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Wednesday 5 March 2025
TSMC's massive US expansion tests Trump's labor strategy, says DIGITIMES analyst
With geopolitical pressures intensifying rapidly after Trump's inauguration as President of the US, TSMC announced on March 4, 2025, that it would invest an additional US$100 billion...
Wednesday 5 March 2025
China's subsidies ignite chip demand surge—but can it last?
China's recent trade-in subsidy program, aimed at boosting the consumer electronics market, has significantly impacted the supply chain. For Taiwanese IC design firms, it has sparked...
Wednesday 5 March 2025
Trump's policies could be biggest wild card to PCB industry
Despite the first quarter of 2025 being a traditionally slow season for consumer markets and the overall PCB order momentum weakening, the demand for AI servers and low-earth orbit...
Wednesday 5 March 2025
Ardentec to kick off production at new plant in 2Q25
Wafer-probing specialist Ardentec anticipates commencing operations at its new plant in Longtan, northern Taiwan, in the second quarter of 2025.
Wednesday 5 March 2025
AI all-in-one machines make a strong comeback as major manufacturers rush to deploy
With the growing demand for AI computing from enterprises, the market for AI all-in-one machines is experiencing explosive growth. Numerous Chinese companies are launching all-in-one...
Wednesday 5 March 2025
Memory prices rise amid tariff concerns, potentially benefiting Taiwanese manufacturers
The memory industry observes that advance stockpiling in response to tariffs began before the Lunar New Year. Under the pressure of future tariff increases, Chinese memory module...
Wednesday 5 March 2025
Nvidia's Blackwell bets big on AI inference despite Deepseek disruption
Since DeepSeek's open-source debut in January, its V3 and R1 models have rocked Silicon Valley, raising questions about whether high-performance AI can be built without costly GPU...
Wednesday 5 March 2025
AI to drive double-digit growth for Delta Electronics in 2025
Delta Electronics anticipates that overall group revenue will be good in the first half of 2025, outperforming the same period in 2024, driven by continuous AI-related demand. The...
Tuesday 4 March 2025
RichWave forecasts Wi-Fi revenue to reach 30% of total earnings by late 2025, fueled by global telecom growth
RichWave Technology, a leading Taiwanese RF front-end chip manufacturer, reports that the adoption rate of Wi-Fi 7 is rapidly increasing, with major global telecom operators poised...
Tuesday 4 March 2025
TV panel prices surge: When will purchasing momentum reverse?
As panel manufacturers normalize production cuts, traditional seasonal dynamics have reversed over the past two years. Following US President Donald Trump's inauguration in January...
Tuesday 4 March 2025
SK Hynix America sees revenues soar in 2024 amid high demand for advanced memory products
SK Hynix America, the US branch of SK Hynix, is seeing significant revenue growth due to the demand for HBM. In 2024, its revenue rose about 2.6 times from the previous year.
Tuesday 4 March 2025
TIMTOS 2025: TSMC photomask demand drives ITRI innovation
The annual Taipei International Machine Tool Show (TIMTOS) opened on March 3, 2025, showcasing key technologies developed by organizations funded by the Department of Industrial Technology...
Tuesday 4 March 2025
Networking industry poised for growth; Alpha Networks sees order strengthen with increasing demand
The networking industry is poised to enter a period of growth. April Huang, Chairperson of Alpha Networks and Hitron, recently pointed out that the phase of customer inventory adjustments...
Tuesday 4 March 2025
Ardentec benefits from whitelist order transfers, expects steady growth in 2025
IC testing firm Ardentec anticipates sequential revenue growth through the fourth quarter of 2025, driven by a consistent rise in demand for AI and HPC device applications. The company...
Tuesday 4 March 2025
LCD monitor panel prices on an upward tear, set for steeper gains in March
Although the first quarter is typically slow, LCD monitor panel prices are rising, fueled by persistent increases in LCD TV panel prices. Since LCD TV and monitor panels share production...