Global OSAT indsutry, 2025
Global OSAT revenue will increase by 5% year-over-year in 2025. Geopolitical factors have rapidly narrowed the market share gap between Chinese and Taiwanese companies.
20
Aug
20
Aug
Huawei turns to software to ease pain from China’s scarce AI memory
The global race to build ever-larger AI models is intensifying, and the battle is no longer confined to Nvidia’s powerful GPUs. Another crucial, though less visible, component has emerged as the bottleneck: high-bandwidth memory (HBM).
20
Aug
Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur
Apple’s latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including MacRumors. The leak also validated a DIGITIMES scoop from August 11: Apple is developing an entry-level MacBook that will use the same A18 Pro chip as the iPhone 16 series.
20
Aug
US expands section 232 tariffs to 407 derivative steel, aluminum products
The US Department of Commerce on August 20, 2025, announced the inclusion of 407 additional product categories under Section 232 tariffs, marking the latest effort to bolster domestic steel and aluminum industries. The move subjects the steel and aluminum content of these products to a 50% duty rate.
20
Aug
WPG expects atypical 3Q25 seasonality due to early pull-ins
Global electronics distributor WPG Holdings reported that tariff revisions prompted customers to advance orders, leading to an atypically steady second quarter 2025 that contrasted with a weaker-than-usual third quarter peak. Despite market uncertainties, the company highlighted strong artificial intelligence-driven opportunities sustaining growth into 2026.
20
Aug
Taiwan’s auto parts sector struggles to survive market freeze as tariff uncertainty lingers
Taiwan’s automotive parts industry is facing its toughest challenge in years, as domestic car demand has stalled since April 2025. The sales freeze has rippled through the supply chain, leaving suppliers struggling with fewer working days, relentless price competition, and lingering uncertainty over auto tariffs.
20
Aug
AUO’s acquisition of Adlink Technology sparks insider trading allegations
Panel manufacturer Au Optronics (AUO) completed its acquisition of industrial PC provider Adlink Technology in the second quarter of 2025. Shortly after, a stock trading scandal involving individuals close to Adlink’s chairman came to light, prompting a law enforcement investigation.
20
Aug
20
Aug
亏损加剧，LG电子电视产线开工率暴跌
8月20日消息，据韩媒，因难以承受电视业务史无前例的亏损，LG电子不得不打出“自愿退休”这张牌。而值得关注的是，目前LG电子电视的开工率已大幅降至60%。
20
Aug
上半年印度智能手机出口量同比增长30%，达到4000万部
8月20日消息，根据Counterpoint Research的 “印度制造服务”，2025年上半年印度智能手机出口量同比增长30%，达到4000万部。这一表现凸显了印度电子制造生态系统的持续发展态势，以及其在全球供应链中日益重要的战略地位。