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    NEWS TAGGED INVENTORY
    Friday 15 August 2025
    Qisda reports mixed impact from US tariff timing and currency fluctuations
    Qisda held its earnings call on August 14, revealing that its second-quarter revenue was boosted by customers pulling forward orders as a precaution against anticipated US tariffs...
    Thursday 14 August 2025
    E-paper makers post record 2Q as color upgrade wave powers E Ink, Netronix

    Global e-paper demand surged in the second quarter of 2025, delivering the strongest Q2 on record for the industry. Early inventory replenishment,...

    Wednesday 13 August 2025
    Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
    Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
    Tuesday 12 August 2025
    US tariffs hit Coretronic's projector business; supply chain and government orders affected
    Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically...
    Tuesday 12 August 2025
    Panel makers cautious about 3Q25 as early stocking affects demand
    Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook...
    Tuesday 12 August 2025
    Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts
    Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush...
    Tuesday 12 August 2025
    DDR4 contract prices surge in 3Q25 as Nanya and Winbond lead the rally
    Tight supply of DDR4 DRAM has pushed contract prices into a sharp upward trajectory starting in the third quarter of 2025. Recently, senior procurement executives from major US-based...
    Sunday 10 August 2025
    LCD TV panel prices stabilize amid August market tug-of-war
    In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
    Friday 8 August 2025
    Nuvoton sees slower auto recovery, eyes growth in EV and battery management

    Taiwan-based microcontroller supplier Nuvoton Technology warned on August 5 that global auto market dynamics remain volatile, with the...

    Friday 8 August 2025
    SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients' preparedness
    SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company...
    Thursday 7 August 2025
    China smartphone AP shipments, 2Q 2025

    Introduction

    Tuesday 5 August 2025
    Taiwan notebooks, 2Q 2025

    Introduction

    Tuesday 5 August 2025
    Exclusive: IC distribution shaken by CSP giant's single distributor move
    The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...
    Friday 1 August 2025
    Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
    Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
    Friday 1 August 2025
    The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
    Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
    1/18 pages
    Veeam Q3
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES