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NEWS TAGGED 2025
Saturday 4 April 2026
Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
Friday 3 April 2026
US-China trade tensions deepen as supply chains fracture despite tariff truce

The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...

Thursday 2 April 2026
Copper price surge drives quarterly lead frame price hikes
Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
Thursday 2 April 2026
Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates
As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...
Thursday 2 April 2026
Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
Thursday 2 April 2026
TSMC's US expansion held ransom as JASM takes flight
TSMC is winning quietly in Japan and losing loudly in Washington — and the reason may have nothing to do with chips.
Thursday 2 April 2026
Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite
Samsung Electronics is planning to increase the prices of certain smartphone models released in 2025, marking a rare move amid rising global chip prices and fluctuating exchange rates,...
Thursday 2 April 2026
Chinese companies capture nearly 41% of domestic AI accelerator server market
China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...
Thursday 2 April 2026
Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...

Thursday 2 April 2026
Notebook shortages persist despite rumors of easing memory prices
Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...
Thursday 2 April 2026
Intel buyback signals shift beyond austerity as chipmaker regains confidence
Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
Thursday 2 April 2026
Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
Thursday 2 April 2026
Ennoconn advances retail solutions with integrated hardware and services
Facing the AI wave, Ennoconn chairman Steve Chu revealed at an earnings call held on March 30, 2026, that its system integration revenue surpassed NT$20 billion (US$622.8 million)...
Thursday 2 April 2026
MG adopts semi-solid batteries to boost EV range in Europe

MG, the European arm of China's SAIC Motor Group, confirmed that its upcoming MG4 Urban will feature semi-solid battery technology to...

Wednesday 1 April 2026
Notebook shipment update, February 2026

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