Taiwanese solar manufacturers yesterday said that new US import tariffs on silicon and related products would have a limited impact.The comments came after the White House on Thursday imposed a series of price floors and a 15 percent tariff on products made from polysilicon, the raw material used in
Server manufacturer Wiwynn Corp (緯穎科技) yesterday reported 23.5 percent annual growth in net profit for last quarter, attributable to accelerating demand for artificial intelligence (AI) infrastructure deployment from cloud service providers.Net profit expanded to NT$14.97 billion (US$463.64) in the
Delta Electronics Inc (台達電) yesterday said it plans to step up investment in microgrid solutions over the next few years as it expands its energy infrastructure business.Delta had mainly focused on improving the energy efficiency of individual products, but it has shifted toward optimizing energy ef
NEW FACTORIES: The Yongin Y2 is to be the second of four fabs planned in a cluster, while the Cheongju M17 expansion is to break ground in February next year
SK Hynix Inc plans a 54 trillion won (US$38 billion) expansion of its chipmaking facilities in South Korea, the memorychip maker said in a statement yesterday.The company is to build a new DRAM manufacturing facility in Yongin and a NAND fabrication plant in Cheongju, with roughly two-thirds of the
Hot air balloons fly at the Bristol international balloon festival in England yesterday.
CATCHING UP: The market consensus of 20 percent growth in global DRAM capacity by 2028 would not meet AI demand, given AI’s rapid development, Winbond said
Winbond Electronics Corp (華邦電) yesterday said it plans to start expanding its Kaohsiung fab next year to boost DRAM capacity as the artificial intelligence (AI) boom drives a memorychip supercycle. Construction is scheduled to start in January, with pilot production set for the end of 2029, the comp
AUTOMATION: Demand for high-performance industrial computers is being driven by demand for warehousing and logistics, particularly in the US, the company said
Industrial PC maker Winmate Inc (融程電訊) yesterday said it expected strong business momentum to persist in the second half of this year, driven by robust demand for mission-critical, automotive inspection, warehousing and logistics applications, after second-quarter revenue rose 42 percent and first-h
Taiwan’s consumer inflation remained above the central bank’s 2 percent alert level for a third consecutive month last month due to higher fuel costs, airfares and food prices, the Directorate-General of Budget, Accounting and Statistics (DGBAS) said yesterday. The consumer price index (CPI) rose 2.
The United Arab Emirates (UAE) is considering investing as much as ￥1 trillion (US$6.33 billion) to build an artificial intelligence (AI) data center in Japan, a person familiar with the matter said. Abu Dhabi sovereign wealth fund Mubadala Investment Co would lead the investment into a 500-megawatt
Teco Electric & Machinery Co (東元電機) has signed a corporate power purchase agreement with what it described as a leading semiconductor company in Taiwan, as the electromechanical equipment maker expands into the renewable energy trading market. The long-term agreement is expected to cover more than 3
Workers pick chili peppers under parasols during a heat wave warning in Andong, South Korea, yesterday.
SECURING SUPPLY: Customers are seeking longer-term contracts, while the company discusses potential price hikes amid rising energy, logistics and labor costs, it said
GlobalWafers Co (環球晶圓) on Tuesday said it expects revenue to grow at a “meaningful” rate next year, rather than in the second half of this year as previously anticipated, after a blaze at its fab in Novara, Italy, slowed its sales momentum. While the incident should have minimal impact on the compan
Taiwan’s foreign-exchange reserves fell for a second consecutive month last month as overseas investors repatriated stock gains and dividend income, boosting US dollar demand and prompting the central bank to step in to smooth currency-market volatility. The reserves fell by US$2.88 billion to US$59
Nanya Technology Corp (南亞科技) yesterday raised its capital expenditure budget for this year by about 34 percent to a ceiling of NT$69.7 billion (US$2.16 billion), from NT$52 billion set earlier, as the DRAM chipmaker invests in new manufacturing equipment to accelerate the production ramp-up of next-
GLOBAL TRENDS: Advantech expects revenue from North America, China and Europe to grow this quarter, driven by the medical equipment and AI infrastructure industries
Industrial PC maker Advantech Co (研華) yesterday said it expects to post double-digit percentage revenue growth this quarter, driven by robust demand for semiconductor equipment, artificial intelligence (AI) infrastructure and edge AI products. Order momentum is expected to remain strong in the secon
The Legislative Yuan’s Economics Committee yesterday approved draft amendments to the Energy Administration Act (能源管理法) in a preliminary review, requiring large energy users to install self-use power-generation or energy-storage equipment. The amendments, proposed by the Ministry of Economic Affairs
Asia-Pacific chief financial officers (CFOs) remain confident about their companies’ prospects despite mounting global risks, with businesses turning to resilience investments, digital transformation and artificial intelligence (AI) to weather a more volatile environment, a survey released on Tuesda
A Shin Kong Mitsukoshi Department Store Co employee poses with mooncake gift boxes at a news conference in Taipei yesterday. The Mid-Autumn Festival falls on Sept. 25 this year.
‘IRREVERSIBLE TREND’: The AI boom would drive revenue growth in 2026 and 2027, but wafer price hikes would be steeper next year, a company executive said
Foundry service provider Vanguard International Semiconductor Corp (世界先進) yesterday said that it is accelerating new capacity ramp-up to address "structural" chip demand amid the frenzy of artificial intelligence (AI) infrastructure deployment.The chipmaker, which focuses on producing power manageme