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13 Jan

AUO chairman resigns from Qisda board: strategic shift or business as usual?

January 13, 2025
By jeff

Paul S.L. Peng’s resignation from Qisda’s board has reignited speculation about the shifting dynamics between Qisda and AUO. Earlier in 2024, AUO reduced its stake in Qisda, fueling rumors of a growing divergence in its transformation strategies. Despite this, both companies have reiterated that AUO retains a board seat, underscoring their ongoing partnership.

13 Jan

Latest News and Trends

Samsung’s rollable OLED enhances Lenovo’s laptop usage

January 13, 2025
By jeff

Samsung Display (SDC) recently held a media event at CES 2025 in the US, announcing that it will supply rollable displays for Lenovo’s ThinkBook Plus G6 Rollable, incorporating color filter on encapsulation technology. Lenovo unveiled this laptop just a day earlier, with plans to launch it in June 2025.

13 Jan

Latest News and Trends

Inventec eyes Texas for US server factory, awaits clarity on tariff policy

January 13, 2025
By jeff

Inventec’s president, Jack Tsai, indicated that the company may set up a factory in the US, with Texas as the preferred location because of its closeness to their facility in Mexico.

13 Jan

Latest News and Trends

Malaysia aims to become energy and chip manufacturing hub

January 13, 2025
By jeff

Malaysian Prime Minister Anwar Ibrahim has announced plans to leverage the country’s geographical advantages and recent foreign investments to position Malaysia as a hub for energy and chip manufacturing.

13 Jan

Latest News and Trends

Enterprise SSD prices decline as Samsung, SK Hynix rethink NAND production

January 13, 2025
By jeff

The enterprise solid-state drive (eSSD) market is facing potential price declines, raising questions in South Korea about whether Samsung Electronics and SK Hynix will revise their NAND flash production strategies to address the shift.

13 Jan

Latest News and Trends

Advanced process demand propels iST, MA-tek to record 2024 revenue

January 13, 2025
By jeff

Driven by rising demand in artificial intelligence (AI), advanced packaging, advanced processes, and automotive electronics, inspection labs specializing in IC materials, including Integrated Service Technology (iST) and Materials Analysis Technology (MA-tek), achieved record-high revenue in 2024.

13 Jan

Latest News and Trends

AI server boost: Pegatron hits NT$1 trillion revenue for 11th straight year

January 13, 2025
By jeff

Pegatron saw a significant revenue rebound in December 2024, propelled by initial AI server shipments and sustained client demand for new products. In the fourth quarter of 2024, the company achieved record quarterly revenue, maintaining its streak of exceeding NT$1 trillion (US$30.3 billion) in annual revenue for the eleventh consecutive year.

13 Jan

Latest News and Trends

China’s dual-use export controls disrupt supply chain relocation, affecting Apple and ODMs

January 13, 2025
By jeff

China’s recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China’s regulations, effective in late 2024, are seen as attempts to prevent manufacturing shifts. Despite reassurances from Chinese officials, confusion remains due to wide-ranging enforcement interpretations.

13 Jan

Latest News and Trends

Wafer and photomask carrier demand drives Gudeng to record 2024 revenue

January 13, 2025
By jeff

Gudeng Precision Industrial posted a December revenue of NT$5.85 billion (US$177 million), up 16.6% month on month and 13% year on year, fueled by high demand for wafer carriers and photomask carriers from clients such as TSMC. Revenue for the fourth quarter of 2024 was NT$14.77 billion, showing a 22% decline from the previous quarter but an 11.7% increase on an annual basis.

13 Jan

Latest News and Trends

Israel eyes Taiwan’s AI prowess, sets sights on Computex 2025

January 13, 2025
By jeff

Maya Yaron, head of the Israel Culture and Economic Office in Taipei, recently met with senior Taiwanese government officials, highlighting Israel’s innovative and challenge-driven culture alongside Taiwan’s strengths in smart manufacturing. She noted the economic complementarity of both nations and their potential role in strengthening the democratic supply chain. Israel plans to send a delegation to Computex Taipei, scheduled for May 20, 2025.

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