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Tuesday 5 August 2025
CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert
Reports have emerged that TSMC's advanced packaging technology, CoWoS, is operating at only 60% capacity utilization. Such a supply-demand mismatch has confused the supply chain.
Tuesday 5 August 2025
Nvidia partner Hon Hai to expand AI server assembly in the US
Hon Hai Precision Industry Co. has agreed to sell an EV plant in Ohio for US$375 million, under an arrangement in which the Taiwanese company aims to shift toward assembling AI servers...
Tuesday 5 August 2025
Sercomm Chair confident in robust 2H25 as production hits full capacity
Sercomm Corporation, a major Taiwanese networking equipment manufacturer, expressed optimism for the second half of 2025 during its earnings briefing on July 31, 2025, citing rising...
Monday 4 August 2025
Samsung foundry utilization reportedly rebounds on AI chip demand and rising orders
Samsung Electronics' foundry production lines for process nodes above 4nm have recently achieved their highest utilization rates, according to South Korean media outlet ChosunBiz,...
Monday 4 August 2025
Kaynes Circuits reportedly to invest US$570M in Tamil Nadu's first large-scale PCB facility
The Economic Times, citing unnamed sources, reported that Kaynes Circuits India is set to invest INR49.95 billion (approx. US$570 million) to establish an advanced electronics...
Monday 4 August 2025
China eases InP restrictions; LMOC projects stable 3Q25, strong 800G demand through 2026
LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates...
Monday 4 August 2025
Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets
Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader...
Monday 4 August 2025
VinFast launches production in India with US$500 million Tamil Nadu plant
Vietnamese electric vehicle manufacturer VinFast has officially commenced production at its new manufacturing facility in Thoothukudi, Tamil Nadu. The US$500 million plant represents...
Monday 4 August 2025
Tariff relief? Taiwan's lens makers are watching something else
Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology...
Monday 4 August 2025
Innolux starts mass production of FOPLP, eyes monthly shipments surge by 2H25
Taiwanese display maker Innolux has officially entered volume production of its fan-out panel-level packaging (FOPLP) technology, a cornerstone of its broader transformation strategy...
Monday 4 August 2025
With tariffs easing, PCB firms boost footprint in emerging ASEAN manufacturing hubs
The US has lowered tariffs on imports from several Southeast Asian nations. These measures provide a temporary boost to Taiwanese printed circuit board (PCB) manufacturers, enabling...
Monday 4 August 2025
Sercomm to raise prices following new 20% US tariff on Taiwan
Taiwanese networking equipment manufacturer Sercomm plans to pass the full impact of newly announced US tariffs onto its customers, following Washington's release of an updated reciprocal...
Monday 4 August 2025
US auto parts localization faces supply chain reality
As key tariff deadlines draw near, several countries have secured trade agreements with the US, with the automotive sector playing a central role in the negotiations. Industry experts...
Monday 4 August 2025
India roundup: Trump's 25% tariff jolts Apple
Trump imposed a 25% tariff on India, one of the highest rates among US trading partners, an unwelcome development for Apple and Foxconn as they expand investments in the country.
Sunday 3 August 2025
Inpaq Technology opens new Penang plant to boost high-frequency antenna production
Inpaq Technology, part of PSA Walsin Technology, has officially launched a new advanced production facility in Penang, Malaysia, aimed at high-frequency antenna module manufacturing...