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Industry Trends

Positioning for HVDC Opportunity? PDC Said to Enter Major Power Supply Maker's Supply Chain as Extended MLCC Lead Times Signal Demand

Reported by Commercial Times

Rise of AI Brightens Walsin Technology's Q2 Outlook

Reported by Commercial Times

TXC Corp Fires First Shot: Frequency Component Prices to Rise 5% to 10% Starting April

Reported by Economic Daily News

Optical Communications Drive Demand for Crystal Oscillator Upgrades, Tai-Saw Technology Enters AI Server Supply Chain

Reported by Digitimes

The price hike wave for passive components has truly arrived! Murata announces across-the-board price increases for MLCC products starting in April

Reported by Liberty Times

Force Mos Revenue: Chinese End-Market Demand Triggers Stockpiling, Boosting Off-Season Shipments in February

Reported by Economic Daily News

Passive Components Follow Memory with Shortages and Price Hikes: MLCC Prices Surge 20% as Truth Behind Two Giants Locking Capacity Is Revealed

Reported by China Times

MLCC demand is exploding! An AI server now uses up to 30,000 units — six Taiwanese manufacturers poised for a major comeback

Reported by China Times

Japanese and South Korean Giants Prepare for MLCC Price Hikes: Taiwan Supply Chain Expected to Prioritize Mid-to-Low-End Order Transfers

Reported by Digitimes

Walsin Technology Increases Stake in Matsuo Electric

Reported by Commercial Times

Nokia Initiates 6G Spectrum Testing, Driving Surge in Demand for Antenna Elements and Transceivers

Reported by Digitimes

Nokia Initiates 6G Spectrum Testing, Driving Surge in Demand for Antenna Elements and Transceivers

Reported by Digitimes

Inpaq Under PSA Group Launches New Malaysia Factory, Targeting 5G and Automotive Opportunities with Q3 Mass Production

Reported by Digitimes

Walsin Technology to Issue NT$1.166 Billion in Dividends

Walsin Technology Strengthens Dual Business Strategy, Focuses on Japan, Singapore and Malaysia Expansion and Securing Rare Earth Resources

Passive Component Firms’ Succession Plans Take Center Stage

Reported by Commercial Times

Japanese Passive Component Giants Face Supply Bottlenecks as China’s “Rare Earths for Chips” Strategy Impacts Huawei

Reported by Digitimes

Japanese Passive Component Giants Face Supply Bottlenecks as China’s “Rare Earths for Chips” Strategy Impacts Huawei

Reported by Digitimes

Walsin Technology Expands Southeast Asia PCB Presence, High-End Servers a Key Focus

Reported by Digitimes

AI Devours Tantalum Capacitor Capacity: Yageo’s Price Hike Notice Sparks Frenzy in Financial Circles

Reported by Commercial Times

Walsin Tech Group sees profit recovery last year, INPAQ achieved record-high profits, and Walsin Tech reached its highest level in nearly three years

Reported by Investor News

Walsin's Silitech Invests in Japan's FDK to Enter Energy Power Market

Intel Foundry: TSMC Reportedly to Take 20% Stake, Along with Qualcomm and Broadcom Investment

China's AI Chips May Break Through with DeepSeek

Force Targets Non-PC Power Supplies, Shipping in 1H25

World’s Most Powerful AI Server Spurs Orders: Yageo and Walsin See Surge from GB200

Global SiC Competition Heats Up as Chinese Manufacturers See a Surge in IP Patents

China blocks exports of chip materials gallium, germanium to U.S.

Reported by Liberty Times / Nikkei Asia

YAGEO and Walsin Tech Express Optimism About AI Applications

Reported by Commercial Times

Malaysia emerges as key hub for passive component manufacturing amid geopolitical shifts

Reported by Digitimes

INPAQ and Lelon posted MoM revenue increase of 6.2% and 0.2% in August, respectively

Reported by TechNews

Walsin Tech to Expand Production for Two Consecutive Years on Strong Automotive Orders

Reported by Commercial Times

Walsin Tech Sees Recovery Across Product Lines, H2 Outlook Better Than H1

Reported by MoneyDJ News

AI surge ignites MLCC demand: passive component industry poised for growth

Reported by Digitimes

INPAQ: Operations to Continue Growing Next Year with Explosive Growth in LEO Satellites and WiFi 7 Applications

Reported by CnYes News

MLCC boosted by surging AI demand

Reported by Commercial Times

/ Walsin Tech's Revenue Increased by 6.4% in the First Seven Months, Seizing AI Opportunities

Reported by Economic Daily News

INPAQ posted MoM revenue increase of 3.0% in July, while uPI posted -4.0% MoM revenue decline

Reported by TechNews

Walsin Tech’s 1H24 EPS Reaches NT$3.34

Reported by Economic Daily News

Smartphones, infrastructure to drive Wi-Fi 7 upgrades in 2H24

Reported by Digitimes

Passive component demand and prices to be driven higher by AI

Reported by Digitimes

Global 5G users to hit 60% by 2029 as Northeast Asia leads the charge

Reported by Digitimes

Walsin Tech's June Revenue Decreases MoM but Increases YoY, Q2 Revenue Hits Eight-Quarter High

Reported by Economic Daily News

Wi-Fi 7 expected to take flight in late 2024, Taiwan IC design houses gear up

Reported by Digitimes

Walsin Tech Group Increases Holdings in TXC, Retains Position as Largest Institutional Shareholder with Over 10% Stake

Reported by CNA News

ASEAN wage hikes worry industries benefiting from supply chain shift

Reported by UP Media / Nikkei Asia

AI demand driving up orders for passive components

Reported by Digitimes

Inventory Replenishment Surge Boosts Utilization Rates for Passive Component Manufacturers in 2H24

Reported by Commercial Times

Three Major Drivers Boost INPAQ's Sales Growth

Reported by TechNews

Walsin Tech and INPAQ Subscribe TXC’s Private Placement, Become Its Largest Corporate Shareholders

Reported by CNA News

Walsin Tech upbeat about demand resulting from AI and autos in 2025

Reported by Digitimes

Walsin Tech Targets High-End AI Server Power Supplies, Optimistic About Next Year's Outlook

Reported by Digitimes

EU moves to raise China EV tariffs

Reported by Economic Daily News / Taipei Times

Qualcomm sees Wi-Fi 7 adoption increase, becoming mainstream by 2H25

Reported by Digitimes

Chinese chipmakers vie to be Qualcomm's alternative in the auto smart cockpit market

Reported by Digitimes

Strong AI momentum expected to drive passive component demand

Reported by Digitimes

MediaTek announces new products for Computex, with Chromebook and new TV platform leading the way

Reported by Digitimes

Major Chinese CCL firm raises prices

Reported by Digitimes

MediaTek to grow on AI, auto chips

Reported by Liberty Times / Taipei Times

Vietnam ensures electricity stability amid supply chain firms concerns of power outage

Reported by Digitimes

Walsin Tech's April revenue reached NT$3 billion, hitting a new high in two years

Reported by MoneyDJ

PPTC and TAI-SAW posted MoM revenue increase of 6.0% and 2.5% in April, respectively

Reported by TechNews

INPAQ and Lelon posted MoM revenue increase of 6.96% and 7.03% in April, respectively

Reported by TechNews

Passive components are thriving, YAGEO leads the charge

Reported by Commercial Times

Walsin Tech posted EPS of NT$1.27 in 1Q24

Reported by Commercial Times

6G on the horizon: a glimpse into the future of mobile communication

Reported by Digitimes

Walsin Tech's March revenue increased 20.5% MoM

Reported by TechNews

PMIC firms see DDR5 upgrades boost demand

Reported by Digitimes

Speculation suggests MediaTek may join Arm-led SOAFEE

Reported by Digitimes

Global quarterly smartphone production jumps 12.1% in 4Q23; annual total drops 2.1% down to 1.166 billion units

Reported by Commercial Times / TrendForce

DDR5 adoption to accelerate in 2H24 thanks to GenAI

Reported by Digitimes

What does it mean for Taiwan ICT firms if Apple ends its EV plans?

Reported by Digitimes

Wearable sensor demand looking promising at MWC 2024

Reported by Digitimes

EV market growth to slow in 2024; gas-powered cars making a comeback

Reported by Digitimes