Taiwan's four leading notebook ODMs posted improved shipment figures in May 2025, lifting expectations for a sequential uptick in second-quarter volumes. Despite this positive trend,...
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%...
China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have...
Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious...
Taiwan's May exports to the US jumped 87.4% year-over-year to US$15.52 billion, setting a monthly record, as American importers stockpile goods ahead of potential tariff changes,...
Fan manufacturer Powerlogic reported consolidated revenue of NT$171 million (US$5.71 million) for May 2025, marking a 52.13% year-over-year increase and setting a new historical high...
Taiwan's total export value in May 2025 soared to a record US$51.74 billion, surpassing the US$50 billion mark for the first time and marking a 38.6% year-over-year increase. According...
Heading into the second half of 2025, Taiwan-based electronics maker Pegatron is navigating persistent uncertainty stemming from shifting US tariff policies. At its June 6 annual...
India has laid out a bold US$21 billion blueprint to become a global semiconductor manufacturing hub, securing investment pledges from domestic conglomerates and international gian...
Kioxia, Japan's leading NAND flash memory manufacturer, is preparing for an aggressive expansion. The company has announced a bold plan to double its memory production capacity by...
ASE Holdings, the world's largest outsourced semiconductor assembly and test (OSAT) provider, has transitioned its core IT infrastructure to AMD platforms, deploying EPYC processors...
Taiwan-based niche PCB maker First Hi-tec Enterprise is riding strong momentum from the AI server sector and expects its 2025 revenue to surpass NT$10 billion (US$307 million), according...
As Apple prepares to unveil its highly anticipated iPhone 17 series in the fall of 2025, rumors of a price increase have begun to surface. Market research firm Counterpoint Research...
