CONNECT WITH US
Friday 9 May 2025
Exchange rate and price pressure hit Flexium, resulting in 1Q25 loss
Flexible printed circuit (FPC) manufacturer Flexium Interconnect (Flexium) reported a loss in the first quarter of 2025 due to continued weak demand for smartphones and no significant improvement in capacity utilization. The company also faced ongoing price reductions on older models. Despite these challenges, Flexium stressed its commitment to accelerating the transition toward higher-value products this year to return to profitability. This strategic shift aims to mitigate potential future shocks from reciprocal tariffs and sharp exchange rate fluctuations.
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 down 3.5% year-over-year. Gross margin slipped slightly to 29.5%, edging down 0.1pp both sequentially and annually. Operating profit rose 23.2% quarter-over-quarter to NT$460 million, though it marked an 18.0% decline compared to a year earlier.
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 remain in an inventory correction phase, surging demand for advanced nodes—fueled by AI and high-performance computing (HPC)—combined with escalating geopolitical tensions and trade friction, is driving stronger demand for competitive, locally produced upstream materials.
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 in network communications and servers will stabilize or slightly boost revenues in the second quarter.
Thursday 8 May 2025
AP Memory bets on next-gen wearables and AI chips to drive 2025 growth

AP Memory, a leading Taiwanese designer of specialty memory ICs and intellectual property (IP), said it remains optimistic about growth prospects across its three main product lines, despite a sequential revenue dip in the first quarter of 2025.

Thursday 8 May 2025
Tariffs rock auto sector, but Nuvoton sees swift recovery amid demand surge
The global automotive industry faced significant disruption in the first quarter of 2025, impacted by US tariffs that reverberated throughout supply chains. Despite this turbulence, microcontroller unit (MCU) manufacturer Nuvoton Technology reported early signs of stabilization. Several clients have begun restocking inventories, suggesting a gradual recovery in the sector. Beyond automotive applications, Nuvoton capitalized on tariff-driven demand increases in computing and consumer applications, with clients accelerating orders. This strategic shift helped the chipmaker return to profitability, marking a notable comeback.
Thursday 8 May 2025
Malaysia's semiconductor strategy advances as AT&S high-volume plant delivers AMD AI chip substrates
Austria's AT&S has begun high-volume manufacturing at its new facility in Kulim Hi-Tech Park, marking a significant milestone in Malaysia's ambition to climb the semiconductor value chain amid shifting global supply networks driven by geopolitical tensions.
Thursday 8 May 2025
Can Malaysia make leap from assembly to advanced packaging leader?
Malaysia's semiconductor industry, currently accounting for approximately 7% of global semiconductor exports with annual revenue of around RM575 billion (approx. US$130 billion), stands at a critical juncture as the nation pursues an ambitious strategy to move up the value chain amid shifting global technology supply networks.
Thursday 8 May 2025
Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders elected a new nine-member board, including five independent directors. Following the meeting, the board reappointed Jim Hung as Chairman and CEO, reinforcing his leadership amid a pivotal moment in the company's transformation.

Wednesday 7 May 2025
Nuvoton returns to profitability in 1Q25
Benefiting from advanced supply chain pull-ins amid tariff uncertainties, microcontroller unit (MCU) manufacturer Nuvoton Technology returned to profitability in the first quarter of 2025 after experiencing three straight quarters of losses. At the same time, the first-quarter gross margin increased to 41.3%, mainly due to the optimization of its product portfolio.
Wednesday 7 May 2025
Apple's earnings reveal underlying concerns, dampens confidence in PCB supply chain
Apple reported quarterly earnings that exceeded market forecasts, demonstrating strong performance in both revenue and profit. This development has brought a sense of optimism to the Taiwanese printed circuit board (PCB) supply chain as it anticipates orders related to new device models expected in the second half of the year.
Tuesday 6 May 2025
Chunghwa Precision hits pause on Taoyuan fab expansion as tariff risks push pivot to AI test tech
Chunghwa Precision Test (CHPT) expects steady demand for high-performance computing (HPC) orders in the second quarter and is seeing increased momentum in automotive applications. However, mounting concerns over US reciprocal tariffs and global economic volatility have prompted the company to consider delaying its planned expansion of a third facility in Pingzhen, Taoyuan.
Tuesday 6 May 2025
Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients
Uncertainty surrounding US President Donald Trump's tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and networking. The fallout has slowed momentum in the high-end ABF substrate segment, with the industry now pushing expectations for a recovery to 2026.
Monday 5 May 2025
Semco and Daeduck poised to power Tesla's autonomous Cybercab with key substrate supply

South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial components for Tesla's next-generation autonomous taxi, the Cybercab. With production slated to begin in the second half of 2025, both companies are positioned to deliver ABF substrates (FC-BGA) for the high-tech vehicle by the end of 2025.

Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components, along with currency headwinds from a stronger yen.
Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity constraints at US chip plants could hamper the AI server market for years, according to industry sources.
Monday 28 April 2025
FICG rides Johor-Singapore SEZ momentum, eyes deeper expansion with clients in tow
FIC Global, Inc. (FICG), a leading optical communication module provider, is accelerating its Southeast Asia expansion as momentum builds around the Johor-Singapore Special Economic Zone (JS-SEZ). The company has announced plans to establish a new production base in Johor, Malaysia, to meet customer demands for diversified manufacturing locations and capitalize on the zone's first-mover benefits.
Monday 28 April 2025
Walsin’s strategic acquisitions in Southeast Asia are set to meet the growing demand for advanced PCBs

The recent acquisitions will enhance Walsin Technology's production capabilities, expanding its footprint in Southeast Asia while meeting the growing demand for advanced server and telecom components.

Monday 28 April 2025
Elna Printed Circuits expands Asian footprint following Japanese acquisition
Global Brands Manufacture, a PCB manufacturer under Passive System Alliance (PSA), is advancing its Asian expansion strategy following the acquisition of Japanese PCB maker Lincstech, according to Elna's General Manager Ian Yang.
Friday 25 April 2025
AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution
Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual growth, ending a sluggish period of inventory corrections. As production scales and supply tightens, the market appears on track to reach equilibrium by late 2025, lifting hopes for a sustained rebound in the advanced packaging industry.
Wednesday 23 April 2025
Taiwan PCB sector rallies on tariff pause and rush orders, yet clouds loom over 2H demand
Taiwan's PCB suppliers report that the ongoing US-China tariff tensions prompted early order pull-ins from networking and consumer electronics customers, allowing the first quarter of 2025 to outperform typical seasonal expectations.
Wednesday 23 April 2025
LG Innotek unveils 'Dream Factory' to pioneer PC CPU ABF substrates and target server market expansion

LG Innotek inaugurated a new semiconductor substrate production facility on April 17 in Gumi, North Gyeongsang Province, South Korea. Named the "Dream Factory," the facility is focused on producing Flip Chip Ball Grid Array (FC-BGA) substrates, a key component for connecting semiconductor chips to mainboards. These high-density substrates are indispensable for high-performance computing, artificial intelligence, servers, and autonomous vehicles, all sectors poised for robust growth.

Wednesday 23 April 2025
MinebeaMitsumi delays Shibaura Electronics acquisition as Yageo raises takeover bid
Japanese component manufacturer MinebeaMitsumi has delayed its tender offer to acquire sensor maker Shibaura Electronics. Initially scheduled for April 23, the move comes after Taiwanese firm Yageo Corp.'s unsolicited bid, which included a raised price, prompting MinebeaMitsumi to reassess its offer terms to potentially match Yageo's new bid.
Tuesday 22 April 2025
Hanmi Semiconductor's tough stance against SK Hynix supported by large TC bonder order from Micron
South Korean media outlets have reported that Hanmi Semiconductor has received additional orders for thermo-compression bonding (TCB) equipment from Micron Technology. Some industry sources believe that the tough measures recently taken by Hanmi Semiconductor against SK Hynix are backed by strong support from Micron.
Monday 21 April 2025
BenQ Materials says tariff impact manageable
Taiwan-based polarizer maker BenQ Materials, which has diversified into the healthcare and semiconductor markets, has not seen much impact so far from the US tariff war as only a small portion of its revenue comes from the US, according to company chairman Zhien-Chi Chen.