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Wednesday 26 March 2025
IC design firms navigate foggy 2Q25 landscape as US tariff looms
As 2025 unfolds, IC design and component companies have generally reported that the first quarter proved more resilient than expected, with many observing that the "off-season" was...
Wednesday 26 March 2025
ODMs see sluggish CE demand but robust AI server demand
The four leading notebook original design manufacturers (ODMs) share a consistent outlook for the second quarter of 2025, noting that shipments of consumer electronics are sluggish...
Wednesday 26 March 2025
India reportedly demands Samsung pay US$601 million in back taxes and penalties for tariff evasion
Reuters, citing a government order, reported that India required Samsung and seven of its executives to pay US$601 million in back taxes and penalties for allegedly evading...
Tuesday 25 March 2025
AI or bust: China chip sector to stage comeback at SEMICON China
Artificial intelligence (AI) is now the primary growth driver for the global semiconductor industry. With AI-related demand expected to surge further in 2025, semiconductor equipment...
Tuesday 25 March 2025
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks...
Tuesday 25 March 2025
Tariffs and demand uncertainty in Europe and US lead to unpredictable 2Q25 auto market
The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable,...
Tuesday 25 March 2025
DeepSeek jolt sparks China memory revival, 5-year boom ahead
China's AI sector regained traction in early 2025 with the breakout launch of DeepSeek, a homegrown AI model that revitalized industry confidence and reignited momentum across the...
Tuesday 25 March 2025
Memory contract prices to rise
According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.
Tuesday 25 March 2025
FineTek sees potential growth in AI server liquid cooling with high customer demands and inquiries
Taiwan's leading sensor company, FineTek, pointed out that AI server customers began pulling orders in January. However, the subsequent orders are difficult to predict, although customer...
Tuesday 25 March 2025
Strong HBM memory demand drives WFE market revenue in 2024
According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in...
Tuesday 25 March 2025
US chipmaker Vicor pushes 48V power modules for AI, industrial applications
Vicor, a US power semiconductor module manufacturer, is promoting its latest 48V power module platform globally as power-hungry applications drive demand for higher voltage solutions...
Tuesday 25 March 2025
Panel industry braces for potential 2Q25 slowdown
The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting...
Tuesday 25 March 2025
Nvidia's Blackwell production drives revenue surge for Taiwanese IC backend partners
With Blackwell servers in full production, related server IC backend partners, including test interface providers, are expected to see a significant increase in revenue starting the...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Monday 24 March 2025
SK Hynix to pull M15X fab timeline forward by two months
SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original timeline forward from December to October in response to surging...