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NEWS TAGGED CHIPS + COMPONENTS
Friday 1 August 2025
Realtek's order visibility limited to one quarter, but PC and networking chip upgrades remain strong
Taiwan-based IC design giant Realtek held an earnings call and shared its outlook for the market. The company noted that in the short term, the market will continue to be influenced...
Friday 1 August 2025
Horng Terng fully booked with orders amid AI chip cooling demand surge
Horng Terng Automation, a leading manufacturer of advanced semiconductor packaging equipment, has leveraged its joint development efforts with packaging clients and mastery of critical...
Friday 1 August 2025
Leadframe maker CWTC sustains growth momentum in 2Q25 despite currency headwinds
Chang Wah Technology Co., Ltd. (CWTC), a leading Taiwanese leadframe manufacturer, demonstrated operational resilience in the second quarter of 2025, weathering currency headwinds...
Friday 1 August 2025
ASE maxes out Taiwan backend capacity on AI, automotive demand
ASE Holdings posted solid growth in advanced packaging and testing in the first half of 2025, fueled by robust demand for AI-related high-performance computing (HPC) chips. However,...
Friday 1 August 2025
Taiwan industries to sail into Trump's 20% tariffs storm with contingency plans deployed
Taiwanese exporters are responding with cautious pragmatism after the Trump administration announced a new 20% reciprocal tariff rate on Taiwan. The rate represents a reduction from...
Friday 1 August 2025
TSMC states exchange rates are uncontrollable as Taiwan's foundry sector faces significant pressure in 3Q25
The violent appreciation of the New Taiwan dollar (NT dollar) is gradually showing its impact. In the second quarter of 2025, the NT dollar appreciated by more than 10%, hitting export-oriented...
Friday 1 August 2025
US sanctions stall CXMT's DRAM expansion, giving Samsung and SK Hynix breathing room
ChangXin Memory Technologies (CXMT), China's leading DRAM manufacturer, is under renewed pressure as the US escalates export controls on advanced chipmaking equipment. The tightened...
Friday 1 August 2025
Trump's tariff war reshapes China's IC trade in 1H25
Large-scale US tariffs launched in the second quarter of 2025 aimed to curb China's technological advancement through stricter import restrictions on high-tech and advanced manufacturing...
Friday 1 August 2025
CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026
Unimicron Technology said AI-related products will account for more than 30% of its 2025 revenue and could surpass 40% in 2026. However, near-term profitability is under pressure...
Friday 1 August 2025
Macronix hit by forex losses in 2Q but stays on course for 2025 profitability
Macronix International reported a wider second-quarter 2025 loss, citing seasonal weakness and significant forex losses from the sharp appreciation of the New Taiwan dollar. President...
Friday 1 August 2025
EU semiconductor gear tariff exemption fuels US fab expansion
The recent tariff exemption on semiconductor manufacturing equipment imported from the European Union into the US is poised to significantly influence the US semiconductor industry's...
Friday 1 August 2025
China's auto sector spirals into chaos, component makers in despair
China's auto and parts industries have historically been entangled in cutthroat price wars. Even with Chinese authorities repeatedly calling for an end to the involution, no improvement...
Friday 1 August 2025
Taiwan President Lai: 20% tariff is temporary, final deal still in progress

Taiwan's President Lai Ching-te signaled that tariff negotiations with the United States are far from over, following the announcement...

Friday 1 August 2025
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
Friday 1 August 2025
Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025
Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the...