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Tuesday 20 May 2025
Tariffs cloud notebook outlook, but mobile chip demand stays hot
Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has...
Friday 16 May 2025
Memory chip prices surge globally as manufacturers cut production
Memory chip prices are climbing sharply worldwide, with both DRAM and NAND Flash expected to maintain upward momentum through two consecutive quarters, according to Adata Technology...
Friday 16 May 2025
Tariff truce tremors: supply chains reeling from three aftershocks
Following recent trade talks, the US and China have reached a temporary pause on escalating tariffs, with both sides retreating from previously announced increases. While the deal...
Thursday 15 May 2025
AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders...
Wednesday 14 May 2025
Apple posts record first-quarter shipments in India as premium segment surges
India's smartphone market shipped 32 million units in the first quarter of 2025, marking a 5.5% year-over-year decline, according to IDC. This is the second consecutive quarter of...
Tuesday 13 May 2025
Argosy expects 30-40% revenue growth in 2H25, estimates exchange rate impact on gross margin at 1.5-2%
Argosy, a connector manufacturer, reported strong revenue in the first quarter of 2025 thanks to early inventory buildup by customers. Despite potential tariff issues, customer orders...
Monday 12 May 2025
Transcend benefits from tariff-driven pull-ins, closely watching FX fluctuations
Transcend reported first-quarter 2025 sequential revenue growth of 19.2%, boosted by industrial and AI demand. Operating profit increased 49.8%, while net income fell 15.9% due to...
Friday 9 May 2025
Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand
Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but...
Friday 9 May 2025
WT Microelectronics sees minimal impact from US tariffs as semiconductor market rebounds in 2Q25
WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics...
Friday 9 May 2025
WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand
WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and...
Thursday 8 May 2025
Taiwan dollar appreciation to reduce VIS's 2Q25 gross margin by 1-3%
Benefiting from customers' early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million)...
Thursday 8 May 2025
Tariffs rock auto sector, but Nuvoton sees swift recovery amid demand surge
The global automotive industry faced significant disruption in the first quarter of 2025, impacted by US tariffs that reverberated throughout supply chains. Despite this turbulence,...
Thursday 8 May 2025
Phison shares surge as memory chip prices offset currency headwinds
Memory chip production cuts have sparked a rally in NAND Flash prices, cushioning Taiwan-based controller manufacturer Phison Electronics against strengthening local currency pressures...
Wednesday 7 May 2025
Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China's "trade-in" subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production...
Tuesday 6 May 2025
FX turbulence hits Taiwan memory makers as US$ weakens, NT$ strengthens
A sharp appreciation of the New Taiwan dollar (NT$) is pressuring Taiwan's export-focused industries, especially memory module suppliers whose contracts are largely settled in US...