Siu Han

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EOI navigates currency and tariff headwinds, eyes long-term growth

6 days ago | digitimes.com | Siu Han |Elaine Chen |DIGITIMES Asia

As tariff uncertainties and sharp foreign exchange swings reshape the global automotive supply chain, Taiwanese LED car lighting module manufacturer Excellence Opto (EOI) is facing heightened operational challenges.
AP Memory bets on next-gen wearables and AI chips to drive 2025 growth

1 week ago | digitimes.com | Siu Han |Elaine Chen |DIGITIMES Asia

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...
SK Hynix to end DDR4 production by 2Q26, sparks supply crunch

1 week ago | digitimes.com | Siu Han |Charlene Chen |DIGITIMES Asia

The two major South Korean DRAM manufacturers are each preparing to discontinue their older DDR4 production lines. Following Samsung Electronics' early April announcement of its end-of-life (EOL) plan, SK Hynix recently notified suppliers with an EOL...
Winbond forecasts recovery after 1Q25 loss on weak demand

1 week ago | digitimes.com | Siu Han |Vyra Wu |DIGITIMES Asia

Memory chipmaker Winbond Electronics swung to a loss in the first quarter of 2025 following seasonal weakness, though Chief Executive Pei-Ming Chen said urgent orders have exceeded expectations for the second quarter, with flash memory sales set to...
TPK turns 1Q25 profit on better margins despite revenue dip; April sales rebound 27%

1 week ago | digitimes.com | Siu Han |Levi Li |DIGITIMES Asia

Touch panel maker TPK Holding Co. reported consolidated revenue of NT$13.7 billion (US$453 million) for the first quarter of 2025, down 13.5% quarter-over-quarter and 10.6% year-over-year due to seasonal fluctuations.
Adata hits 13-month revenue high on price rebound, bullish on 2Q25 demand

1 week ago | digitimes.com | Siu Han |Levi Li |DIGITIMES Asia

Adata Technology reported consolidated revenue of NT$3.917 billion (US$121.4 million) in April, up 4.65% from the previous month and 1.79% from a year earlier-its strongest monthly performance in 13 months-driven by rising spot and contract...
Phison shares surge as memory chip prices offset currency headwinds

1 week ago | digitimes.com | Siu Han |Vyra Wu |DIGITIMES Asia

Memory chip production cuts have sparked a rally in NAND Flash prices, cushioning Taiwan-based controller manufacturer Phison Electronics against strengthening local currency pressures that typically erode overseas earnings by 3% for every 1% appreci...
Lite-On boosts AI server component output, new Texas facility to help navigate tariff challenges

1 week ago | digitimes.com | Siu Han |Sherri Wang |DIGITIMES Asia

Lite-On Technology reported strong financial results for the first quarter of 2025, overcoming typical seasonal declines. Despite the potential impact of US tariffs, the company is poised to capitalize on surging demand for AI server components, particularly...
PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities

1 week ago | digitimes.com | Siu Han |Sherri Wang |DIGITIMES Asia

Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has pushed micro-displays into the spotlight. Meanwhile, Micro LED is emerging...
FX turbulence hits Taiwan memory makers as US$ weakens, NT$ strengthens

1 week ago | digitimes.com | Siu Han |Levi Li |DIGITIMES Asia

A sharp appreciation of the New Taiwan dollar (NT$) is pressuring Taiwan's export-focused industries, especially memory module suppliers whose contracts are largely settled in US dollars. Market observers warn the NT$ rally could persist, compounding...