友达车用营收看增15%
友达（2409）收购德国BHTC效益逐步显现。友达总经理柯富仁透露，双方合作已取得150亿元订单，将于未来几年陆续挹注营运。友达集团去年车用市场营收已达500亿元，BHTC加入后，推升友达智慧移动（Mobility Solution）事业成长超过六成。
18
Feb
17
Feb
Foxconn should be even more cautious with its approach following collapse of Honda-Nissan merger
Honda and Nissan scrapped merger talks after failing to agree on terms, marking an abrupt end to what could have been a landmark consolidation in Japan’s auto industry. The negotiations, which began in December 2024, were seen as a survival strategy amid intensifying global competition.
17
Feb
Kioxia announces capex reduction due to NAND surplus despite profitability forecast
Kioxia has projected a return to profitability for fiscal 2024 (April 2024 – March 2025). However, its capex is expected to decrease by approximately 25% year-over-year in response to the accumulation of NAND Flash inventory.
17
Feb
Apple reportedly explores iPhone assembly in Indonesia as it navigates sales ban and local content rules
According to Nikkei Asia, Apple is currently in discussions with its suppliers to potentially assemble iPhones in Indonesia. This move would be significant for the Indonesian government, which has been keen on securing larger investments from the tech company in exchange for access to its market.
17
Feb
DIGITIMES exclusive: Inside MediaTek’s SiPh strategy and the shift toward heterogeneous integration
MediaTek, a global leader in IC design, has strengthened its presence in the ASIC market by capitalizing on its Serializer/Deserializer (SerDes) technology. As traditional electronic signal transmission approaches its physical limits, the company is shifting its focus toward the high-growth silicon photonics (SiPh) sector to drive next-generation data solutions.
17
Feb
US tariff expected to impact brands more than components initially
Supply chain uncertainty looms as US President Donald Trump’s recent tariff measures target North American trade, though suppliers suggest the initial impact will affect brand customers more significantly than component manufacturers.
17
Feb
Yield issues slow GB200 momentum, but strong start boosts 2025 server outlook
Server shipments are gaining momentum, resulting in strong January revenues for server ODMs who remain optimistic about 2025, with component suppliers confident in double-digit revenue growth.
17
Feb
TSMC and Rapidus: Monitoring PFAS emissions and water quality in Japan
After Taiwan Semiconductor Manufacturing Company’s (TSMC) subsidiary JASM’s first wafer fab began mass production at the end of 2024, the Kumamoto Prefectural Government initiated the collection of river and groundwater samples in January 2025 to evaluate the environmental impact following the start of production. A similar investigation will also target Rapidus, which is constructing its first plant in Hokkaido.
17
Feb
SiC golden era dims as price wars, weak EV demand weigh on market
Leading silicon carbide (SiC) manufacturers, including STMicroelectronics, Onsemi, Infineon Technologies, and Wolfspeed, posted dismal financial results, fueling concerns that the SiC boom may be waning. The downturn is largely tied to turbulence in the EV and solar inverter sectors, particularly in China, where intensifying price wars are forcing cost cuts across the supply chain.
17
Feb
Chunghwa Telecom bets big on AI to reach trillion-dollar valuation in 2025
Taiwan’s telecom giant Chunghwa Telecom is setting its sights on a trillion-dollar market value by 2025, building on seven consecutive years of record performance. The company’s growth strategy revolves around AI integration, talent development, network resilience, technology platform upgrades, stronger partnerships, and sustainability. A key priority will be expanding AI applications to enhance both operational efficiency and financial performance.