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Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...
Tuesday 6 May 2025
BYD scores big in European PHEV market
The EU's anti-dumping duties on battery electric vehicles (BEV) imported from China are reshaping the European car market, accelerating the penetration of Chinese plug-in hybrid electric...
Tuesday 6 May 2025
Impact of Taiwan dollar's sharp rise remains manageable to Asus and MSI
Central Bank governor Chin-Long Yang has stepped forward to dispel rumors regarding exchange rate fluctuations, urging the market not to speculate on foreign exchange issues. He stressed...
Tuesday 6 May 2025
Tata reportedly in talks to onboard NXP semiconductors for OSAT facility
Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly...
Tuesday 6 May 2025
TSMC financial forecast holds firm despite surging Taiwan dollar
The New Taiwan dollar (NTD) has surged rapidly, causing significant market unease due to Taiwan's export-driven industries being highly sensitive to exchange rate fluctuations. TSMC...
Tuesday 6 May 2025
Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn
On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures....
Tuesday 6 May 2025
The EU wanted full electrification—China delivered a workaround
In early 2025, the European Union made a decisive pivot in its electric vehicle policy, throwing full support behind battery electric vehicles (BEVs) while pulling back on plug-in...
Tuesday 6 May 2025
SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling...
Tuesday 6 May 2025
Rare earth prices surge 210%: EV, robotics, defense supply chains on the line
As China imposed export controls on seven critical medium and heavy rare earth elements in early April, a buying frenzy has gripped the international rare earth market. Within a month,...
Tuesday 6 May 2025
Looming US chip tariffs spark end product demand concerns
The US is rumored to reveal details on semiconductor tariffs in the coming days, creating tension throughout the chip industry. Due to limited feedback received by the US Department...
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
OpenAI reaches agreement to buy startup windsurf for US$3 billion
OpenAI has agreed to buy Windsurf, an artificial intelligence-assisted coding tool formerly known as Codeium, for about US$3 billion, according to people familiar with the matter,...
Tuesday 6 May 2025
Chinese CIS vendors close gap as local fabs go full throttle, Xiaomi backs innovation
Following SK Hynix's exit from the CMOS image sensor (CIS) market, Chinese vendors are aggressively scaling shipments, gaining market share, and climbing the value chain by deepening...
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...
Tuesday 6 May 2025
Tariff turmoil brings uncertainty and new opportunities, says RichWave
RF front-end supplier RichWave held an investor conference to share its market outlook. The company noted that although tariff conditions remain uncertain, client orders have not...