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Monday 17 February 2025
Kioxia announces capex reduction due to NAND surplus despite profitability forecast
Kioxia has projected a return to profitability for fiscal 2024 (April 2024 - March 2025). However, its capex is expected to decrease by approximately 25% year-over-year in response...
Monday 17 February 2025
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue...
Monday 17 February 2025
SiC golden era dims as price wars, weak EV demand weigh on market
Leading silicon carbide (SiC) manufacturers, including STMicroelectronics, Onsemi, Infineon Technologies, and Wolfspeed, posted dismal financial results, fueling concerns that the...
Monday 17 February 2025
Taiwan's auto AM players achieve record revenues in January 2025 on strong US demand
Despite being traditionally an off-season month, multiple Taiwanese automotive aftermarket (AM) supply chain players, including Iron Force Industrial and Orange Electronic, achieved...
Monday 17 February 2025
Kioxia expects return to profitability in FY24, driven by AI-related SSDs
Kioxia forecasts a return to profitability in its fiscal year 2024, propelled by robust demand for SSDs in AI infrastructure.
Friday 14 February 2025
CHPT forecasts strong start to 2025 after record profits, optimistic about US demand growth
Increasing demand for high-performance computing (HPC) chip testing, particularly driven by AI applications, led Chunghwa Precision Test Tech to achieve record revenue and profit...
Friday 14 February 2025
AUO posts profit on factory sale, forecasts stable growth in 2025 display sector
Taiwanese panel maker AUO held an earnings call on February 13h, revealing that its consolidated revenue for the fourth quarter of 2024 was NT$68.69 billion (US$2.09 billion), a decrease...
Friday 14 February 2025
Geni Ideas rides AI boom with overseas push and emerging market listing
Geni Ideas, an engineering firm for specialty semiconductor gases, is bracing for surging demand as its top customer, TSMC, accelerates capacity expansion in advanced processes and...
Friday 14 February 2025
ASE forecasts packaging market growth despite sluggish 1Q25
OSAT ASE Technology Holding (ASE) reported its advanced packaging sales exceeded US$600 million in 2024 and projects reaching nearly US$1 billion in 2025. However, citing seasonal...
Friday 14 February 2025
Ubiqconn reports rising demand, signaling potential end to downturn
Ubiqconn Technology, a subsidiary of FIC Global, witnessed a significant uptick in customer demand, indicating a potential end to the market downturn.
Friday 14 February 2025
PixArt leans on gaming mice, consoles for solid 1Q25 performance
PixArt Imaging reported strong financial results for the fourth quarter of 2024, primarily fueled by robust mouse product sales. Despite an anticipated slight dip in gaming mouse...
Friday 14 February 2025
Mature-node semiconductor oversupply hits SMIC and Hua Hong, weighs upon Taiwanese foundries
Chinese foundries' aggressive expansion into mature nodes has created an oversupply situation, leading to significant price cuts that are now affecting the broader semiconductor manufacturing...
Friday 14 February 2025
Why four Taiwanese graphics card manufacturers are securing coveted roles in Nvidia's AI revolution
The consumer electronics industry anticipates a gradual recovery in 2024, with supply chain improvements remaining modest—except for companies positioned to capitalize on the...
Friday 14 February 2025
China curb impact hits Applied Materials' revenue, but company bets on long‑term ICAPS growth in China
On February 13, Applied Materials released its latest financial results for the first quarter of fiscal 2025 (November 2024 to October 2025), with net sales reaching US$7.17 billion,...
Thursday 13 February 2025
Tsang Yow, unfazed by US tariffs, continues dual approach of transmission systems and semiconductors
Transmission system specialist Tsang Yow has continued to maintain close partnerships with established carmakers, Tier 1 component suppliers, and after-market (AM) service suppliers...