CONNECT WITH US
NEWS TAGGED INVENTORY
Thursday 29 May 2025
Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market...
Thursday 29 May 2025
Leadframe maker CWTC upbeat about market, with capacity expansion on track in Malaysia
Taiwan-based leadframe maker Chang Wah Technology (CWTC) is upbeat about 2025 as demand recovers, and will continue to expand its production capacity in Malaysia, according to company...
Wednesday 28 May 2025
Notebook shipment update, April 2025

Introduction

Wednesday 28 May 2025
Auto parts shift gears: Waffer and Getac hint at a 2025 rebound
The automotive supply chain, battered by a challenging year in 2024, is finally showing signs of recovery, with component manufacturers leading the way into a period of renewed growth...
Monday 26 May 2025
Ubiqconn sees Taiwan, US deployments pay off; secures new transfer orders
Ubiqconn Technology is cautiously optimistic about operations in 2025, after seeing the effects of inventory adjustments on maritime customers in 2024 taper off. Still, interference...
Thursday 22 May 2025
WPG Holdings turns to LaaS to drive growth beyond chip distribution

As shifting tariffs and geopolitical tensions reshape the global tech landscape, Taiwan-based WPG Holdings — Asia's largest semiconductor...

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...