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Tuesday 1 July 2025
Memory market rebounds: OSE projects quarterly growth through 2025
Benefiting from a surge of rush orders spurred by US tariffs and steadily rising demand from AI server customers, memory packaging and EMS firm OSE is seeing its business momentum...
Tuesday 1 July 2025
Chipmakers brace for fallout as US tariff clock ticks down

As the Trump administration's reciprocal tariff extension is approaching the deadline on July 9, Taiwanese chipmakers remain cautious...

Tuesday 1 July 2025
Auto suppliers face inventory concerns despite strong first-half shipments
Automotive parts shipments in the first half of 2025 have outpaced previous years, industry participants report, reflecting significant growth in the sector. However, this surge has...
Tuesday 1 July 2025
Boeing cuts aircraft demand forecast for next 20 years; Airbus remains optimistic
Boeing has revised its forecast for aircraft demand over the next 20 years downward, indicating a possible deceleration in order momentum. Meanwhile, manufacturers of aerospace components...
Tuesday 1 July 2025
WinWay emerges as world's top test socket supplier in the AI boom
WinWay Technology, a Taiwan-based provider of semiconductor test interface solutions, has emerged as the world's largest supplier of test sockets, riding the wave of accelerating...
Monday 30 June 2025
Indian Reliance Jio expected to lead world FWA user base in 2025
Reliance Jio, India's largest wireless operator by subscribers, is projected to overtake global competitors to become the largest fixed wireless access (FWA) service provider by subscriber...
Monday 30 June 2025
Auto parts maker Coplus warns of tough year-end US holiday season as order visibility shrinks
Taiwan-based Coplus Inc., a supplier of automotive lights and performance parts, has seen its order visibility drop from over three months to just one due to increasing customer caution...
Monday 30 June 2025
GMI aims for full-year revenue growth in 2025, fueled by AI and automotive projects
Facing external challenges such as US tariffs, exchange rates, and interest rates, IC distributor GMI stated that despite numerous market uncertainties, it expects its operational...
Monday 30 June 2025
Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push
Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server...
Monday 30 June 2025
TSMC affiliate VIS may expedite production at US$8 billion Singapore fab
Taiwan Semiconductor Manufacturing Co.’s smaller affiliate Vanguard International Semiconductor Corp. may accelerate the chip production schedule at its new US$7.8 billion joint...
Monday 30 June 2025
Mitac Holdings expands North American server production facilities amid AI-driven demand surge
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Monday 30 June 2025
Optical makers eye busy third quarter with cautious optimism
The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following...
Monday 30 June 2025
DDR4 memory shortage pushes prices up as industry moves faster to DDR5

Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously...

Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...