需求、关税等影响 LCD转型OLED速度加快
尽管IT用OLED目前仍因价格等问题停留在市场开发阶段，但分析认为，一旦苹果大规模采购实现，将推动市场转折。
09
May
09
May
今年 OLED 发光材料使用量预计将增加28%
据市场研究公司Ubi research于8日发布的《2025年OLED发光材料报告》显示，2024年 OLED 发光材料的使用量达到129吨。
08
May
Ex-SK Hynix employee charged in South Korea for leaking chip tech to HiSilicon
A former employee surnamed Kim at the Chinese division of South Korean chipmaker SK Hynix has been indicted on charges of leaking confidential semiconductor technologies, including advanced image sensors and chip packaging techniques, amid an alleged attempt to defect to HiSilicon, a semiconductor subsidiary of Chinese tech giant Huawei.
08
May
AP Memory bets on next-gen wearables and AI chips to drive 2025 growth
AP Memory, a leading Taiwanese designer of specialty memory ICs and intellectual property (IP), said it remains optimistic about growth prospects across its three main product lines, despite a sequential revenue dip in the first quarter of 2025.
08
May
Currency shock: Strong NT dollar puts Taiwan’s IC distributors under 2Q25 pressure
A sharp rally in the New Taiwan dollar has rattled Taiwan’s export-reliant industries, marking the currency’s largest single-day gain against the US dollar since central bank data became available. The surge poses a significant threat to US dollar-denominated businesses such as WT Microelectronics and WPG Holdings.
08
May
Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver
Taiwan’s tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.
08
May
Taiwan notebooks, 1Q 2025
The temporary suspension of US reciprocal tariffs has triggered a surge in order pull-ins from Vietnam and Thailand, with global notebook shipments expected to rise by 5.8% quarter-over-quarter in the second quarter of 2025.
08
May
US confronts battery shortfall as Chinese solar giants gear up for tenfold expansion
China dominates global solar manufacturing with an 85% market share, a position that has prompted strategic shifts in US policy. During former President Joe Biden’s administration, the Inflation Reduction Act (IRA) offered substantial subsidies, enticing Chinese solar firms to establish US-based factories. In contrast, President Donald Trump has signaled intentions to repeal the IRA and escalate tariff wars, further accelerating Chinese manufacturers’ rush to build American facilities.
08
May
Taiwan dollar appreciation to reduce VIS’s 2Q25 gross margin by 1-3%
Benefiting from customers’ early inventory replenishment, Vanguard International Semiconductor (VIS) reported consolidated revenue of approximately NT$11.949 billion (US$395.2 million) in the first quarter of 2025, representing a 3.4% increase quarter over quarter and a 24% rise year over year. Net profit after tax reached about NT$2.414 billion, up 30.7% quarter over quarter and 89.8% year over year.
08
May
Taiwan central bank warns against currency speculation as NTD rally cools
Taiwan’s central bank has denied any involvement in manipulating the exchange rate of the New Taiwan Dollar (NTD). This statement comes amid the country’s ongoing trade surplus with major trading partners as authorities maintain efforts to keep the currency stable.