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Thursday 29 May 2025
Leadframe maker CWTC upbeat about market, with capacity expansion on track in Malaysia
Taiwan-based leadframe maker Chang Wah Technology (CWTC) is upbeat about 2025 as demand recovers, and will continue to expand its production capacity in Malaysia, according to company chairman Chuen-Sing Hung
Wednesday 28 May 2025
Gtoc bets on Vietnam and ultra-thin glass in push for display dominance
As global display technologies pivot toward thinner, lighter, and more flexible form factors — especially for automotive and smart device applications — Taiwanese glass processor Gtoc Optoelectronics is making a bold move into next-generation materials. The company announced a strategic expansion into the ultra-thin rollable glass cover market, positioning itself as a key supplier for high-end automotive displays and precision glass applications
Tuesday 27 May 2025
Malaysia bets on advanced chip design to power US$270 billion semiconductor ambition
Southeast Asian nation pivots from assembly hub to IC design powerhouse amid global supply chain tensions, but faces talent and scaling challenges
Tuesday 27 May 2025
Univacco to open third Vietnam plant to offset tariff risks and boost EU sales
Taiwanese vacuum coating film specialist Univacco Technology plans to establish its third manufacturing facility in Vietnam, as part of a broader strategy to diversify supply chains, lower operating costs, and sharpen its edge in the European market. The move, greenlit at a recent shareholders' meeting, reflects the company's response to persistent global economic volatility and geopolitical headwinds
Monday 26 May 2025
Malaysia's neutrality tested: Huawei AI project draws G2 heat
Malaysia is walking a diplomatic tightrope as a locally initiated artificial intelligence project involving Chinese tech giant Huawei has drawn scrutiny from both the US and China, testing the country's resolve to remain neutral amid escalating global tech rivalries
Monday 26 May 2025
Vietnam rising: Meiko fuels Apple’s decoupling with $351m expansion
Japanese PCB maker Meiko is ramping up its capex to JPY51 billion (US$351 million) for the fiscal year ending March 2026—a 70% increase from its earlier plan—as it accelerates efforts to diversify production away from China, particularly to meet the needs of a key smartphone client widely believed to be Apple
Friday 23 May 2025
Nvidia bets on Taipei, but can Taiwan deliver?
As Nvidia chooses to build its overseas headquarters in Taipei, Taiwan's government is promising to be more than a host. It wants to be Nvidia's strongest ally. But can it keep that promise
Thursday 22 May 2025
Inventec expands in Texas and Thailand to meet growing AI server demand
Taiwan-based Inventec is ramping up its global production capabilities in response to rising geopolitical risks and growing demand for AI servers. The company is expanding its manufacturing footprint in Texas and Thailand, aiming to strengthen regional supply chains and better serve customers worldwide
Thursday 22 May 2025
SEA smartphone shipments decline as entry-level segment faces uncertainties in 1Q25
After quarters of growth, Southeast Asian countries witnessed declining smartphone shipments in the first quarter as the entry-level segment experienced uncertainties and high inventories
Wednesday 21 May 2025
Malaysia retracts Huawei AI server deployment claim as US export control tension rises
Just one day after announcing plans to deploy 3,000 Huawei Ascend-powered AI servers by 2026, Malaysia's Deputy Communications Minister Teo Nie Ching abruptly retracted the statement on May 20. The reversal, amid heightened US-China tech tensions, casts uncertainty over the sensitive project's future and Malaysia's AI infrastructure strategy
Wednesday 21 May 2025
Getac and AI server makers stay strong despite tariff pressures
As the global electronics industry braces for the disruptive effects of renewed tariff tensions under the Trump administration's trade policy revival, two sectors appear to be emerging largely unscathed: military-grade rugged computing and AI servers
Monday 19 May 2025
Phison builds NAND stockpile, accelerates three-pronged AI storage push in SEA and India
Phison Electronics Corp. expects robust growth in the second half of 2025, driven by tighter NAND flash supply and surging demand for its controller chips. The easing of US-China trade tensions and recent tariff reductions between the world's two largest economies have spurred system vendors to accelerate orders and shipments, particularly in May and June
Monday 19 May 2025
ASEAN semiconductor market accelerates as ASE spotlights strategic Singapore-Malaysia partnership
As global supply chains pivot toward regional hubs, ASEAN is stepping into the spotlight. Singapore has emerged as a research and development hub for leading integrated circuit (IC) design firms, with its influence extending to the Johor-Singapore Special Economic Zone (JS-SEZ)
Monday 19 May 2025
Substrate makers' China exit stalls as SEA relocation falls short
Amid the renewed US-China trade tensions and fierce price competition from Chinese peers, the industry trend of "China Minus One" has resurfaced, spreading from outsourced semiconductor assembly and test (OSAT) providers upstream to the IC substrate supply chain
Monday 19 May 2025
How ASE is reinventing chip testing in Singapore—and betting big on silicon photonics
Singapore and Malaysia's collaborative "Johor-Singapore Special Economic Zone" has emerged as a magnet for investment, positioning the region as a pivotal node in Southeast Asia's AI data center supply chain. Beyond this, both nations boast decades of expertise in the semiconductor sector
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES