一期投资33.33亿元，惠科贵州光电显示产业集群基地正式投产
此次投产的惠科中小尺寸智能终端显示模组项目，分两期建设，其中一期投资33.33亿元，主要生产电子纸显示模组、智能穿戴产品显示模组等
09
May
08
May
AP Memory bets on next-gen wearables and AI chips to drive 2025 growth
AP Memory, a leading Taiwanese designer of specialty memory ICs and intellectual property (IP), said it remains optimistic about growth prospects across its three main product lines, despite a sequential revenue dip in the first quarter of 2025.
08
May
Ex-SK Hynix employee charged in South Korea for leaking chip tech to HiSilicon
A former employee surnamed Kim at the Chinese division of South Korean chipmaker SK Hynix has been indicted on charges of leaking confidential semiconductor technologies, including advanced image sensors and chip packaging techniques, amid an alleged attempt to defect to HiSilicon, a semiconductor subsidiary of Chinese tech giant Huawei.
08
May
Currency shock: Strong NT dollar puts Taiwan’s IC distributors under 2Q25 pressure
A sharp rally in the New Taiwan dollar has rattled Taiwan’s export-reliant industries, marking the currency’s largest single-day gain against the US dollar since central bank data became available. The surge poses a significant threat to US dollar-denominated businesses such as WT Microelectronics and WPG Holdings.
08
May
Novatek’s mobile OLED TDDI mass production boosts 2Q25; no negative impact from tariffs thus far
Display driver IC giant Novatek held an investor conference on May 7 and shared its outlook for the market. Novatek vice chairman and president Steve Wang announced that revenue in the first quarter of 2025 grew compared to the previous quarter and increased year-over-year. This growth was mainly driven by China’s provincial subsidies for device upgrades and early tariff-driven stockpiling, which led consumer applications to outperform past periods and pushed revenue toward the upper end of guidance. Gross margin also reached the high end of forecasts, primarily due to effective cost control in wafer fabrication.
08
May
India’s deep tech turn: Why the real buildout is just beginning
India’s startup journey has long been driven by software-led growth, with thousands of ventures building SaaS tools, consumer apps, and IT platforms. But now, a quiet shift is underway.
08
May
Wiwynn lands major L12 assembly order from YTL
Wiwynn chair Emily Hong highlighted three major trends driven by AI in the server industry. First, computing power is propelling technological development; second, new markets and customers are emerging; third, the scope of server services is expanding. As an example, Wiwynn recently secured a data center order from Malaysia’s YTL Corporation Berhad, marking its first leap from level 11 (L11) to level 12 (L12) assembly. This represents a significant advancement for Taiwanese server system integrators.
08
May
Taiwan central bank warns against currency speculation as NTD rally cools
Taiwan’s central bank has denied any involvement in manipulating the exchange rate of the New Taiwan Dollar (NTD). This statement comes amid the country’s ongoing trade surplus with major trading partners as authorities maintain efforts to keep the currency stable.
08
May
Taiwan dollar appreciation to reduce VIS’s 2Q25 gross margin by 1-3%
Benefiting from customers’ early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million) in the first quarter of 2025, representing a 3.4% increase quarter over quarter and a 24% rise year over year. Net profit after tax reached about NT$2.414 billion, up 30.7% quarter over quarter and 89.8% year over year.
08
May
US confronts battery shortfall as Chinese solar giants gear up for tenfold expansion
China dominates global solar manufacturing with an 85% market share, a position that has prompted strategic shifts in US policy. During former President Joe Biden’s administration, the Inflation Reduction Act (IRA) offered substantial subsidies, enticing Chinese solar firms to establish US-based factories. In contrast, President Donald Trump has signaled intentions to repeal the IRA and escalate tariff wars, further accelerating Chinese manufacturers’ rush to build American facilities.