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NEWS TAGGED DEMAND
Friday 9 May 2025
Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand
Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but...
Friday 9 May 2025
Taiwan ODMs post record April; server momentum set to drive 2Q25 growth
Taiwan's leading ODMs reported robust year-over-year revenue growth in April, driven by solid notebook and server shipments. Although early notebook pull-ins have weakened, demand...
Friday 9 May 2025
Innostar targets AI chip testing surge with advanced packaging push
Taiwanese equipment maker Innostar Service is positioning itself to capture growth in artificial intelligence (AI) and high-performance computing chip testing by expanding into semiconductor...
Friday 9 May 2025
Wiwynn reports 145% YoY revenue growth in 1Q25; William Lin promoted to CEO
Wiwynn's financial results for the first quarter of 2025 benefited from strong demand for universal type and AI servers, with consolidated revenue reaching NT$170.655 billion (US$5.6...
Friday 9 May 2025
Geopolitics fuel hard demand for Taiwan's upstream semiconductor materials
Daxin Materials Corp. will convene its annual general meeting on May 14, with its business report underscoring a key industry transition. While mature semiconductor process nodes...
Friday 9 May 2025
Indonesia gains favor with Taiwan EMS firms as labor stability trumps supply chain gaps
With the potential return of "Trump 2.0" and a renewed wave of tariffs, speculation is growing over another shift in global supply chains. Yet for Taiwanese electronics manufacturers,...
Friday 9 May 2025
WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand
WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and...
Friday 9 May 2025
Taiwan's heavy electrical industry eyes long-term opportunities in US grid upgrades
At the annual Berkshire Hathaway shareholder meeting, Warren Buffett stressed the importance of an "intelligent energy policy" for the US. As the US energy market enters a critical...
Friday 9 May 2025
Macnica Anstek posts record profit on AI-driven demand and US tariff-fueled pull-ins
Macnica Anstek witnessed nearly 40% year-over-year revenue growth in the first quarter of 2025, driven by robust demand in AI-related semiconductor testing, industrial automation,...
Friday 9 May 2025
SMIC reports minimal tariff impact, yield issues hit 2Q25 guidance, and low 2025 outlook visibility
On May 9, 2025, Semiconductor Manufacturing International Corporation (SMIC) held its first quarter 2025 earnings call, with co-CEO Haijun Zhao addressing performance, tariff impacts,...
Friday 9 May 2025
Robots poised for growth despite Trump's tariff pressure
Universal Robots (UR), the global collaborative robot (cobot) leader, maintains optimism for growth despite US President Donald Trump's tariff policies, as advanced manufacturing...
Friday 9 May 2025
Taiwan's chip industry faces string of crises, but China steps in as surprising lifeline
Taiwan's semiconductor equipment supply chain is navigating a period of unprecedented turbulence, battered by a confluence of global tariff escalations, tighter AI chip export restrictions,...
Friday 9 May 2025
Chicony expects 5–10% sequential revenue growth in 2Q25 as global PC upgrade cycle gains steam
Chicony Electronics Co. reported consolidated revenue of NT$23.281 billion (US$766 million) for the first quarter of 2025, up 2% compared to the same period last year, despite persistent...
Friday 9 May 2025
Naura overtakes SMIC in net profit as China's chip tool strategy delivers
Naura Technology Group, China's top semiconductor equipment supplier, reported a record net profit of CNY5.62 billion (US$776.5 million) in 2024, surpassing SMIC for the first time...
Friday 9 May 2025
Dynamic Electronics: 1Q25 auto slump drags revenue, AI servers and Thailand plant signal rebound
Dynamic Electronics experienced a revenue drop in the first quarter of 2025 due to a slow recovery in the automotive market. Nonetheless, the company anticipates that strong growth...