapacity in China is expected to drive more aggressive price competition.
Wednesday 13 November 2024
PMIC firm GMT steps up non-consumer applications developments
Global Mixed-mode Technology (GMT), a supplier of power management IC (PMIC), has expanded into non-consumer electronics to avoid competition in mass-market applications.
Wednesday 13 November 2024
GIS expands fingerprint recognition market in 2025 amid industry's moderate growth in second half of 2024
Touch panel manufacturer GIS has faced significant operational challenges in 2024. Despite a rebound in consolidated revenue during the third quarter, the company's product mix resulted in a reduced gross profit margin. As GIS's market share in fingerprint recognition continues to expand, the company expects overall performance in 2025 to surpass that of 2024, with fingerprint recognition revenue projected to exceed 10% for the first time.
Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson Chia-Yu Chen reports that clients are experiencing increased orders from AI-related applications, helping to offset declining PC market demand. For 2025, Podak expects AI-related revenue to grow by up to 15%, though the company maintains a cautious outlook and anticipates stable operations throughout the year.
Monday 11 November 2024
Gudeng Precision marks 2 years of profit growth, expands capacity and advances processes
Gudeng Precision, a key player in the semiconductor foundry supply chain, reported an October 2024 consolidated revenue of NT$389 million (approx. US$12.16 million). Cumulative revenue for the first ten months reached NT$5.458 billion, marking a 28% year-over-year growth and exceeding 2023's full-year total.
Monday 11 November 2024
Wah Lee's CoWoS enters leading supply chain; delivers FOPLP key materials samples to manufacturers
Wah Lee Industrial Corporation has successfully integrated its CoWoS packaging materials into the supply chain of leading semiconductor manufacturers. Shipments are expected to increase in 2025. Additionally, samples of Fan-Out Panel Level Packaging (FOPLP) key materials have been delivered to semiconductor, display panel, and testing companies.
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