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Thursday 26 June 2025
Taiflex sees Q1 shipment boost from US tariff uncertainty, eyes new materials growth
Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies,...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...
Thursday 26 June 2025
Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum
Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...
Tuesday 24 June 2025
IC design sector 2Q25 operations remain stable amid currency volatility
As the second quarter of 2025 gradually comes to a close, Taiwan's IC design sector is facing the traditional off-season with a generally optimistic outlook. Industry players believe...
Monday 23 June 2025
NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to...

Wednesday 18 June 2025
Tongtai swings to US$28 million loss as machine tool demand slumps
Taiwanese machine tool maker Tongtai Machine & Tool Co. posted a net loss of NT$910 million (US$28 million) in 2024 as manufacturing sector inventory adjustments weighed on demand,...
Saturday 14 June 2025
Samsung to benefit from soaring DDR4, LPDDR4 prices in 2Q25
The recent increase in mature process DRAM prices is expected to boost Samsung Electronics' DRAM business revenue, offsetting the sluggishness in its high bandwidth memory (HBM) business...
Tuesday 10 June 2025
Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
Tuesday 10 June 2025
Taiwan exports to US surge 87% as trade policy shifts drive shipping rates higher
Taiwan's May exports to the US jumped 87.4% year-over-year to US$15.52 billion, setting a monthly record, as American importers stockpile goods ahead of potential tariff changes,...
Thursday 5 June 2025
Weakening demand halts LCD monitor panel price surge
IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase...
Tuesday 3 June 2025
Global smartphones, 1Q 2025

Introduction

Tuesday 3 June 2025
Waffer Technology sees May revenue dip but expects recovery on auto rebound and magnesium alloy demand
Waffer Technology, a key supplier of magnesium and aluminum structural parts, reported NT$532 million (approximately US$17.8 million) in revenue for May 2025, reflecting an 11.08%...
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
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...