2月电视面板价格涨势延续，显示器面板需求转强
2月5日，TrendForce集邦咨询公布2025年2月面板价格预测。具体来看：电视面板需求稳定，价格上涨势态延续；进入2月后，显示器面板需求逐月转强；笔电面板价格持平。
07
Feb
07
Feb
面板厂利用率计划在2025年一季度维持80%水平
2月7日消息，Omdia的最新分析发现，2024年第四季度，显示面板厂商持续提高其工厂利用率计划，截至11月底，第四季度的利用率计划为77%。
07
Feb
Taiwan’s 5G adoption lags behind Japan and South Korea despite superior speeds
Taiwan’s 5G adoption rate continues to trail behind Japan and South Korea, primarily due to a lack of compelling applications and high user satisfaction with existing 4G services. To drive greater adoption, Taiwan-based telecos must develop attractive applications, implement competitive pricing plans, and improve the overall user experience.
07
Feb
MLCC demand to boom in 2025, buoying Yageo and Walsin
The demand for multilayer ceramic capacitors (MLCC) is expected to increase significantly in 2025, which will provide a boost to major Taiwan-based passive component companies including Yageo and Walsin Technology, according to industry sources.
07
Feb
Meta and Google accelerate smart glasses development amid Asian supply chain challenges
Meta and Google are intensifying their focus on smart glasses development, with 2025 emerging as a crucial year for innovation in this sector.
07
Feb
EnliTech rides silicon photonics wave, moving to PIC testing equipment
Amid the rapid development of the optoelectronics industry, breakthroughs in Photonic Integrated Circuits (PIC) testing technology are transforming the global market landscape. Ivy Ko, chairperson of EnliTech, stated that they have successfully achieved profits exceeding the entire 2023 revenue in the first three quarters of 2024 by offering high-performance testing technologies across fields such as image sensor chips, LiDAR, and silicon photonics. The company is expected to see double-digit revenue growth in 2025.
07
Feb
China strikes back at Trump tariffs: ripples on Taiwan and global trade
China has launched an antitrust probe into Google as its first major countermeasure against US President Donald Trump’s latest tariffs on Chinese imports. On February 1, 2025, Trump announced a 10% tariff hike on Chinese goods, further intensifying trade tensions between the world’s two largest economies.
07
Feb
Top Chinese cloud platforms rally behind DeepSeek as AI ‘black swan’ redefines cloud intelligence
Amid rising US restrictions on China’s tech sector, leading Chinese cloud computing and AI companies are forging alliances with DeepSeek to challenge global industry leaders and expand their footprint in the AI and cloud ecosystem.
07
Feb
Honda-Nissan merger talks Stall, will Foxconn shift focus back to Nissan acquisition?
According to reports from Asahi Shimbun and Reuters, Nissan CEO Makoto Uchida visited Honda’s headquarters on the morning of February 6 and informed President Toshihiro Mibe of his decision to cancel the integration talks. Honda had proposed acquiring Nissan as a subsidiary, but as this proposal was not included in the memorandum of understanding (MOU) signed in December 2024, Nissan concluded that the discussions under this plan could not move forward.
07
Feb
Qisda reports a 10% revenue decrease in January but anticipates growth in 2025
In January 2025, Qisda’s consolidated revenue reached NT$16.538 billion (approx. US$503.5 million), reflecting a year-over-year increase of 1.6%, but a month-over-month decrease of 12.3%.