Foxconn warns rising global tariffs could shrink markets, spurring production shifts
3:26am By Levi LiFoxconn resumed operations on February 12, 2025, with Chairman Young Liu addressing concerns over potential tariff changes under the Trump administration. He acknowledged the administration's renewed emphasis on US-based manufacturing and confirmed Foxconn's…MCU market shows signs of revival as Holtek predicts strong 1Q25
3:22am By Jessie ShenHoltek Semiconductor expects robust performance in the first quarter of 2025, driven by broad increases in microcontroller (MCU) demand and the company's expanded target markets.Zyxel to showcase military tech at IDEX 2025
2:26am By DIGITIMESZyxel Communications will attend the International Defence Exhibition and Conference (IDEX) in Abu Dhabi from February 17 to 21, 2025. The company plans to present its latest software-defined radio (SDR) products, UAV/USV data link radios, satellite…Taiwan launches talent recruitment program to bridge gap in AI, quantum research
2:20am By Heidi TaiA recent study by Academia Sinica highlights the need for Taiwan to inject fresh momentum into fundamental research, particularly in artificial intelligence (AI). The study suggests that top international scholars should visit Taiwan regularly to conduct…Foxconn targets NT$7 trillion revenue for 2025 on AI momentum
2:14am By Vyra WuFoxconn (Hon Hai Technology) Chairman Young Liu projects the company's revenue to exceed NT$7 trillion (US$212 billion) in 2025, with the potential to reach NT$8 trillion (US$243 billion) based on market conditions. During a groundbreaking ceremony on February…Foxconn chairman dismisses Nissan takeover talk; focus is on collaboration
2:06am By DIGITIMESFoxconn chairman Young Liu dismissed speculation about a potential Nissan acquisition, emphasizing that the company seeks collaboration rather than equity control. "Acquiring shares is not our primary goal," Liu said.Bridgestone rides Taiwan's EV boom with high-tech tires
2:00am By Willis KeThe surge in luxury car and electric vehicle (EV) sales in Taiwan has created profitable opportunities for component suppliers, particularly in the tire sector. Bridgestone Taiwan is capitalizing on this trend by introducing specialized products designed for…PMIC supplier GMT pessimistic about market prospects
1:58am By Jessie ShenGlobal Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
1:54am By Levi LiIn late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying shipments by one quarter. At the same time, tightened US semiconductor…TSMC approves US$17.1B capital appropriation to boost advanced technology, packaging, and fab…
1:39am By DIGITIMESTaiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its board approved its 2024 Business Report and Financial Statements.Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
1:14am By Jingyue HsiaoSuper Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in revenue by fiscal year 2026 and aims to submit its delayed annual reports by…Taiwan and Kyushu strengthen semiconductor ties with new trade center and initiatives
1:05am By Jingyue HsiaoTaiwan's Minister of Economic Affairs J.W. Kuo held discussions with a Kyushu Regional Strategic Council delegation during their visit to Taiwan on February 11, 2025.MediaTek, Realtek see 2025 network chip boom as Wi-Fi 7 gains traction
Tue 11:38pm By Vyra WuMediaTek and Realtek, two of Taiwan's top IC design firms, are bullish on network chips, citing strong momentum heading into 2025. Even in the first quarter, advance orders are emerging amid tariff concerns, signaling a potential demand surge.Notebook ODMs see promising outlook for 2025
Tue 11:33pm By Jessie ShenThe emergence of DeepSeek, combined with strong sales of Nvidia's RTX 50 series and Microsoft's decision to cease Windows 10 support are creating favorable conditions for the previously dormant notebook market in 2025.AI drives mobile brands to carve out competition, Taiwan's market share heats up in 2025
Tue 11:28pm By Elaine ChenIn 2024, Taiwan's smartphone shipments are projected to surpass 5 million units, driven by the expanding influence of generative AI technologies. Despite the challenges of inflation, increasing market penetration, and longer replacement cycles, the demand for…SMIC eyes automotive sector growth to counter rising competition and pressures in China's chip…
Tue 11:25pm By DIGITIMESIn its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover. The company is aiming to capture a larger share of revenue from the…Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
Tue 11:25pm By Levi LiThe emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous cryptocurrency mining boom. The strengthening MediaTek-Nvidia alliance is…Lens Technology poised to lead UTG supply for Apple's foldable devices
Tue 11:09pm By Charlene ChenSupply chain shifts for Apple's foldable products are taking shape. According to TheElec, Chinese manufacturer Lens Technology is positioned to become the primary supplier of ultra-thin glass (UTG) for Apple's foldable devices, with US-based Corning likely to…Trump's first-term SiC squeeze catalyze China's industry growth
Tue 10:55pm By DIGITIMESUS President Donald Trump's first-term restrictions on silicon carbide (SiC), intended to limit China's access to the crucial third-generation semiconductor material under national security concerns, have had an unintended effect: catalyzing unprecedented…USI 2024: automotive and cloud growth fails to offset profit slump
Tue 10:48pm By DIGITIMESUniversal Scientific Industrial's (USI) full-year performance reveals steady revenue but deteriorating profitability in 2024. While revenue met market expectations, net profit fell short of analyst projections, indicating sustained margin compression. Despite…China's automotive ambitions drive merger of state-owned giants
Tue 10:41pm By Charlene ChenTwo of China's largest state-owned automotive enterprises have announced plans for a strategic reorganization. Dongfeng Motor Corporation and Changan Automobile (Changan), both under the China South Industries Group Corporation, are preparing for what would…Microip's January revenue surges 489% monthly as CES success fuels 'designless' strategy expansion
Tue 10:37pm By Joseph(C) ChenMicroip, a company focused on application-specific integrated circuit (ASIC) design services and AI software design services, announced its revenue for January 2025 reached NT$14.51 million (approx. US$442,555), marking an increase of 489% month-over-month and…Apple reportedly drops DeepSeek, partners with Alibaba on China AI integration
Tue 10:26pm By Jingyue HsiaoApple is partnering with Alibaba Group to introduce artificial intelligence features in China, strengthening its position in a crucial market where it has struggled to establish a strong AI presence.Smart glasses spark micro-LED race as PlayNitride debuts new display
Tue 10:25pm By DIGITIMESMeta's launch of its Orion augmented reality (AR) glasses has ignited industry interest, with artificial intelligence (AI) accelerating the trend. As a result, full-color micro-LED is increasingly seen as a must-have for next-generation premium AI eyewear.Coretronic revenue falls 20% in January amid weak shipment forecast for February
Tue 9:59pm By Heidi TaiCoretronic Corporation reported consolidated revenue of NT$2.856 billion(US$88.53 million) for January 2025, representing a 22% decline from NT$3.675 billion in December 2024 and a 10% drop compared to NT$3.19 billion in January 2024.Samsung Galaxy S25 sees strong pre-orders as AI shortens upgrade cycle
Tue 9:53pm By Levi LiSamsung Electronics unveiled its latest flagship, the Galaxy S25, on February 10, with pre-order pickups for retailers starting on February 11. According to Jacob Chen, GM of Samsung Taiwan's Mobile Communications Division, pre-orders for the S25 series in…SMIC faces profit decline amid rising competition and low returns from high-end chip manufacturing
Tue 9:53pm By DIGITIMESDespite a surge in sales, SMIC is still facing a decline in profit due to increasing competition from other Chinese foundries. Additionally, the company remains committed to supporting high-end chip manufacturing, even though it is likely to yield low returns.…OpenAI's Altman says Musk 'probably just trying to slow us down'
Tue 9:39pm By DIGITIMESOpenAI Chief Executive Officer Sam Altman rebuffed Elon Musk's US$97.4 billion offer to take control of the artificial-intelligence startup for the second time in less than a day, accusing the world's richest man of making the bid just to gain a competitive…CXMT's DRAM rise: a déjà vu from South Korea's past disruption of Japanese dominance
Tue 9:38pm By Levi LiChina's ChangXin Memory Technologies (CXMT) is emerging as a formidable player in the global DRAM market, potentially challenging Samsung Electronics and SK Hynix's market dominance. This development bears striking similarities to South Korea's disruption of…CWE enjoys robust demand for advanced packaging with order visibility until 2026
Tue 9:38pm By Jingyue HsiaoChang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand surge is sustaining its order visibility through 2026.
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