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Tuesday 6 May 2025
Advantech highlights edge AI, software strategy to navigate FX fluctuations
Amid the recent surge of the New Taiwan dollar, Advantech's chairman, K.C. Liu, noted that economic cycles vary, urging businesses to sustain or enhance profitability amidst these...
Tuesday 6 May 2025
Taiwan's industrial PC sector adapts to US tariffs with strategic localization and supply chain resilience
Taiwan's industrial PC (IPC) manufacturers are intensifying efforts to localize production and expand their presence in North America amid increasing tariff pressures from the US...
Tuesday 6 May 2025
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...
Friday 2 May 2025
Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge
The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics' move to phase out DDR4 modules, as revealed in communications...
Wednesday 30 April 2025
Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on...
Tuesday 29 April 2025
US tariffs spark automotive tax cut debate in Taiwan
US tariff policies have triggered discussions about tax adjustments in Taiwan's domestic automobile market. In response, Taiwan's Ministry of Economic Affairs and the Taiwan Transportation...
Monday 28 April 2025
Baidu cuts AI costs, takes swipe at DeepSeek's 'slow and expensive' model
Baidu unveiled major upgrades to its artificial intelligence models at the Baidu Create 2025 AI Developer Conference on April 25, pairing technical improvements with sweeping price...
Sunday 27 April 2025
Taiwan weighs lower commodity tax on vehicles, supported by industry body
Taiwan's Ministry of Economic Affairs suggests that the current vehicle commodity tax on cars, motorcycles, and scooters results in high prices. A moderate tax reduction could lower...
Friday 25 April 2025
Gold surge squeezes chip packaging margins
Global gold prices have surged to an all-time high of US$3,500 per ounce, putting significant cost pressure on the semiconductor packaging industry. The gold bumping process—essential...
Friday 25 April 2025
Tariffs shadow over NAND: Phison turns cautious, prices rise
In response to potential tariff changes, Taiwanese companies in the industrial computer (IPC) sector are adjusting their strategies. As the US introduced a 90-day tariff exemption...
Wednesday 23 April 2025
MinebeaMitsumi delays Shibaura Electronics acquisition as Yageo raises takeover bid
Japanese component manufacturer MinebeaMitsumi has delayed its tender offer to acquire sensor maker Shibaura Electronics. Initially scheduled for April 23, the move comes after Taiwanese...
Wednesday 23 April 2025
IPC firms brace for tariff fallout, adjust pricing amid uncertainty
As the ripple effects of potential reciprocal tariffs loom, industrial PC (IPC) manufacturers report they remain in close communication with customers and have already adjusted pricing...
Tuesday 22 April 2025
Hanmi Semiconductor's tough stance against SK Hynix supported by large TC bonder order from Micron
South Korean media outlets have reported that Hanmi Semiconductor has received additional orders for thermo-compression bonding (TCB) equipment from Micron Technology. Some industry...
Monday 21 April 2025
IC distributor Supreme reports sharp rise in orders as us tariffs trigger stockpiling
Supreme Electronics, a Taiwan-based IC distributor, is seeing a significant uptick in customer demand and price levels as US tariff policies prompt inventory stockpiling across global...
Monday 21 April 2025
TSMC's confidence tested by supply chain concerns
The recent earnings call from TSMC conveyed an optimistic message. However, downstream brand manufacturers are adopting a more cautious stance regarding future market demand changes...