AUO chairman resigns from Qisda board: strategic shift or business as usual?

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.

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TSMC ends partnership with Singapore’s PowerAIR over potential Huawei supply

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.

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Israel eyes Taiwan’s AI prowess, sets sights on Computex 2025

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.

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Wafer and photomask carrier demand drives Gudeng to record 2024 revenue

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.

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