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Monday 3 March 2025
India roundup: Delta Electronics steps up Indian expansion
Delta Electronics plans to expand the Indian market with industrial automation foray. Tata is expected to sign MoUs with semiconductor firms to enhance its chip capabilities.
Monday 3 March 2025
Intel postpones opening of Ohio chip factories until 2030s
Intel is further delaying the opening of a much-touted new semiconductor complex in Ohio, marking the latest setback to the chipmaker's expansion plans.
Monday 3 March 2025
Temporary PC production surge amid tariff concerns; Windows on Arm loses momentum
Despite a production ramp since the end of 2024, there are worries this surge might result more from Trump-era tariffs than genuine demand recovery. As a result, PC manufacturers...
Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Monday 3 March 2025
Microsoft's data center retreat fuels AI oversupply worries
Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned...
Monday 3 March 2025
Meta propels smart glasses surge, but market differentiation wanes
Smart glasses took center stage at CES 2025. Counterpoint Research projects a 210% surge in global shipments this year, fueled by strong demand for Ray-Ban Meta smart glasses. Chinese...
Friday 28 February 2025
CCP Contact Probes targets AI chip supply chain with advanced packaging solutions
Benefiting from the booming demand for testing related to artificial intelligence (AI), CCP Contact Probes, a probe development and manufacturing company, has optimized its product...
Friday 28 February 2025
Drones offer a unique mix of benefits, with lens demand matching robotics
The demand for automotive lenses appears to be on an upward trajectory, while machine vision and drone applications are simultaneously capturing widespread attention. In this context,...
Friday 28 February 2025
Chinese smartphone brands enjoyed growth in 4Q24 before a close to 10% decline in 1Q25, says DIGITIMES
With non-Chinese markets entering their traditional off-season and the Chinese market lacking a nationwide shopping promotion event, overall smartphone shipments by Chinese brands...
Thursday 27 February 2025
Dassault Systèmes CEO: European automakers struggle, US and Asia poised for growth
At Dassault Systèmes' SolidWorks and 3DEXPERIENCE World 2025 in Houston, CEO Pascal Daloz outlined his 2025 market outlook, predicting strong growth in the US and Asia despite...
Thursday 27 February 2025
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
Thursday 27 February 2025
PCB drill bit maker Topoint expects double-digit revenue growth in 1Q25
Driven by strong demand for cloud equipment and a favorable base effect, Topoint Technology, a manufacturer of PCB drill bits, witnessed significant growth in its operations in 2024...
Thursday 27 February 2025
CSCC boosts investment in advanced carbon materials for energy and chips
In recent years, China Steel Chemical Corporation (CSCC) has undergone a significant transformation, placing a strong emphasis on the research and development of advanced carbon materials...
Thursday 27 February 2025
DRAM industry would have rebounded without China's output surge, says Nanya
The DRAM market is expected to remain at the industry's low point in the first half of 2025. According to Nanya Technology president, Pei-ing Lee, Chinese competitors' DRAM production...
Thursday 27 February 2025
WT expects a strong recovery in 2025 and reveals revenue growth in 2024
On the 25th, IC distributor WT Microelectronics held an earnings call. Founder, Chairman, and CEO Eric Cheng shared that the market generally expects demand in the second half of...