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Saturday 3 May 2025
PTI sees operational rebound as memory and AI markets recover in 2025
Memory testing firm expects growth following first-quarter trough, expands advanced packaging capabilities amid semiconductor market recovery
Friday 2 May 2025
Powertech Technology sees revenue decline as expected in 1Q25
Powertech Technology (PTI), a Taiwanese memory packaging and testing vendor, experienced a decrease in solid-state drive (SSD) and NAND flash shipments in the first quarter of 2025,...
Friday 2 May 2025
CWTC posts strong Q1 as packaging demand surges, eyes expansion in Asia
Taiwanese lead frame packaging giant CWTC posted better-than-expected results for the first quarter of 2025, buoyed by its inclusion on key client procurement lists and surging demand...
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...
Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Friday 2 May 2025
TCL rides display market rebound to record highs as supersized panels and strategic bets pay off
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Friday 2 May 2025
US auto tariffs backfire: supply chains prioritize cash management
The US will implement automotive parts tariffs starting on May 3rd, 2025, although President Donald Trump recently offered limited exemptions for certain vehicles and components....
Friday 2 May 2025
BYD breaks ground on 10K-capacity EV plant in Cambodia, production set for late 2025
China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...
Friday 2 May 2025
Navigating the tariff storm: AUO's strategic response and the viability of US-based manufacturing
As the global supply chain continues to reel from the tariff war ignited by US President Donald Trump, Paul SL Peng, chairman of AUO, offers a measured analysis of the situation....
Friday 2 May 2025
Apple says it's TSMC Arizona's largest customer, braces for US$900M tariff impact
In the face of geopolitical turbulence, rising tariffs, and a radically shifting technology landscape, Apple has delivered a quarterly performance that was both steady and strategic...
Friday 2 May 2025
Intel and UMC unite on 12nm to boost US chip supply

At Intel's Foundry Direct Connect 2025 event, United Microelectronics Corporation (UMC) and Intel executives shared the stage for the...

Friday 2 May 2025
Trump tariffs reshaping Asian supply chains as Taiwan manufacturer adjusts strategy
Taiwan-based Coretronic Intelligent Robotics is seeing production shifts across Asia that extend beyond immediate reactions to US tariff policies, according to General Manager Hui-zi...
Friday 2 May 2025
US$1 trillion AI rush: China's memory boom shakes global chip market
China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical...
Thursday 1 May 2025
Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules
US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies...