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NEWS TAGGED 2025
Wednesday 27 November 2024
Samsung, SK Hynix trim DRAM output while Chinese rivals expand
SK Hynix and Samsung Electronics are focusing on upgrading equipment, transitioning processes, and expanding high-bandwidth memory (HBM) packaging capacity instead of investing in...
Tuesday 26 November 2024
Xiaomi readies own mobile chip, pressuring MediaTek and Qualcomm
Xiaomi is preparing a self-designed mobile processor for its upcoming smartphones in an effort to reduce its reliance on foreign suppliers Qualcomm and MediaTek.
Tuesday 26 November 2024
Shifting gears: US tariffs reshape global automotive supply chain
Heightened US tariff policies are rattling the automotive industry, threatening higher vehicle costs. Industry insiders note that while the US mandates final assembly domestically,...
Tuesday 26 November 2024
Global smartphone shipments to see six-year CAGR of 3.6% from 2024-2029, says DIGITIMES Research
DIGITIMES Research, by synthesizing supply chain information, regional market conditions, and analyzing global political and economic trends, forecasts that global smartphone shipments...
Tuesday 26 November 2024
MCU firm Padauk pursues cost structure optimization
Although demand visibility in the microcontroller unit (MCU) market is currently low, MCU players like Padauk Technology believe there will be opportunities for growth in 2025, driven...
Tuesday 26 November 2024
AUO advances mobility solutions ahead of CES 2025
AUO made a striking impression at CES 2024 with its Micro LED automotive technology. Over the past year, the company strengthened its mobility segment through its merger with BHTC,...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
Tuesday 26 November 2024
Tesla faces fierce competition as FSD eyes China debut
Tesla plans to launch its Full Self-Driving (FSD) technology in China by early 2025, though regulatory approval remains uncertain. Domestic automakers are intensifying efforts to...
Tuesday 26 November 2024
STMicro postpones US$20 billion revenue target to 2030 on auto chip slowdown
STMicroelectronics (STM) has revised its growth targets amid persistent weak demand for chips used in automotive and industrial applications. During its Capital Markets Day in Paris,...
Tuesday 26 November 2024
Huawei presses ahead with AI chip plans despite yield concerns
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
Monday 25 November 2024
STMicroelectronics partners with Hua Hong Semiconductor to boost local production in China's EV market
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
Monday 25 November 2024
HP brace for Trump 2.0 with leadership and supply chain overhaul to NA
Following President-Elect Donald Trump's election victory, PC brands are intensifying their strategic shifts. Hewlett-Packard (HP), the world's second-largest PC maker, has reportedly...
Monday 25 November 2024
GIS narrows losses, outlines Vietnam expansion and AR/VR ambitions
Touch panel maker GIS posted a net loss of NT$73.86 million (approx. US$2.28 million) for the first three quarters of 2024, a marked improvement from the NT$1.8 billion loss a year...
Monday 25 November 2024
Nvidia's decline in gross margin amid Blackwell transition may not affect bigger picture
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
Monday 25 November 2024
Samsung's HBM3E availability remains uncertain for Nvidia's Blackwell
During Nvidia's earnings call for the third quarter of fiscal year 2025, CEO Jensen Huang expressed gratitude to supply chain partners including TSMC and SK Hynix for their contribution...