CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 7 May 2025
Taiwan chip maker cautious on global trade outlook
Taiwan-based power management IC maker GMT's chairman cites market uncertainty due to Trump administration's proposed tariff policies, with second-quarter orders remaining flat amid...
Wednesday 7 May 2025
GlobalFoundries warns of tariff risks in 2H25
GlobalFoundries reported first-quarter revenue growth of 2.3% to US$1.59 billion, supported by demand in data center and IoT markets. While tariff impacts remained minimal in early...
Wednesday 7 May 2025
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
Wednesday 7 May 2025
AMD posts strong Q1, but margin pressure clouds Q2 outlook
Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and...
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...
Tuesday 6 May 2025
BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures
Taiwan-based BenQ Materials is steadily increasing its high-margin product share in its display materials portfolio, a trend expected to persist across various applications, especially...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
Tuesday 6 May 2025
Europe shunned plug-in hybrids. China sold them back
In early 2025, the European Union made a decisive pivot in its electric vehicle policy, throwing full support behind battery electric vehicles (BEVs) while pulling back on plug-in...
Tuesday 6 May 2025
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...
Tuesday 6 May 2025
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...
Tuesday 6 May 2025
Tariff turmoil brings uncertainty and new opportunities, says RichWave
RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not...
Monday 5 May 2025
Foxconn smashes April record with US$21.3B in revenue as AI servers take off
Foxconn Technology Group posted consolidated revenue of NT$641.37 billion (approx. US$21.32 billion) in April 2025, up 16.16% from March and 25.54% from a year earlier, marking a...
Monday 5 May 2025
PC pioneer FICG retools for the AI age with optical module surge
Once Taiwan's second-largest PC maker, First International Computer (FIC), has reinvented itself as a top-three global supplier of optical modules. Leo Chien, Chairman of parent firm...
Monday 5 May 2025
Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25
Samsung Electro-Mechanics (Semco) is set to expand its advanced IC substrate business by officially ramping up mass production of IC substrates for artificial intelligence (AI) accelerators...