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NEWS TAGGED 2024
Wednesday 5 February 2025
AI powers IC substrate market as 2025 recovery gradually takes shape
AI-powered applications reshaped the electronics manufacturing landscape in 2024, driving a resurgence for Taiwan’s leading IC substrate makers. Unimicron, Kinsus, and Zhen...
Wednesday 5 February 2025
Tesla's 4Q24 miss raises questions on Musk's ambitious bets on budget EVs, robotaxis, and humanoid AI
Tesla's fourth quarter of 2024 earnings fell short of expectations, but CEO Elon Musk remains bullish on three key initiatives: budget EVs, commercial robotaxis, and humanoid robots...
Wednesday 5 February 2025
Porsche considers exec changes amid market pressures
Luxury automaker Porsche announced the potential early termination of CFO Lutz Meschke and sales executive Detlev von Platen. Industry sources indicate that Oliver Blume, CEO of both...
Wednesday 5 February 2025
China smartphone industry, 4Q 2024

Introduction

Wednesday 5 February 2025
Infineon raises 1Q25 outlook despite tariff concerns, eye AI to navigate challenges
German semiconductor giant Infineon has reported better-than-expected performance after a prolonged industry downturn, demonstrating resilience by raising its full-year financial...
Wednesday 5 February 2025
APT eyes strong growth in demand for advanced packaging solutions
AblePrint Technology (APT), a supplier of pneumatic and thermal process solutions for semiconductor packaging, has reported significant sales growth in 2024, driven by strong demand...
Wednesday 5 February 2025
IT panel prices expected to rise due to US tariff disruptions
The combination of US tariff policies and rising LCD TV panel prices has driven increased demand for monitor panels, including from second-tier buyers. This heightened procurement...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...
Tuesday 4 February 2025
Global server market, 4Q 2024

Introduction

Tuesday 4 February 2025
Samsung optimistic for 2025 with launch of Galaxy S25
Samsung Electronics (Samsung) has made pre-ordering for the Galaxy S25 series available in Taiwan. According to Jacob Chen, president of Samsung Taiwan's Mobile Communications Division,...
Tuesday 4 February 2025
Samsung DS faces challenges, with hope to recover in 2Q25
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...