Global notebook shipment forecast, 2025 and beyond
Global notebook shipments will rise stably over the next five years with a CAGR of 4%.
06
Dec
06
Dec
EV charging station company Zerova expects 20% revenue growth in 2025
EV charging specialist Zerova, a subsidiary of power supply maker Phihong Technology, expects performance in 2024 to remain roughly on par with 2023, but is eyeing a 20% increase in revenue next year as demand continues to grow in Asia and Europe, while the situation in North America will depend on Donald Trump’s policies once he takes office, says company chairman Alex Lin.
06
Dec
China semiconductor exports projected to top CNY1 trillion in 2024
Chinese semiconductor exports are projected to exceed CNY1 trillion (US$30.8 billion) in 2024, having already reached CNY931.17 billion in the first 10 months of the year.
06
Dec
GenAI drives consumer demand for faster, differentiated 5G connectivity services, according to Ericsson report
The rapid growth of generative AI (GenAI) and its proliferating applications is driving the need for telecom operators to optimize and expand their 5G systems. According to Ericsson’s 2024 Global Consumer 5G Report, released on December 5 in Taiwan, this trend presents significant opportunities for telecom operators and equipment vendors as 5G users increasingly demand differentiated network connectivity services.
06
Dec
China counters US by proposing 20% price reduction on domestic products
China has unveiled countermeasures following Trump’s recent announcement of a 10% tariff on Chinese imports. On December 5, the Ministry of Finance of the People’s Republic of China (MOF) released a draft proposal that would grant domestic products a 20% price evaluation advantage in government procurement, creating a significant barrier for foreign competitors in the bidding market.
06
Dec
US ban on China affects equipment maker AIBT
Taiwanese equipment firm Advanced Ion Beam Technology (AIBT) is expected to be negatively impacted by the US’s stringent restrictions on China, with revenue from the Chinese market expected to significantly decline in 2025, according to industry sources.
06
Dec
Display makers expand healthcare footprint, expecting double-digit growth for 2025
Healthcare Expo Taiwan this year has just begun, featuring major companies such as AUO, Innolux, and Qisda, all of which are actively expanding into the healthcare sector. These companies have set ambitious revenue growth targets for 2025, targeting double-digit increases.
06
Dec
Global PMX optimistic about China, US NEV component purchases
Automotive component manufacturer Global PMX is cautiously optimistic about its automotive business outlook in the fourth quarter of 2024 and the first half of 2025 thanks to orders for new energy vehicle (NEV) components from China and the US.
06
Dec
Semiconductor seismic shifts: leadership upheavals, AI gains, and global challenges
The semiconductor industry’s recovery continues to show stark contrasts. While artificial intelligence (AI) technologies fuel growth for select manufacturers, others struggle with persistently weak demand in the industrial and automotive sectors, prompting major leadership changes.
06
Dec
Intel shores up board with Microchip CEO, former ASML chief
Intel, the embattled chipmaker seeking a new chief executive officer, added two semiconductor industry veterans to its board in a move the company said would bring “experience and operational vigor.”