CONNECT WITH US
Tuesday 20 May 2025
Leadership change at Nanya PCB as AI, cloud drive 2025 strategy
Nan Ya Printed Circuit Board Corp. (Nanya PCB), a leading Taiwanese IC substrate manufacturer, announced on May 19 that Chairman Chia-chau Wu will step down following the company's annual shareholders meeting on May 27. The board is expected to name a successor in the near term.
Tuesday 20 May 2025
Foxconn, Thales explore chip and satellite ventures in France
Hon Hai Technology Group (Foxconn) and France's Thales Group have signed two memoranda of understanding (MOUs) aimed at potential cooperation in the semiconductor and satellite sectors. The announcements were made during the Choose France summit, hosted by President Emmanuel Macron to attract foreign investment.
Monday 19 May 2025
Zhen Ding posts 23% revenue growth, driven by China's IC substrate boom
PCB manufacturer Zhen Ding Technology posted a 23% year-over-year increase in consolidated revenue for the first quarter of 2025, marking a record high for the quarter. The company's integrated circuit (IC) substrate business was a key driver, with quarterly revenue climbing nearly 30%, bolstered by strong domestic demand in China.
Monday 19 May 2025
AI-driven server demand boom spurs explosive growth for Taiwan CCL suppliers
Despite recent uncertainties surrounding new tariff policies under US President Donald Trump, major US and Chinese cloud service providers have reaffirmed that their capex plans for AI data centers in 2025 will remain on track. Further boosting market confidence, Saudi Arabia has collaborated with leading US tech giants to launch large-scale AI infrastructure projects across the Middle East, signaling robust demand for AI servers in the region.
Monday 19 May 2025
Substrate makers' China exit stalls as SEA relocation falls short
Amid the renewed US-China trade tensions and fierce price competition from Chinese peers, the industry trend of "China Minus One" has resurfaced, spreading from outsourced semiconductor assembly and test (OSAT) providers upstream to the IC substrate supply chain.
Monday 19 May 2025
Egis makes initial strides in South Korea as InPsytech joins SAFE
InPsytech, a leading provider of high-performance semiconductor intellectual property (IP) solutions under Egis, has been selected to join the Samsung Advanced Foundry Ecosystem (SAFE) as an IP partner. This recognition stems from InPsytech's outstanding performance in open NAND flash interface (ONFI) high-performance IP solutions. InPsytech plans to continue expanding its IP portfolio within Samsung's ecosystem, particularly by strengthening applications for UCIe IP.
Friday 16 May 2025
AT&S reports revenue growth despite challenging market environment
AT&S Austria Technologie & Systemtechnik AG, a global manufacturer of high-end IC substrates and printed circuit boards, posted a modest revenue gain for its 2024/25 fiscal year despite continued global economic turbulence, as a strategic asset sale and aggressive cost controls helped bolster its profitability.
Friday 16 May 2025
Topoint forecasts 2Q25 growth despite tariff uncertainty
Topoint Technology, a Taiwanese supplier of PCB drill bits and drilling services, anticipates revenue growth in the second quarter of 2025, fueled by stable order volumes during the tariff equivalence grace period. However, uncertainty surrounding potential US tariffs continues to cloud demand projections for the second half of the year, posing challenges for the company's planning.
Thursday 15 May 2025
US-China tariff talks pause triggers currency volatility, pressuring Taiwan's PCB sector
Taiwan's PCB manufacturers are finding temporary relief as the US dollar strengthens following the suspension of US-China tariff negotiations, partially offsetting pressure from the New Taiwan dollar's recent appreciation. However, industry players remain cautious as uncertainty around President Trump's tariff policies continues to cloud the outlook for the second half of 2025.
Thursday 15 May 2025
Samsung reportedly considers outsourcing memory photomask production; raises concerns over domestic supply
Samsung Electronics is reportedly planning to outsource the production of photomasks used in memory manufacturing. To prevent technology leaks, Samsung has traditionally produced all photomasks in-house. However, due to multiple recent factors, the company intends to adjust this strategy.
Thursday 15 May 2025
AI servers boost 2Q25 growth; Eikei continues to expand in Mexico's automotive market
PCB manufacturer Eikei reported a slight decline in revenue for April due to delayed customer shipments and normal inventory adjustments. However, the company expects AI server orders to strengthen gradually starting from May, which is expected to further drive revenue growth momentum in the second quarter of 2025.
Thursday 15 May 2025
Tariffs disrupt stainless steel markets as Walsin Lihwa targets aerospace expansion
Fred Pan, president of Taiwanese stainless steel and cable maker Walsin Lihwa, says US tariffs have prompted buyers to front-load orders into early 2025, helping stabilize the company's home market. While conditions in Taiwan and China are expected to hold steady through the second quarter, Europe remains a weak spot, with ongoing economic challenges weighing heavily on demand.
Wednesday 14 May 2025
Nvidia's 1.6T optical module hits production snag, mass manufacturing delayed to 1Q26
Major international cloud service providers have reportedly slowed data center expansion, raising concerns over a potential slowdown in demand for optical communications modules. However, industry sources in the compound semiconductor supply chain said overall demand remains strong. Short-term outlooks remain stable despite tariff-related uncertainties, with robust growth in artificial intelligence applications expected to continue driving optical module demand.
Tuesday 13 May 2025
Taiwan's MPI sees solid start to 2025 despite currency and tariff headwinds

Semiconductor testing interface and equipment provider MPI Corporation delivered a stronger-than-expected first quarter in 2025, driven by robust demand from AI and high-performance computing (HPC) clients. Despite the typical seasonal slowdown, the company reported near-full capacity utilization and double-digit year-over-year growth across key metrics.

Monday 12 May 2025
Precision parts maker Tsang Yow secures major semiconductor wins as margins surge
Taiwan's automotive parts suppliers are broadening their reach into high-tech sectors, capitalizing on their expertise in precision engineering and advanced manufacturing. The semiconductor industry, which demands similarly high standards of quality and reliability, has become a logical next step. Tsang Yow Industrial Co., a leading transmission system manufacturer, is now seeing early returns from its foray into semiconductor component production.
Monday 12 May 2025
Zhen Ding and Asian Institute of Technology to launch industry-academia partnership in 2025
Zhen Ding has signed an MoU with Thailand's Asian Institute of Technology (AIT) to launch an industry-academia partnership in late 2025. This initiative targets the growing global need for skilled technology professionals and enhanced technical expertise.
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.