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Monday 23 June 2025
Rising Israel-Iran tensions drive demand for Taiwan's military power amplifiers
Rising tensions between Israel and Iran have drawn global focus back to the modernization of defense communications and radar systems. This shift is driving sustained demand for military-grade...
Monday 23 June 2025
Chip makers brace for brutal competition as cloud ASIC market heats up
Industry forecasts for application-specific integrated circuits have turned bullish, with major players and research firms upgrading their cloud ASIC demand projections for 2026-2028...
Monday 23 June 2025
NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to...

Monday 23 June 2025
Adata order visibility extends to September thanks to strong DRAM demand and long-term orders
DDR4 demand has recently surged, with memory module manufacturer Adata overwhelmed by orders. The company's current order visibility has extended through September, as customers are...
Monday 23 June 2025
JPP scales up production to satisfy rising AI server demand
JPP Holding is benefiting from sustained AI server demand, fueling growth in its server cabinet manufacturing operations. Both its AI server and aerospace divisions are gaining traction,...
Monday 23 June 2025
Jarllytec expects moderate growth in 2025, looks forward to new products in 2026
Hinge manufacturer Jarllytec expects its notebook business will benefit from new Chinese foldable laptop models in the second half of 2025, with its exclusive supply of the high-priced...
Saturday 21 June 2025
DDR4 prices spike as Nanya sells out 3Q25 output, supply chains brace for 4Q25 crunch
A global surge in demand for DDR4 memory chips is driving prices sharply higher as major DRAM manufacturers reduce legacy production and supply chain constraints push third-quarter...
Saturday 21 June 2025
Techman robot sees growth amid US manufacturing shift
Techman Robot expects significant growth as the Trump administration's push for domestic manufacturing drives global electronics companies to relocate operations to the US, boosting...
Saturday 21 June 2025
GSEO signals cautious optimism under global trade uncertainty
GSEO, a key supplier of camera lenses for Apple's iPhone, addressed shareholders on June 17, 2025, with President Jones Chen and General Manager Lee Kuo offering a guarded yet forward-looking...
Saturday 21 June 2025
Nidec's Takisawa taps China's robot boom with precision tool push
Takisawa Machine Tool, a subsidiary of Japan's Nidec Corp., is leveraging its parent company's extensive sales networks and industrial connections to expand its presence in China's...
Saturday 21 June 2025
Sigurd lifts capex by 75% to chase AI smartphone boom, BIS-driven test orders

Riding a wave of demand driven by AI smartphones, servers, ASICs, optical transceivers, and networking gear, Taiwan-based IC testing...

Friday 20 June 2025
AI boom pushes Wistron to rapidly scale up server production
The demand for AI remains robust, and visibility is high. Wistron President and CEO Jeff Lin noted that most customers are placing rolling 12-month orders, and current demand is expected...
Friday 20 June 2025
China to inject US$19 billion in consumer subsidies as trade-in policy expands
In a continued push to stimulate domestic demand, China is set to release an additional CNY138 billion (approx. US$19 billion) in the second half of 2025 to fund subsidies for its...
Friday 20 June 2025
SK Hynix widens lead over Samsung as HBM race accelerates
South Korea's top chipmakers, SK Hynix and Samsung Electronics, are heading into 2025 with dramatically diverging fortunes, as the global race for AI-driven memory dominance accelerates...
Friday 20 June 2025
Soaring AI electricity demand challenges South Korea's energy policy
The rapid growth of the global generative AI industry has sharply increased electricity demand, straining national power grids and energy security worldwide. South Korea faces particular...