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Thursday 3 July 2025
Foxconn, Quanta ramp up GB200 output in AI infrastructure boom
Amid global uncertainty and volatile market conditions, AI servers have emerged as a strategic cornerstone for the ICT industry in 2025. With the ramp-up of Nvidia's GB200 series...
Thursday 3 July 2025
US lifts EDA tool curbs as part of new China deal
The Trump administration has lfited at least some export license requirements for chip design software sales in China, as Washington and Beijing implement a trade deal designed to...
Thursday 3 July 2025
Taiwan Line Tek Electronic pivots to LEO satellite market amid slowing traditional sectors
As growth in the PC, notebook, and home appliance markets slows, Taiwan Line Tek Electronic, a connector and cable manufacturer, is shifting its focus to emerging niche sectors such...
Tuesday 1 July 2025
Turvo eyes growth from humanoid robot reducers, UQD and electric bike parts
Turvo, which specializes in the development and production of precision metal parts, is focusing on humanoid robot harmonic reducers, server-use universal quick disconnect (UQD) and...
Tuesday 1 July 2025
Auto suppliers face inventory concerns despite strong first-half shipments
Automotive parts shipments in the first half of 2025 have outpaced previous years, industry participants report, reflecting significant growth in the sector. However, this surge has...
Monday 30 June 2025
SK Hynix’s HBM3E boom fuels record profits
South Korean memory giant SK Hynix expects its operating income to reach nearly KRW9 trillion (US$6.6 billion) in the second quarter of 2025, thanks to the strong growth of high bandwidth...
Monday 30 June 2025
With SpaceX pulling back, TTMC retools its strategy for the chip supply chain
ThinTech Materials Technology (TTMC), a subsidiary of China Steel Corporation, experienced conservative shipment momentum in the first quarter of 2025 due to delays in customer verification...
Monday 30 June 2025
Notebook shipment update, May 2025

Introduction

Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...

Friday 27 June 2025
Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25
The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited...
Friday 27 June 2025
GEM Terminal aims 2025 growth on strong new copper shipments and China plug regulation overhaul
Benefiting from stable shipments of specialized new copper products from its Luzhu plant in Kaohsiung, along with China's pending implementation of updated safety standards for electrical...
Thursday 26 June 2025
Taiflex sees Q1 shipment boost from US tariff uncertainty, eyes new materials growth
Flexible copper clad laminate maker Taiflex Scientific Co. said downstream customers increased inventory purchases in the first quarter amid uncertainty over new US tariff policies,...
Thursday 26 June 2025
Taiwan rare metals recycler sees growth as ESG drives demand
Lianyou Metals, a rare metal recycling and smelting company, expects steady growth in sodium tungstate and battery-grade cobalt sulfate shipments in the second half of 2025 as international...
Thursday 26 June 2025
GB300 shipments boost exports; private investment in 2025 expected to reach NT$5.7 trillion
Chin-Ching Liu, chairman of the National Development Council (NDC), stated during a briefing at Taiwan's Economic Committee on June 25 that manufacturers' annual shipments are usually...