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06 May

TESCAN stakes its claim in advanced packaging with AI-fueled failure analysis breakthrough

May 6, 2025
By jeff

Czech-based electron microscope manufacturer TESCAN is undergoing a strategic shift, expanding into advanced semiconductor packaging through its growing expertise in failure analysis (FA) technology. With Taiwan emerging as a global center for advanced packaging R&D, TESCAN plans to establish a local subsidiary in 2025 to meet rising demand from semiconductor clients across the Asia-Pacific region.

06 May

Latest News and Trends

BenQ Materials pivots to premium displays, healthcare as shields against tariff and currency pressures

May 6, 2025
By jeff

Taiwan-based BenQ Materials is steadily increasing its high-margin product share in its display materials portfolio, a trend expected to persist across various applications, especially in markets outside the US, according to Chairman Z.C. Chen.

06 May

Latest News and Trends

US tariff escalation reshapes global server supply chains

May 6, 2025
By jeff

In April 2025, the US dramatically escalated its trade war with China, slapping tariffs of up to 145% on select high-tech imports. While it’s still unclear whether servers are directly affected by these new tariffs, the ripple effect on global supply chains is undeniable.

06 May

Latest News and Trends

BYD scores big in European PHEV market

May 6, 2025
By jeff

The EU’s anti-dumping duties on battery electric vehicles (BEV) imported from China are reshaping the European car market, accelerating the penetration of Chinese plug-in hybrid electric vehicles (PHEV).

06 May

Latest News and Trends

Japanese companies significantly boost investment in India following ‘Make in India’ and PLI schemes

May 6, 2025
By jeff

According to a report by Nikkan Kogyo Shimbun, the number of Japanese companies investing in India has shown significant growth over the past decade, particularly following key government initiatives aimed at boosting local manufacturing.

06 May

Latest News and Trends

Mining influence: Taiwan’s critical moves in the global rare earth chess game

May 6, 2025
By jeff

As the Ukraine-Russo war reaches a stalemate in peace talks, the United States is actively promoting agreements on rare earth elements (REEs) with Ukraine. This move underscores the critical importance of these elements in global geopolitics and technological competition. This article analyzes the strategic value of Rare earth elements (REEs), the context of the China-US rivalry, and Taiwan’s strategies for addressing these challenges.

06 May

Latest News and Trends

AMD reportedly walks away from Samsung’s SF4X deal, escalating foundry pressure on latter

May 6, 2025
By jeff

Samsung Electronics is under intensifying pressure in its foundry business following reports that AMD has abandoned plans to adopt its advanced 4nm process, SF4X. The decision marks another setback for Samsung, already grappling with low 3nm yields and weakening demand for older process nodes.

06 May

Latest News and Trends

TPV Technology stumbles through 2024, sinks deeper in 1Q25: profit vanishes, debt balloons

May 6, 2025
By jeff

TPV Technology, a key global display manufacturer, delivered flat revenue growth in 2024 but faced a sharp earnings decline. Its first-quarter 2025 results underscore intensifying operational challenges, including worsening cash flow and rising debt, clouding its short-term financial outlook.

06 May

Latest News and Trends

Tariff tensions delay ABF substrate recovery as Unimicron shifts focus to CoWoS clients

May 6, 2025
By jeff

Uncertainty surrounding US President Donald Trump’s tariff policy has rattled global supply chains and triggered downward revisions in growth forecasts for consumer electronics and networking. The fallout has slowed momentum in the high-end ABF substrate segment, with the industry now pushing expectations for a recovery to 2026.

06 May

Latest News and Trends

Impact of Taiwan dollar’s sharp rise remains manageable to Asus and MSI

May 6, 2025
By jeff

Central Bank governor Chin-Long Yang has stepped forward to dispel rumors regarding exchange rate fluctuations, urging the market not to speculate on foreign exchange issues. He stressed the importance of maintaining order and stability in the forex market to prevent adverse effects on the real economy. Yang also highlighted that the Central Bank has detected signs of speculative currency trading by “vultures” and is closely monitoring the situation.

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