26 Apr
Latest News and Trends

China’s BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up 13.66% year-over-year. Net profit attributable to shareholders jumped 108.97% to CNY5.323 billion, while non-recurring net profit surged 706.6% to CNY3.837 billion. Basic earnings per share came in at CNY0.14.

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26 Apr
Latest News and Trends

GB300 system vendors’ shipments remain unaffected despite reports on initial design changes

Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan’s ICT industry in 2025. For key players following Nvidia’s trajectory, including Foxconn, Quanta, and Wistron, AI servers are expected to drive their growth throughout 2025.

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26 Apr
Latest News and Trends

China’s weaponizing of raw materials in tariff war could cripple US EV supply chain

US President Donald Trump has imposed several tariffs since taking office, resulting in retaliatory actions from several countries. The response from China has garnered the most attention, especially its export restrictions on key industrial raw materials, rare earth minerals, and magnets, which could significantly impact the fledgling electric vehicle (EV) supply chain in the US.

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26 Apr
Latest News and Trends

Asus secures AI server advantage with strategic US manufacturing move amid tariff risks

Asus’s AI server business hit its five-fold revenue growth target a year early in 2024. By 2025, server operations are projected to contribute 15% of the company’s total revenue. Asus’s early move to set up a manufacturing line in California—initially to serve US and European clients—paid off as US tariff enforcement tightened in late 2024. The facility’s launch helped reduce the company’s exposure to rising trade tensions.

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