IC design houses post mixed 2024 results
5:01am By Jingyue HsiaoIn 2024, Taiwan's IC design companies experienced mixed results, marked by uneven growth and setbacks. Performance varied based on the applications they served, with some benefiting from specific trends while others faced declining demand in their sectors.New smart meter plant in Taiwan doubles production capacity to meet global demand
5:01am By Charlene ChenIn response to increasing market growth driven by ongoing global energy issues, Arch Meter held a ceremony on January 15 to inaugurate its new Xiangshan plant. Once fully operational, the production capacity of smart meters will gradually increase from the…Smart manufacturing, Southeast Asia growth drive Aplex's 2025 recovery plans
4:52am By Elaine ChenIndustrial PC (IPC) provider, Aplex's overall performance in 2024 did not meet initial expectations. However, with new products such as edge AI gradually coming into play, along with the resumption of previously deferred projects and the addition of new ones,…Taiwan high-speed transmission interface chip vendors see growing non-Intel PC market share
4:48am By Charlene ChenThe non-Intel sector is eroding Intel's market share in the PC CPU sector. Taiwanese high-speed transmission interface chip providers, like Parade and ASMedia, have emerged as beneficiaries of this trend and are poised to launch sustained growth momentum in…China challenges Boeing and Airbus for dominance in aerospace
4:46am By DIGITIMESChina is broadening its ambitions from drone supremacy to the aerospace sector, aiming to challenge the dominance of European and American firms. Experts suggest that this endeavor is part of a larger geopolitical strategy where aerospace capabilities are…Taiwan startup secures military contract for advanced anti-drone systems
4:43am By DIGITIMESTaiwan's military has awarded a contract to Tron Future Tech for 26 anti-drone systems, marking a significant step in the island's efforts to counter unmanned aerial threats amid rising regional tensions.Against the odds: China's Big Fund Phase III launches US$8.2 billion AI fund amidst US sanctions
4:40am By Levi LiEscalating US sanctions aside, China has launched a national artificial intelligence (AI) industry investment fund worth CNY60 billion (approx. US$8.2 billion), according to reports from Yahoo Finance and the South China Morning Post.Dixon doubles mobile phone manufacturing sales, sets sights on 8.6G display fab pending India's…
4:40am By DIGITIMESIndia-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following acquisitions, such as Ismartu's Indian assets. Additionally, the company,…Samsung delays 1c DRAM development to 2Q25 amid Nvidia concerns
3:46am By Levi LiSamsung Electronics has reportedly delayed the development of its 10nm sixth-generation 1c DRAM to June 2025. Initially slated for completion by late 2024, the timeline has been pushed back by six months due to ongoing yield challenges, potentially affecting…US chip restrictions disrupt Samsung's plan to gain foothold in China
3:42am By Jingyue HsiaoThe Biden Administration's last few regulatory measures to restrict advanced semiconductor foundry products from reaching China could disrupt Samsung Electronics' efforts to strengthen its foundry business targeting the Chinese market.Taiwan legislative budget cuts threaten tech supply chain stability
3:42am By Joseph(C) ChenWith just two days remaining before the Legislative Yuan's 11th session adjourns on January 21, 2025, tensions are mounting over the central government's budget vote showdown. The Kuomintang (KMT) and Taiwan People's Party (TPP) majority presents a significant…CG Power receives government subsidy to build OSAT facility in India
3:32am By DIGITIMESCG Power and Industrial Solutions signed a fiscal support agreement with the India Semiconductor Mission as India strives to become a global semiconductor hub.Poland is now under US sanctions, cut off from advanced tech
3:28am By Elaine ChenPoland's aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency (PAP), Digital Affairs Minister Krzysztof Gawkowski had announced plans to…The rise and fall of SDP and the Japanese LCD industry
3:19am By Rodney ChanSharp's ex-CEO Jeng-wu Tai has taken legal actions against Foxconn and its founder Terry Gou, demanding more than NT$1 billion (approx. US$30.52 million) in remuneration from a bonus agreement. While the lawsuit is a "labor dispute," it calls attention to the…Suppliers temporarily halt equipment export amid policy uncertainty from China
3:07am By Jingyue HsiaoRecent reports revealed that some companies are facing delays in exporting production line equipment, prompting businesses to temporarily suspend customs procedures, which leads to growing concerns across the supply chain.Taiwan memory makers struggle to boost profitability as process upgrade race intensifies
2:59am By Jessie ShenThe memory industry experienced fluctuations in its performance in 2024. In the first half of 2024, the three largest international DRAM manufacturers were able to convert losses into profits. However, Taiwan-based memory companies are still facing significant…French AI firms warn Europe to reduce reliance on the US
2:57am By Elaine ChenEurope has developed its response to the Biden administration's new strategy aimed at restricting China's access to artificial intelligence (AI) chips.China's economic and competitive landscape hinders recovery of Taiwan's MCU Industry
2:37am By Jessie ShenDespite the Chinese government's series of measures to revitalize the economy, the overall effect has been inadequate. Domestic Chinese MCU producers also present a stiff challenge to Taiwanese manufacturers. Both of these reasons slow Taiwan's MCU industry's…Southern Taiwan earthquake: TSMC operations unaffected, impact assessment ongoing
2:24am By Levi LiAt 12:17 a.m. on January 21, a 6.4-magnitude earthquake struck Dapu Township in Chiayi County, Taiwan, with a peak intensity of level 6 (lower). The tremor also reached intensity level 5 (lower) in Tainan and Kaohsiung. In response, leading semiconductor…AI drives revenue growth for major electronics ODMs in 2024
2:05am By Jessie ShenMajor Taiwan-based ODMs including Hon Hai (Foxconn), Quanta, Wistron, and Inventec enjoyed record-high sales in 2024, buoyed by robust AI server sales, while revenue at Pegatron and Compal fell due to a lack of exposure to AI.TikTok refugees turn to Red Note, shows commercial potential
Mon 11:50pm By Elaine ChenFollowing TikTok's ban in the US (though it was reinstated just a day later), China's RedNote (international version of Xiaohongshu) quickly gained popularity in the US, becoming the top free app on the Apple App Store. This phenomenon has caught the attention…Trump rescinds Biden policies on EVs and AI regulation
Mon 11:37pm By DIGITIMESOn his first day in office, US President Donald Trump initiated a broad rollback of Biden administration policies by signing a series of executive orders. Trump announced plans to revoke nearly 80 executive actions from Biden, targeting areas including climate…From boardroom to courtroom: why Sharp's ex-CEO turned against his former employer Foxconn
Mon 11:25pm By Joseph(C) ChenOnce a trusted lieutenant of Foxconn founder Terry Gou, Jeng-wu Tai, the former vice president of Foxconn and ex-CEO of Sharp Corporation, has recently initiated legal proceedings against his former colleague over an unfulfilled incentive contract.Color e-paper revolution blooms in 2024 as E Ink and Netronix receive harvesting results
Mon 11:16pm By Heidi TaiThe e-paper industry is rapidly transitioning from monochrome to color panels, stimulating a trend of device upgrades. The year 2024 marked the beginning of the color e-reader era, with Amazon launching its first color e-reader and Walmart, the leading…Understanding the AI diffusion rule left by Biden: Nvidia's pushback and European concerns
Mon 11:08pm By Charlene ChenJensen Huang, the CEO of Nvidia, conducted a whirlwind visit to Taiwan last week. Departing from its previous low-profile stance, Nvidia has taken a bold approach this time, criticizing the new AI regulations set forth by the Biden administration even before…Southern Taiwan Earthquake Disrupts Semiconductor Production: Half-Day Output Loss Expected
Mon 10:50pm By Levi LiIn the early hours of January 21, a powerful 6.4-magnitude earthquake hit Chiayi, Taiwan, forcing leading semiconductor manufacturers—TSMC, UMC, and Innolux—to implement precautionary shutdowns of their production lines. In response, teams of engineers…IPC firms upbeat about 2025 after weathering industry slowdown
Mon 10:43pm By Kevin WangUnfavorable winds in the general economy led to an overall downturn among industrial PC (IPC) manufacturers in 2024, with even traditional powerhouses like Advantech seeing a 7.43% decline in annual revenue. However, most IPC companies share a positive outlook…Challenges remain for Honor despite leadership change
Mon 10:21pm By Rodney ChanThe sudden resignation of Honor CEO George Zhao has raised some eyebrows, as the Chinese smartphone brand's market share continues to decline. Analysts believe that Honor's major shareholders are dissatisfied with Honor's weak sales performance ahead of its…BOE begins succession plan with new CEO appointment
Mon 10:19pm By Charlene ChenChina's display giant BOE has completed its 11th board election, marking the start of a succession process for the company valued at over CNY160 billion (US$22 billion). At 60 years old, Chairman Yanshun Chen will retain his role but is transferring the CEO…Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Mon 10:06pm By Levi LiNvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims to bring the N1X and N1 platforms to market, targeting both commercial and…
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