14
Mar
14
Mar
BOE scales up COB production in Zhuhai as MLED sector enters a high-growth era
On March 10, BOE Technology Group celebrated the mass production launch of its MLED (Mini/Micro LED) displays at Zhuhai BOE MLED Technology. The event, themed “Illuminating the Future, Mass Production Begins,” welcomed over 50 international clients from the US, Europe, Japan, South Korea, and Southeast Asia, highlighting BOE’s expanding footprint in the global MLED market.
14
Mar
Innolux unveils ultra-large LumiCanvas LED display at Taipei Dome, expanding to global sports venues
Taipei Dome introduces a 19-meter by 1-meter ultra-large LumiCanvas LED display from Innolux. In addition to the Taipei Dome, Innolux’s seamless large-size video walls are already deployed in various locations, including Taipei Metro underground streets, Century Asia Cinemas, hospitals, department stores, and art exhibitions, with plans for future international exports.
14
Mar
Trump’s tariff tango sends auto supply chains reeling
US President Donald Trump’s on-again, off-again approach to imposing 25% tariffs on Canada and Mexico has left the automotive industry in a state of flux. While the tariffs were intended to boost US manufacturing, the reality may be a further exodus of automotive supply chains rather than a resurgence.
14
Mar
Japan doubles down on Rapidus as semiconductor ambitions face funding hurdles
Japan’s 2025 budget proposal is on the verge of approval, paving the way for government investment in Rapidus, a project focused on the mass production of advanced semiconductors. This legislative session is also set to introduce legal changes allowing debt guarantees for bank loans, thereby strengthening governmental support. Although public funding is progressing steadily, private investment is noticeably slow, placing a significant financial responsibility on state resources.
14
Mar
Chip war heats up: Intel, GF push tariffs as TSMC expands in U.S.
The White House may be celebrating TSMC’s record-breaking investment, but not everyone is cheering. The Financial Times warns that amid all the back-patting, Intel’s long-term survival as a US chip powerhouse is being sidelined—a concern that’s growing louder within Washington’s policy circles.
14
Mar
Zhen Ding’s new GM aims to drive digital transformation and smart manufacturing
Zhen Ding Tech Group, a leading PCB manufacturer, has recently welcomed its new General Manager, Chen-Fu Chien, who outlined the company’s future vision for smart manufacturing and digital transformation during a recent earnings call.
14
Mar
Global server shipment poised to rise on year in 2025, but much weaker than before, says DIGITIMES
Global server shipments are anticipated to pick up by 2.3% in 2025, surpassing 15 million units, according to DIGITIMES’ latest report covering server market shipments and performance in 2025. However, the growth rate will be lower than in 2024 as intensifying global tariff wars and escalating geopolitical tensions will lead to more conservative enterprise investments, with a focus on increasingly mature large language model (LLM) applications.
14
Mar
Taiwan’s satellite ground equipment sector sees 18% annual growth as 51 firms join top LEO supply chains
Taiwan’s satellite ground equipment sector is experiencing robust growth, with production value reaching NT$244.1 billion (approx. US$53.4 billion) in 2024, a substantial 18% increase compared to 2023, according to the Industrial Development Administration (IDA) on May 12. As of now, 51 Taiwanese firms have made successful inroads into the supply chains of the two major global operators of Low Earth Orbit (LEO) satellites, underscoring the sector’s expanding international integration.
13
Mar