Samsung Display (SDC) recently held a media event at CES 2025 in the US, announcing that it will supply rollable displays for Lenovo’s ThinkBook Plus G6 Rollable, incorporating color filter on encapsulation technology. Lenovo unveiled this laptop just a day earlier, with plans to launch it in June 2025.
Paul S.L. Peng’s resignation from Qisda’s board has reignited speculation about the shifting dynamics between Qisda and AUO. Earlier in 2024, AUO reduced its stake in Qisda, fueling rumors of a growing divergence in its transformation strategies. Despite this, both companies have reiterated that AUO retains a board seat, underscoring their ongoing partnership.
Nvidia’s stock price once fell below US$10 and was frequently rumored to be a target for acquisition by several large firms, yet its market capitalization has now soared to US$3.4 trillion, with profits reaching US$9.3 billion last quarter. Major companies may regret not seizing the opportunity back then.
Due to unfavorable memory market conditions and a sluggish consumer market, Nanya Technology experienced a contraction in both volume and pricing for dynamic random-access memory (DRAM) in the fourth quarter of 2024.
Inventec’s president, Jack Tsai, indicated that the company may set up a factory in the US, with Texas as the preferred location because of its closeness to their facility in Mexico.
In a recent interview with Reuters, US Commerce Secretary Gina Raimondo announced that TSMC has initiated production of 4nm process technology chips at its Arizona facility in recent weeks, serving American customers.
TSMC has terminated its partnership with Singapore’s PowerAIR amid a probe into possible US export control violations, potentially involving Huawei. This move highlights the challenges of enforcing US sanctions on Huawei, the vulnerabilities in the semiconductor supply chain, and TSMC’s commitment to US regulations despite China’s substantial role in its revenue.
Maya Yaron, head of the Israel Culture and Economic Office in Taipei, recently met with senior Taiwanese government officials, highlighting Israel’s innovative and challenge-driven culture alongside Taiwan’s strengths in smart manufacturing. She noted the economic complementarity of both nations and their potential role in strengthening the democratic supply chain. Israel plans to send a delegation to Computex Taipei, scheduled for May 20, 2025.
Gudeng Precision Industrial posted a December revenue of NT$5.85 billion (US$177 million), up 16.6% month on month and 13% year on year, fueled by high demand for wafer carriers and photomask carriers from clients such as TSMC. Revenue for the fourth quarter of 2024 was NT$14.77 billion, showing a 22% decline from the previous quarter but an 11.7% increase on an annual basis.