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Wednesday 2 April 2025
China's electronic product trade-in policy boosts high-end smartphone sales
China's electronic product trade-in initiative is driving stronger electronics sales in the first half of 2025, with the smartphone sector showing particular strength. Industry sources...
Monday 31 March 2025
Notebook shipment update, February 2025

Introduction

Friday 28 March 2025
SMIC profit slides 23% in 2024 despite record revenue surge
SMIC released its fourth-quarter and full-year 2024 financial results on March 27, reporting record revenue and wafer shipments. However, profitability declined amid persistent US...
Friday 28 March 2025
From earbuds to energy: SYNergy powers into mid-size battery market, eyes solid-state by 2025
Taiwan's SYNergy ScienTech is expanding beyond small-format battery cells to enter the mid-to-large battery market, targeting applications above 700mAh. President Colin Hsieh said...
Thursday 27 March 2025
Taiwan's Brightek navigates soft auto market, targets 30% growth in 2025 with new LED tech
Brightek expects to weather a subdued automotive and PC market in late 2024 with only a slight revenue decline, while positioning for substantial growth next year through product...
Wednesday 26 March 2025
China seizes auto display lead on EV tailwinds; Taiwan bets on high-end
The global auto display panel market is expanding rapidly amid rising demand for smart and electric vehicles. China is gaining ground as a major supplier, fueled by its fast-growing...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Monday 24 March 2025
Foxconn, Tata, and Dixon lead India's smartphone manufacturing momentum
India's smartphone manufacturing rose in 2024, driven by Apple and Samsung exports, with Foxconn, Tata, and Dixon Technologies significantly increasing production.
Monday 24 March 2025
Browave fast-tracks CPO rollout: 2025 shipments, 2026 breakout growth
The rise of AI data centers is fueling demand for co-packaged optics (CPO) and silicon photonics (SiPh), compelling optical communications firm Browave to fast-track its CPO development...
Monday 24 March 2025
Avalue forecasts growth driven by healthcare and industrial orders
Avalue anticipates improved revenue and gross margins as project orders grow. With stable growth in vertical markets like healthcare and the order shipment ratio exceeding 1, Avalue...
Friday 21 March 2025
China steel unit expands semiconductor business, eyes biomedical growth
Thintech Materials, a subsidiary of China Steel Corporation, is ramping up its semiconductor operations with expected significant growth by 2025, driven by target and evaporation...
Thursday 20 March 2025
Taiwan server revenue and shipment forecast, 2025

Introduction

Thursday 20 March 2025
Nvidia's GB200 faces early retirement, GB300 set for smoother launch
Despite recent manufacturing improvements, Nvidia's GB200 NVL72 AI server cabinet may become the "shortest-lived" in the company's history, according to industry observers. The cabinet,...
Wednesday 19 March 2025
SK Hynix ships world's first 12-layer HBM4 samples to customers
SK Hynix Inc. (or "the company") announced today that it has shipped the samples of 12-layer HBM4, a new ultra-high performance DRAM for AI, to major customers for the first time...