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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China’s dual-use export controls disrupt supply chain relocation, affecting Apple and ODMs

China’s recent export controls on dual-use items are disrupting the supply chain, impacting companies like Apple and causing delays in shipments. China’s regulations, effective in late 2024, are seen as attempts to prevent manufacturing shifts. Despite reassurances from Chinese officials, confusion remains due to wide-ranging enforcement interpretations.

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Trusval’s shift to turnkey services drives 2024 revenue to 8-year high

Trusval Technology posted a December 2024 consolidated revenue of NT$314 million (US$9.53 million), marking a 44.5 percent year-over-year increase. Fourth-quarter revenue totaled NT$1.055 billion, reflecting a 7.9 percent decline quarter over quarter but a 75.2 percent year-over-year rise. For 2024, full-year revenue surged 50.5 percent to NT$3.631 billion, the highest in eight years.

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