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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
BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures
Taiwan-based BenQ Materials is steadily increasing its high-margin product share in its display materials portfolio, a trend expected to persist across various applications, especially...
Tuesday 6 May 2025
AMD reportedly walks away from Samsung's SF4X deal, escalating foundry pressure on latter
Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks...
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
Samsung DS chief rushes to Silicon Valley to secure AI memory and foundry orders
YoungHyun Jun, Vice Chairman of Samsung Electronics' Device Solutions (DS) division, recently led a senior executive delegation to Silicon Valley, foregoing South Korea's extended...
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...
Monday 5 May 2025
Foxconn smashes April record with US$21.3B in revenue as AI servers take off
Foxconn Technology Group posted consolidated revenue of NT$641.37 billion (approx. US$21.32 billion) in April 2025, up 16.16% from March and 25.54% from a year earlier, marking a...
Monday 5 May 2025
PC pioneer FICG retools for the AI age with optical module surge
Once Taiwan's second-largest PC maker, First International Computer (FIC), has reinvented itself as a top-three global supplier of optical modules. Leo Chien, Chairman of parent firm...
Monday 5 May 2025
Semco to start mass production of AI-use ABF substrates and trial production of glass substrates in 2Q25
Samsung Electro-Mechanics (Semco) is set to expand its advanced IC substrate business by officially ramping up mass production of IC substrates for artificial intelligence (AI) accelerators...
Monday 5 May 2025
MediaTek's AI chip blitz catapults ASE to a year's worth of packaging tool orders in one quarter
Amid escalating global trade tensions, Taiwan-based chip designer MediaTek is ramping up efforts around its next-generation flagship smartphone SoCs and Arm-based PC and notebook...
Monday 5 May 2025
Canadian startup Procero poised to transform on-premise AI capabilities
Procero, a company focused on enabling edge AI use cases, is making significant strides in empowering businesses to run AI applications locally and within their own environments....
Monday 5 May 2025
Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction
According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product...
Monday 5 May 2025
India roundup: Most iPhones sold in US will be made in India
Apple and Foxconn are speeding up their iPhone manufacturing in India. Dixon continues to collaborate with Taiwanese companies to secure more diversified manufacturing capabilities...
Monday 5 May 2025
Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand
Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference...