鸿海印度合资芯片工厂项目获批，投资额近4.35亿美元
印度内阁5月14日宣布批准HCL与鸿海在该国北方邦的合资工厂项目。该厂将为手机、笔记本电脑、汽车、个人电脑等设备生产显示驱动芯片，设计月产能为2万片晶圆，可生产 3600 万个显示驱动芯片。
15
May
15
May
Memory market roars back: Adata’s 1Q profits soar, capacity maxed out through July
Adata Technology reported strong first-quarter 2025 results as memory prices rebounded and customer demand surged. Spot prices for both DRAM and NAND flash began climbing in February, lifting sales and profitability across the company’s core product segments.
15
May
US-China tariff truce reshapes India’s trade landscape
The US-China tariff agreement, reducing US tariffs on Chinese goods from 145% to 30% and Chinese duties from 125% to 10% for 90 days, is creating both opportunities and challenges for India’s economy, impacting currency valuation, trade dynamics, and market sentiment.
15
May
Quanta forecasts strong Q2 as AI server demand powers record earnings
Quanta Computer posted record first-quarter 2025 results on May 14, with gross margin reaching 7.92% and operating margin climbing to an all-time high of 5.07%. Net income after tax surged to NT$19.5 billion (US$643.66 million), up 22.8% quarter over quarter and 61.6% year over year. The company anticipates continued strength in both notebook and server shipments heading into the second quarter.
15
May
TM Robot expands North American presence with smart manufacturing push
As the global leader in AI collaborative robotics, Taiwan’s Techman Robot (TM Robot) is celebrating its 10th anniversary by unveiling a suite of next-generation smart automation solutions at Automate 2025. From high-speed AI visual inspection to advanced semiconductor logistics and precision welding, TM Robot’s latest innovations reflect a growing shift toward intelligent, flexible, and software-defined manufacturing.
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May
China’s IC innovation forum reports 94% mass production rate among 118 showcased chips
VeriSilicon Holdings Co. launched the 15th Songshan Lake China IC Innovation Summit Forum on May 13, 2025, in Dongguan’s Songshan Lake district. This year’s forum highlights 10 domestically developed chips tailored for embodied intelligent robots, spanning machine vision, voice AI, and spatial computing. The event brings together key stakeholders across the semiconductor supply chain to examine emerging technologies and industry directions.
15
May
Network gear makers lack capacity and components to expedite shipments amid tariff concerns
Taiwan-based networking and communication solutions providers are facing difficulties meeting customers’ requests to expedite shipments during the 90-day pause on the US reciprocal tariffs due to the time needed to adjust their production capacity and a lack of support from component suppliers.
15
May
Tariffs disrupt stainless steel markets as Walsin Lihwa targets aerospace expansion
Fred Pan, president of Taiwanese stainless steel and cable maker Walsin Lihwa, says US tariffs have prompted buyers to front-load orders into early 2025, helping stabilize the company’s home market. While conditions in Taiwan and China are expected to hold steady through the second quarter, Europe remains a weak spot, with ongoing economic challenges weighing heavily on demand.
15
May
Taiwan’s US investment push: Will talent exodus history repeat?
In the era of globalization, R&D as well as manufacturing can access capital, land, utilities, and talent locally. However, the deglobalization trend sparked by US President Donald Trump has forced some companies to bring their capital directly to target markets to find sites and recruit personnel, maintaining customer commitments amid new tariff storms. The question arises: will the industrial hollowing out and talent outflow caused by Taiwanese firms moving westward to China years ago repeat itself during the current eastward shift toward the US?
15
May
BYD’s PHEV strategy accelerates in Europe, catching competitors off guard
China’s new energy vehicle leader and the world’s third-largest automaker, BYD, made headlines by topping plug-in hybrid electric vehicle (PHEV) sales in Europe in March. This milestone signals that BYD has found a breakthrough to counterattack in the European market, drawing global attention.