Smartphone shipments in the Chinese market are expected to reach 78.6 million units in the fourth quarter of 2024, with a projected decline of 8.9% in the first quarter of 2025.
Reports indicate that the Trump administration is considering revising incentive agreements under the CHIPS and Science Act (commonly referred to as the ‘CHIPS Act’), potentially affecting TSMC and GlobalWafers through delays in upcoming funding timelines.
The semiconductor industry is bracing for a potential shake-up amid reports that the US government is pushing for Intel to spin off its manufacturing operations into a new entity, with TSMC participating in a joint venture. TSMC, which controls more than 60% of the global foundry market, would bring its technical expertise and manufacturing leadership to the venture. If realized, this move could alter the global semiconductor supply chain, reshaping alliances, competitive dynamics, and technological leadership.
Silitech Technology, a subsidiary of Walsin Technology, has invested JPY6.75 billion (approx. NT$14.4 billion) to acquire a 45% stake in FDK Corporation, a leading Japanese maker of nickel-metal hydride (NiMH) batteries. This strategic move marks Silitech’s entry into the energy and power products market, shifting from its previous focus on automotive and mechanical components.
The growing AIoT sector presents a stark departure from traditional supply chain models that Taiwanese chip manufacturers have long relied upon for mobile phones and PCs. This emerging market demands a fundamentally different approach to succeed.
Japan Display Inc. (JDI) announced a major restructuring plan that includes ending LCD production, transitioning to OLED manufacturing through partnerships, and expanding into advanced semiconductor packaging with Taiwanese firm PanelSemi. The company will cease LCD panel production at its main Mobara plant in Chiba Prefecture by March 2026, consolidating operations at its Ishikawa plant. This strategic pivot aims to help JDI break free from chronic deficits caused by intense competition in the display industry.
Increasing demand for high-performance computing (HPC) chip testing, particularly driven by AI applications, led Chunghwa Precision Test Tech to achieve record revenue and profit in the fourth quarter of 2024. With solid test board orders through April, the company anticipates a strong first-quarter performance, potentially setting new seasonal records.
On February 12, Appier, a leader in AI-driven marketing technology, announced its acquisition of French startup AdCreative.ai for US$38.7 million to fast-track the development of generative AI advancements and revamp marketing advertising technology.
Footprintku, a company focused on digitizing component data, has recently launched new services such as Footprintku.ai to help the electronics industry accelerate its digitalization efforts in response to labor shortages and talent gaps.