Chinese smartphone brands enjoyed growth in 4Q24 before a close to 10% decline in 1Q25, says DIGITIMES

With non-Chinese markets entering their traditional off-season and the Chinese market lacking a nationwide shopping promotion event, overall smartphone shipments by Chinese brands are expected to decrease by 9.7% on quarter in the first quarter of 2025 after enjoying good sequential growth in the fourth quarter of 2024, according to DIGITIMES’ latest report covering China’s smartphone industry.

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Panjit anticipates growth in AI PCs and servers

Although AI PCs underperformed market expectations in 2024, many industry players, from power semiconductor manufacturers to system providers, believe that significant growth will occur in the second half of 2025 as technology advances. Taiwanese power component manufacturer Panjit aims to capitalize on opportunities in the AI PC market through a diversified product line while also introducing its low-dropout regulator (LDO) products into the server sector, hoping to drive operational growth with AI servers.

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Unimicron warns of Trump-era chip ban impact on China’s high-end production

With consumer electronics in a seasonal downturn and no strong market recovery in sight, ABF substrate leader Unimicron expects first-quarter revenue to dip by a single-digit percentage. The company expects clearer visibility on 2025 orders after the second quarter but remains upbeat on the demand for AI servers and application-specific integrated circuits (ASICs) in the second half.

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CSCC boosts investment in advanced carbon materials for energy and chips

In recent years, China Steel Chemical Corporation (CSCC) has undergone a significant transformation, placing a strong emphasis on the research and development of advanced carbon materials. The company is particularly optimistic about the rising demand for energy storage solutions, spurred by innovations in compound semiconductor technology and the expansion of data centers. In line with this strategic shift, the board of directors recently approved two major Z projects—plans to build state-of-the-art production facilities for isotropic graphite and advanced carbon materials. With an investment totaling over NT$1.4 billion (approx. US$42.6 million), the facilities are expected to begin production in the first quarter of 2027.

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