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NEWS TAGGED 2025
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
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
China fosters another IC unicorn as BYD fund moves in
As the spring begins for 2025, China's IC industry has seen a major injection of funding. Wuxi SJ Semiconductor has closed a financing agreement worth roughly US$700 million. This...
Wednesday 5 February 2025
TV panel prices on the rise as supply tightens, demand surges
Since mid-2024, China's trade-in subsidy program has revived the TV market, with plans for expansion through 2025. Meanwhile, US President Donald Trump's volatile tariff policies...
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
CHPT expects strong 1Q25 sales driven by HPC chip load boards
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is poised to achieve its strongest-ever first quarter in 2025, propelled by robust orders for HPC chip...
Wednesday 5 February 2025
TSMC's first US board meeting: spotlight on leadership shakeup and fab expansion
TSMC is gearing up to hold its first-ever board meeting in the US on February 11, 2025. The board will convene to announce senior management promotions, update progress on facility...
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
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...
Wednesday 5 February 2025
China's automakers accelerate chip push amid US curbs
China's automotive chip industry is gaining momentum in 2025, driven by both external pressures and internal opportunities. In response to US restrictions, Chinese automakers are...
Tuesday 4 February 2025
China imposes tariffs on US goods, launches antitrust probe into Google
On February 1, 2025, the US government imposed a 10% tariff on all Chinese exports, citing fentanyl-related concerns. The new tariffs will take effect on February 4, escalating trade...
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,...