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Monday 14 April 2025

China's GPU surge defies tariff fears, fuels semiconductor boom

As the US-China tariff saga intensifies, the Trump administration's decision to delay reciprocal tariffs by 90 days offers a fleeting reprieve for the semiconductor supply chain. Despite initial expectations that tariff-related stockpiling would boost first-quarter revenues in 2025, industry sources reveal a different driver: China's voracious appetite for GPUs, spurred by its AI supply chain, has emerged as the true engine of growth.

Monday 14 April 2025

Silicon photonics nears maturity, eyes full ecosystem by late 2025

Silicon photonics (SiPh), hailed as a transformative technology for AI development, data centers, and 5G networks, is rapidly converging toward standardized parameters and specifications.

Monday 14 April 2025

DIGITIMES analysis: electronics tariffs driving three-pronged supply chain transformation

US Commerce Secretary Howard Lutnick indicated Sunday that recent tariff exemptions for electronics and semiconductor products are merely temporary, with comprehensive semiconductor tariffs likely arriving "within a month or two." The move aims to repatriate manufacturing of critical components to US soil.

Monday 14 April 2025

Ennostar's March revenue recovers with focus on biosensing and automation robotics

The rapid evolution of smart sensing technology is leading to a comprehensive penetration of biosensing applications in the fields of smart wearables, medical monitoring, and personal health management. Ennostar has announced that its full-band sensing chips, which include both transmission and reception capabilities, along with packaging and module solutions, have gained favor from multiple international brands for use in these areas. The company plans to further expand into automation robotics applications based on its sensing technology, thereby broadening its market presence.

Monday 14 April 2025

Apple was on brink of crisis before Trump tariff concession

Apple Inc. has managed to dodge its biggest crisis since the pandemic — for the moment, at least.

Saturday 12 April 2025

Taiwan's SuperAlloy says US tariffs have limited impact as direct exports below 10%

SuperAlloy Industrial downplayed concerns over new US tariffs during a press conference, stating that direct exports to the American market represent less than 10% of its revenue. Vice President Kuan-Pin Huang noted that while the US market constitutes under 20% of overall business, many customers opt for self-pickup, further reducing direct export exposure.

Friday 11 April 2025

Trump's tariff push disrupts global trade, raises risks for U.S. economy

After his second election as President of the United States, Trump has fully unleashed his destructive power on the global economic order. Japanese Prime Minister Shigeru Ishiba described the current situation as a "national crisis."

Friday 11 April 2025

TASC targets 20% growth, partners with NTT-AT for advanced GaN component supply

Taiwan-Asia Semiconductor Corp. (TASC) is positioning itself for robust growth in 2025, leveraging its subsidiaries to drive innovation and market expansion. The company projects a 20% annual increase in capacity utilization, with full-year revenue expected to surpass 2024 levels. Recent government subsidies for blood glucose monitoring devices have further bolstered its development efforts.

Friday 11 April 2025

Largan Precision unfazed by US tariffs, eyes upgraded lens demand and robot applications

As global tech manufacturers brace for the potential impact of Donald Trump's revived tariff agenda, Largan Precision — a key optical lens supplier for Apple — remains largely insulated from the immediate effects. During its April 10 earnings call, Chairman En-ping Lin noted that since Largan does not ship products directly to the US, the company is not currently subject to new tariffs. Even with a 90-day grace period under a 10% "reciprocal tariff" framework, there has been no sign of early order pull-ins from clients.

Friday 11 April 2025

Apple supplier GSEO reports March revenue surge amid tariff uncertainty

Genius Electronic Optical (GSEO) has unveiled its operational results for March 2025, revealing consolidated revenue of NT$1.893 billion (US$0.06 billion). This represents a strong 36.21% rise from February's NT$1.389 billion. However, when compared to the same period last year, there is a slight decline of 3.44%. For the first quarter of 2025, the company's total revenue amounted to NT$5.321 billion, marking a modest 1.6% growth over the corresponding period in 2024.

Thursday 10 April 2025

GEM Terminal currently insulated from US tariffs thanks to China and European demands

Taiwan-based Terminal manufacturer GEM Terminal reported robust revenue growth in March 2025, buoyed by successful product launches and strategic market positioning, even as global trade remains volatile due to political and economic tensions. The company emphasized that it will monitor international tariff developments, particularly from the US, and make timely adjustments to maintain its growth trajectory.

Wednesday 9 April 2025

Taiwan's tech giants shine as Trump's tariff tempest rages on—But for how long?

As US President Donald Trump enforces reciprocal tariffs internationally, global financial markets experience turmoil, particularly affecting electronics hardware manufacturers. Despite this challenging environment, the March 2025 revenue reports of major Taiwan electronics companies, such as Foxconn, Quanta, Wistron, Wiwynn, and Mitac, have all exceeded expectations, with many achieving record-breaking results. Inventec also performed better than anticipated.

Wednesday 9 April 2025

Tariff impacts on South Korean businesses: Overview of effects on home appliances, smartphones, and components

Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern.

Wednesday 9 April 2025

Dassault Systèmes pioneers medical innovation with human digital twins technology

Dassault Systèmes' digital twin technology, widely used in technology and manufacturing for digital transformation, has also made significant strides in the field of human digital twins. The company aims to drive medical innovation and cutting-edge therapies by integrating digital twin, virtual simulation, AI, and other technologies into heart and brain research, enabling more precise and personalized medical and health management.

Monday 7 April 2025

Apple's US$500 billion investment pledge fails to secure tariff exemptions

Apple CEO Tim Cook committed to bringing manufacturing back to the US with a US$500 billion investment. Yet, this move seemingly failed to earn Apple any exemption from tariffs. On April 2, US President Donald Trump imposed high tariffs ranging from 26% to 54% on China, India, and Vietnam, all major Apple production bases.

Monday 7 April 2025

Taiwan's Ichia forecasts growth in 2025 on Nintendo supply deal, diversifying production beyond China

Ichia Technologies, a Taiwanese manufacturer of mechanical components and flexible printed circuits, projects continued growth in 2025, driven by new supply relationships with Nintendo and expanding automotive sector demand, despite global market uncertainties.

Monday 7 April 2025

Machvision eyes strategic opportunities; US reciprocal tariffs to yield limited fallout

As the US gears up to implement reciprocal tariffs, Taiwan's Machvision, a company specializing in PCB and semiconductor AOI equipment, has carefully assessed potential challenges affecting business orders, supply chain logistics, production expenses, and financial stability. The company's analysis suggests that the direct impact of these international tariffs will be minimal. Instead of retreating from the situation, Machvision perceives the tariffs as an encouraging incentive for strategic investments and potential acquisitions.

Friday 4 April 2025

China strikes back: 34% tariffs on US goods, 27 American companies hit with restrictions

The US President Trump announced a reciprocal tariff rate, imposing an additional 34% tariff on China, effective April 9. In response, China declared on April 4 that it would also impose a retaliatory 34% tariff on US imports, effective at noon on April 10.

Friday 4 April 2025

Uncertainty in BBU and EDLC design may delay GB300 launch

Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors suggest that the backup battery units (BBUs) and electric double layer capacitors (EDLCs) integrated into this server may transition from optional features to standard components.

Thursday 3 April 2025

AI boom drives growth for connector maker JPC

Taiwan's JPC Connectivity is experiencing strong demand for AI and cloud server wire harnesses, with supply shortages compelling overtime production to meet requirements from US customers. The connector manufacturer is expanding beyond its core products to offer third-generation open-rack external power cables, water-cooled connectors, optical modules, and active optical cables.

Thursday 3 April 2025

Jabil Unveils cutting-edge transceivers to power AI and data centers with Intel Tech

Jabil has introduced advanced transceivers capable of transmitting data at speeds reaching 1.6 Terabits per second, aimed at addressing the increasing demand from sectors such as artificial intelligence and machine learning workloads, high-performance computing, and data center connectivity. These transceivers, utilizing Intel Silicon Photonics technology, support data transmission of 200 Gigabits per lane across both electrical and optical interfaces. They are available in three variants—DR8, DR8+, and 2xFR4—allowing data centers to double their bandwidth capacity without needing infrastructure changes, while also maintaining low energy consumption.

Wednesday 2 April 2025

China's Luxshare reportedly mulls US$2–3 billion Hong Kong listing in 2025

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025. The potential move reflects a broader trend of mainland Chinese firms turning to Hong Kong for fundraising amid shifting geopolitical and market dynamics.

Wednesday 2 April 2025

No more GPUs needed? Ghibli indirectly proves three major AI trends

Recently, a global trend has emerged where users are generating images in the style of Hayao Miyazaki (Studio Ghibli) using ChatGPT. However, this sudden surge in demand has left OpenAI overwhelmed. Users have noticed that as more people activate this feature, the processing speed not only slows down but also requires traffic management, raising an intriguing question: will cloud-based AI require additional computing power due to streamlined AI models? Based on ChatGPT's recent performance, the answer is clearly no.

Tuesday 1 April 2025

Deepseek AI drives unprecedented demand for Nvidia's China-specific chips

Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China. Since late January 2025, major Chinese technology companies have been aggressively purchasing servers to deploy DeepSeek AI models, creating unprecedented demand for Nvidia's H20 chips.

Tuesday 1 April 2025

Taiwan pursues ADTA to deepen US trade amid 'Dirty 15' concerns

As the seventh-largest US trade partner, Taiwan has been speculated by foreign media as part of the "Dirty 15" countries targeted for reciprocal tariffs. However, the US government has not officially named Taiwan. In response, Taiwan is actively negotiating an Avoidance of Double Taxation Agreement (ADTA) to reduce trade barriers and facilitate investment.

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