The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by Chinese suppliers, and mounting concerns over a potential bankruptcy at Wolfspeed, the top US-based SiC manufacturer. Wen-Hao Wu, Director of Taiwan-based ACME Electronics, which produces manganese-zinc and nickel-zinc soft ferrite cores alongside SiC powders, commented that while Wolfspeed is a client, it is not a Tier 1 customer, and any exposure remains limited.

Goldman Sachs Research forecasts the low-Earth orbit (LEO) satellite market will skyrocket from US$15 billion in 2024 to US$457 billion by 2035, driven by surging demand for non-terrestrial networks. These networks are becoming essential infrastructure for enabling beyond-5G and 6G connectivity. In response, governments worldwide are ramping up investment. Taiwan’s Ministry of Economic Affairs is fast-tracking tech validation and deployment to embed the island’s supply chain into the global satellite ecosystem.

VisEra, an optical component manufacturer under TSMC, held its shareholders meeting to outline its outlook for 2025. Chairman Robert Kuan told reporters that revenue growth will primarily come from the CMOS image sensor (CIS) business, driven by three major trends: increased market share of Android smartphones, the mainstream adoption of high-megapixel cameras, and expanding automotive demand into affordable vehicle segments. Notably, VisEra is also venturing into the next-generation key technology of the AI era—SiPh.