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Thursday 24 April 2025
Electronics suppliers split on demand as US-China tensions escalate

As the US ramps up tariffs on Chinese imports, electronics component makers are responding differently depending on their market segments...

Thursday 24 April 2025
Trump signals major China tariff cuts; AUO's Peng warns 50% duties amount to decoupling
US President Donald Trump has eased his previously tough stance on China, announcing for the first time that US tariffs on Chinese imports will be "substantially lowered"—but...
Thursday 24 April 2025
Lam Research's strong results signal continued growth in chip equipment demand
Lam Research Corporation reported strong financial results for its fiscal third quarter of 2025, demonstrating significant year-over-year growth across key metrics. The company posted...
Thursday 24 April 2025
IBM posts slight revenue increase, AI demand grows
IBM's first quarter results for 2025 showed a slight revenue rise to US$14.54 billion, a 0.5% increase year over year and just above analysts' expectations of US$14.4 billion.
Thursday 24 April 2025
SK hynix announces 1Q25 financial results
SK hynix (or "the company") announced today that it recorded KRW17.6391 trillion in revenues, KRW7.4405 trillion in operating profit (with an operating margin of 42%), and KRW8.1082...
Thursday 24 April 2025
Taiwan rides AI wave as US tech orders surge
Taiwan's export orders jumped in March 2025, fueled by rising global demand for AI and high-performance computing (HPC) chips, according to data from Taiwan's Ministry of Economic...
Wednesday 23 April 2025
Taiwan PCB sector rallies on tariff pause and rush orders, yet clouds loom over 2H demand
Taiwan's PCB suppliers report that the ongoing US-China tariff tensions prompted early order pull-ins from networking and consumer electronics customers, allowing the first quarter...
Wednesday 23 April 2025
Samsung's Texas fab reportedly nears completion but delays loom amid rising costs and uncertain demand
As TSMC revealed accumulated losses of over NT$39.4 billion (approx. US$1.2 billion) from its Arizona operations over the past four years, attention is turning to Samsung Electronics,...
Wednesday 23 April 2025
GTOC invests NT$1.7 billion to expand automotive glass business in Vietnam
Glass processing manufacturer G-Tech Optoelectronics (GTOC) announced a board resolution to invest an additional NT$1.385 billion (US$42.6 million) in its Vietnam project. The board...
Wednesday 23 April 2025
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence...
Tuesday 22 April 2025
Hygon delivers blowout 1Q results amid surge in domestic AI, compute demand
On April 22, Hygon Information Technology, a top Chinese high-performance chipmaker, posted its first-quarter 2025 earnings, surpassing analyst forecasts. Driven by accelerating demand...
Tuesday 22 April 2025
Indian smartphone market sees rare slump as shipments drop 8%
India's smartphone market experienced a rare decline due to soft demand and high inventory levels. Only modest shipment growth is expected for 2025 due to the indirect impacts of...
Monday 21 April 2025
PlayNitride eyes stronger 2025 as microLED enters mass production phase
PlayNitride anticipates a stronger operational and financial performance in 2025, driven by the commercialization of microLED technology and growing customer demand. The company expects...
Monday 21 April 2025
Tong Hsing eyes stronger G2 growth amid minimal tariff impact and Philippines expansion
Tong Hsing Electronic, a major backend services provider for CMOS image sensors (CIS), reported that while first-quarter operations saw a slight year-over-year decline, performance...
Monday 21 April 2025
FCS Machinery sees significant demand from new energy car sector; overall equipment order visibility extends to 2Q26
Injection molding machine maker FCS Machinery has disclosed that it is gaining momentum from the reshaping of the global supply chain, with increases in orders from multiple sector...