Global smartphones, 1Q 2025
Global smartphone shipments hit 294.7 billion units in the first quarter of 2025 with volumes in the second quarter to pick up 4.9% on year.
03
Jun
03
Jun
TSMC and UMC struggle with strong NT$; Largan faces record foreign exchange losses
The tariff war has temporarily paused, but the biggest challenge currently facing the semiconductor and technology industries is the sharp appreciation of the New Taiwan dollar (NT$). Industry insiders suggest that this dramatic currency shift may be influenced by political forces, making it difficult for most companies to avoid profit margin and earnings erosion despite flexible hedging strategies.
03
Jun
Huawei defies US sanctions with record revenue and R&D transformation
Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business model.
03
Jun
TSMC eyes record-high 2025 revenue despite currency hit and tariff pressures, says chair
Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei addressed key concerns on June 3, 2025, during a shareholder meeting, touching on currency volatility, global trade issues, technology leakage risks, and the company’s strong business outlook. Wei reassured investors that despite near-term macroeconomic pressures, TSMC remains focused on maintaining its technological leadership and expects record-high revenue and profit for the full year 2025.
03
Jun
TSMC denies Middle East fab rumors, stays mum on potential price hikes
Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei firmly denied speculation that the company is considering setting up a fab in the Middle East.
03
Jun
Samsung upgrades capacity layout, reportedly transforming old memory lines into packaging mainstay
Samsung Electronics is reportedly repurposing its existing facilities to bolster its advanced semiconductor packaging capabilities, aiming to enhance competitiveness in the rapidly growing AI and high-performance computing markets. Equipment transfers are expected to begin as early as the second half of 2025.
03
Jun
BOE’s OLED surge stirs déjà vu for South Korea’s display sector
BOE Technology Group is fast-tracking its 8.6-generation (8.6G) OLED production line in Chengdu, raising red flags for South Korean display makers. Having already ceded LCD leadership to China, South Korean firms now worry their edge in OLED may also be under threat.
03
Jun
Japan Display scraps Taiwan deal over geopolitical risks
Japan Display Inc. announced on June 2, 2025, that it will cancel its plans to invest in Taiwan’s PanelSemi Corp., citing rising geopolitical risks within the semiconductor sector. However, the two companies will continue their joint development projects.
03
Jun
大族激光：控股子公司大族数控向香港联交所递交上市申请
6月3日，大族激光科技产业集团股份有限公司（大族激光，002008.SZ）公告，公司近日接到公司控股子公司深圳市大族数控科技股份有限公司（以下简称“大族数控”）之通知，获悉大族数控于2025年5月30日向香港联交所递交了发行境外上市股份（H股）并在香港联交所主板挂牌上市之申请，并在香港联交所网站刊登了本次发行上市的申请资料。
03
Jun
消息称三星电子挖走台积电前高管 负责北美晶圆代工
6月3日消息，据韩媒fnnews报道，三星电子近期挖角了一位曾在台积电效力长达21年的资深高管Margaret Han，聘请其担任北美晶圆代工业务负责人。相应任命暗示三星电子正加大在北美市场的客户拓展力度，力求提升全球代工订单竞争力。