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    NEWS TAGGED DEMAND
    Friday 25 April 2025
    STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

    STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery...

    Friday 25 April 2025
    AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution
    Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual...
    Friday 25 April 2025
    Celestica smashes Q1 forecasts, lifts 2025 outlook as cloud and connectivity demand soar
    Celestica, a leader in design, manufacturing, hardware platforms, and supply chain solutions, reported first-quarter 2025 financial results that decisively exceeded the upper end...
    Friday 25 April 2025
    Intel to continue boosting in-house chip production, braces for tariff impacts
    In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake...
    Thursday 24 April 2025
    Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
    Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
    Thursday 24 April 2025
    Texas Instruments navigates uncertainty with strong results and optimistic outlook
    Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...
    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...
    13/128 pages
    Veeam Q2 Vault – ANZ
    BIZ FOCUS
    May 9, 11:30
    Is your AI system built to last—or bound to fail? Only DEEPX has the answer
    Monday 19 May 2025
    Empowering the intelligent future: Fibocom elevates AI capabilities for next-gen innovation
    Monday 19 May 2025
    MSI showcases AI-driven, high-performance innovations at COMPUTEX 2025
    Wednesday 14 May 2025
    VIA Labs presents USB4 gaming dock reference design compliant with the latest EU EUP/ERP regulations
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES