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NEWS TAGGED 2025
Wednesday 6 August 2025
LG Electronics reportedly revives India IPO plan with scaled-down valuation amid market uncertainty
LG Electronics is reportedly preparing to revive the initial public offering (IPO) of its Indian subsidiary, months after shelving the plan due to market volatility. According to...
Wednesday 6 August 2025
Beijing's device upgrade drive revives chip cycle hopes
China's National Development and Reform Commission (NDRC) will release the fourth round of its consumer goods trade-in subsidy in October, allocating CNY68 billion (US$9.45 billion)...
Wednesday 6 August 2025
Intel's server chip dominance erodes as AMD expands market share
Intel's grip on the server CPU market is slipping, with Advanced Micro Devices (AMD) closing the gap at a pace that may soon bring the once-dominant chipmaker to parity. As Intel...
Wednesday 6 August 2025
Infineon Technologies AG optimistic about semiconductor market outlook, raises 2025 fiscal year performance forecast
Infineon Technologies AG, the German semiconductor manufacturer, reported flat revenue and lower net profits for the third quarter of fiscal year 2025 compared to last year. Despite...
Wednesday 6 August 2025
Broadcom scales AI cloud with Jericho4 and bets on open interoperability
Broadcom has introduced its next-gen Ethernet switch chip, Jericho4, at the 2025 OCP APAC Summit, marking a key move toward scaling AI data center connectivity across regions. The...
Wednesday 6 August 2025
China's rise is closing in on Samsung's TV dominance
Samsung Electronics has long dominated the global TV market, but Chinese TV brands have grown rapidly in recent years, steadily challenging Samsung's top spot. As of the first half...
Wednesday 6 August 2025
GlobalFoundries offers cautious outlook amid weak smartphone demand
GlobalFoundries posted stable results for the second quarter of 2025, reporting net revenue of US$1.69 billion, up 3.4% year-over-year. The company achieved a gross margin of 24.2%,...
Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
Wednesday 6 August 2025
China probes H20 backdoor: Nvidia denies allegations, affirms consent
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...
Wednesday 6 August 2025
AMD says US export license review delays MI308 GPU shipments to China, no revenue included in guidance
During AMD's second-quarter 2025 earnings call, CEO Lisa Su and CFO Jean Hu provided updates on the ongoing US export control restrictions affecting the company's MI308 GPU shipments...
Wednesday 6 August 2025
Exclusive: Cloud giants drive BBU surge, battery module suppliers surf strong momentum
Supply chain sources indicate that Samsung SDI, the leading manufacturer of battery cells for backup battery units (BBUs), plans to expand its production. Even Japan's Murata intends...
Wednesday 6 August 2025
Supermicro lowers FY26 outlook despite FY25 AI-driven growth
Supermicro capped fiscal 2025 with record growth, highlighting strong AI infrastructure demand and new data center platforms. However, its lowered fiscal 2026 outlook signals rising...
Wednesday 6 August 2025
AMD reports record revenue amid operating loss due to US export restrictions
AMD reported second-quarter 2025 results on August 6, delivering record quarterly revenue of US$7.69 billion, a 32% year-over-year increase driven by strong demand for its Ryzen CPUs,...
Wednesday 6 August 2025
SK Hynix tops Samsung in 2Q25 on Nvidia-fueled HBM surge

SK Hynix overtook Samsung Electronics in global memory chip revenue for the first time in the second quarter of 2025, powered by its...

Wednesday 6 August 2025
Largan sees 31% revenue jump in July on new smartphone rollouts, eyes 3Q expansion
Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months...