17 Jan
Latest News and Trends

TSMC unscathed by disappointing auto market

The automotive industry was once considered to be a key driver for Taiwan’s semiconductor supply chain, prompting its makers to get in line with the global trend of regionalized production. But the automotive industry has been mired in turmoil in the past few quarters, with no improvements to be seen anytime soon. Automotive chips are expected to remain on the sidelines in the foreseeable future.

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17 Jan
Latest News and Trends

US govt commits US$1.4 billion to domestic chip packaging

The US Department of Commerce announced on January 16, 2025, that the CHIPS Program’s National Advanced Packaging Manufacturing Program (NAPMP) has finalized US$1.4 billion in awards to strengthen US leadership in advanced packaging. This funding will support both the validation and transition of new technologies to large-scale domestic manufacturing, with the goal of creating a self-sustaining, high-volume advanced packaging industry within the US.

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17 Jan
Latest News and Trends

Kinpo posts profit growth in 2024, plans AI integration and global expansion in Mexico, Brazil, and Asia for 2025

After significant product and organizational adjustments in 2023 and 2024, Kinpo CEO Andrew Chen reported notable profit growth, signaling that the company’s efforts are paying off. Looking ahead to 2025, Chen acknowledged challenges and opportunities, emphasizing the continued benefits of global diversification and the planned integration of artificial AI into internal operations.

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17 Jan
Latest News and Trends

Strong demand persists for Nvidia GB200 despite market concerns

Strong AI-related demand will drive TSMC’s 20% compound annual growth rate in revenue over the next five years, according to chairman C.C. Wei during the company’s latest earnings call. This optimistic outlook aligns with broader server supply chain indicators, as order and shipment volumes demonstrate continued momentum in AI server demand, even amid concerns about GB200 shipments.

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17 Jan
Latest News and Trends

Foxlink becomes Taiwan’s first listed green electricity trader

Amid rising industrial electricity demand in Taiwan, the effective integration of energy creation, storage, and conservation has become crucial for business development. Foxlink Group Chairman Taichang Guo emphasized that creating diversified renewable energy solutions to support Taiwan’s industrial stability will be a key mission for the group’s future development.

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17 Jan
Latest News and Trends

Everlight ventures into power semiconductors section as automotive and invisible light drive growth

Boosted by the rising demand for automotive LEDs and invisible light LEDs, the leading LED packaging company Everlight Electronics delivered impressive results for 2024. Despite challenges such as a high growth baseline and uncertainties in the global market, Everlight is optimistic about market recovery becoming clearer by March. Growth in invisible light LEDs is projected to outperform the industry average, and while the share of power semiconductors remains relatively small, it is expected to become a significant driver of growth. The company anticipates stable gross margins heading into 2025.

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17 Jan
Latest News and Trends

Wistron hits $33 billion revenue milestone, powered by AI server growth and margin gains

Wistron announced its consolidated financial results on January 16, 2025, reporting a record-breaking annual revenue that exceeded NT$1 trillion (US$33.3 billion) for the first time, reaching NT$1.049 trillion. The gross profit stood at NT$84.116 billion, the operating net profit was NT$38.98 billion, the pre-tax net profit amounted to NT$40.057 billion, and the post-tax net profit reached NT$30.629 billion. Among the company’s diverse portfolio, AI servers emerged as the primary growth driver.

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