With the Trump administration poised to take office, industry expectations point to a sharper division in global electronic supply chains. US electronic products are expected to adopt a China+1 (decoupling-from-China) strategy for chip sourcing. Anticipation of new tariffs has prompted some downstream clients to stockpile chips, fueling predictions of a surprising uptick in first-quarter demand for IC design houses
As the push for advanced artificial intelligence (AI) applications continues across sectors, from data centers to edge computing, Japan is stepping up with developing the Fujitsu Monaka next-generation processor
Kyocera, a leading Japanese electronic components manufacturer, plans to divest 10% of its consolidated revenue, valued at approximately JPY200 billion (US$1.27 billion), by the end of fiscal year 2025 (April 2025–March 2026). The strategic move comes as the company faces declining profitability in key sectors, including automotive electronics and semiconductor-related operations
The upcoming inauguration of US President-elect Donald Trump and the continuation of China's subsidy policies into 2025 have driven a sustained increase in panel demand. As a result, first-quarter demand remains robust, with panel manufacturers' average utilization rates expected to reach 80-85%, which is significantly higher compared to the first quarter of 2024
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's handset market and component sales in 2025
Nvidia CEO Jensen Huang delivered the opening keynote at CES 2025, announcing a groundbreaking collaboration with Toyota to develop the next generation of autonomous vehicles. Under the partnership, Toyota's upcoming vehicles will incorporate Nvidia's Drive AGX Orin supercomputer and DriveOS operating system to power advanced driver assistance systems
LG Electronics (LG) has released its preliminary financial results for 2024, showcasing impressive annual revenue figures. However, the operating profit for the fourth quarter saw a significant year-over-year decline of 53.3%, drawing attention from the public
ChangXin Memory Technologies (CXMT) has been added to the US blacklist of entities allegedly tied to the Chinese military, which industry observers view as a warning rather than a substantive sanction
China Academy of Information and Communications Technology (CAICT) data shows that foreign smartphone makers shipped 3.04 million units in China in November 2024, a sharp 47% decrease from 5.8 million units in the same period of 2023. The sequential drop was even more severe, at 51%, marking the fourth consecutive month of sales declines
Major tech companies unveiled their latest products and strategies ahead of schedule on January 6, 2025 (US time), with crowds gathering before Samsung Electronics' (Samsung) press conference. During the event, CEO Jong-Hee Han emphasized that "Home AI" would be a crucial development direction
Samsung reported mixed financial results, with fourth quarter 2024 revenue of KRW75 trillion (US$51.26 billion) showing growth amid an operating profit decline, impacted by weak mobile demand and delays in high-bandwidth memory (HBM) supply to Nvidia. While full-year figures demonstrated strong profit recovery, concerns emerged about the performance of non-memory sectors
Key manufacturing equipment being held at Chinese customs is disrupting supply chain relocation plans as Taiwanese and Chinese manufacturers attempt to move production lines out of China amid escalating US-China trade tensions
Yandong Microelectronics (YDME) announced plans on December 31, 2024, to issue up to 225 million shares at CNY17.86 (US$2.45) per share to Beijing Electronic Holding Co. (BEHC), targeting CNY4.02 billion in funds. Of this, CNY4 billion will support the Beijing Electronics Holding Semiconductor Manufacturing Co., Ltd (Beidian Integration) 12-inch IC production line project, with CNY20 million allocated for working capital, according to ICSmart
Nvidia has established itself as a global leader in AI computing power, strategically positioning itself in AI robotics through three core areas: large language models (LLM), data, and development platforms. This approach appears to align more closely with Huawei's strategy than Tesla's development of its humanoid robot Optimus. Several prominent robotics companies, including 1X, Boston Dynamics, Unitree, and Fourier, have already integrated into the Nvidia ecosystem, leveraging its AI models, tools, and technologies to train robots and foundational models in various simulated environments
Recent industry sources indicate that major mobile SoC providers like Apple and Qualcomm are delaying the adoption of TSMC's 2nm technology until 2026 due to high costs. While some suggest this may be Samsung's last chance to secure orders, Taiwanese chip industry experts dismiss this reasoning as a "false issue.
