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NEWS TAGGED INVENTORY
Thursday 7 August 2025
China smartphone AP shipments, 2Q 2025

Introduction

Tuesday 5 August 2025
Taiwan notebooks, 2Q 2025

Introduction

Tuesday 5 August 2025
Exclusive: IC distribution shaken by CSP giant's single distributor move
The IC distribution market has faced a significant shift as one of the top four global CSPs appointed a sole distributor for its AI data center components consignment sales, transitioning...
Friday 1 August 2025
Apple braces for US$1.1B in tariffs as Cook outlines strategy to localize production
Apple is preparing for an estimated US$1.1 billion in tariff-related costs in the September quarter, CEO Tim Cook revealed during the company's third-quarter fiscal 2025 earnings...
Friday 1 August 2025
The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
Thursday 31 July 2025
Samsung chip operating profit plunges 90% amid memory inventory and low foundry utilization

Samsung Electronics announced its official financial results for the second...

Thursday 31 July 2025
Samsung sees memory rebound, eyes HBM3E growth and 3Q25 price surge
Samsung Electronics experienced a rebound in its memory business during the second quarter of 2025, driven by AI-led demand and rising legacy DRAM prices. The company expects further...
Thursday 31 July 2025
Automakers extend factory suspensions as Japan responds to tsunami warning
Japan's major automakers extended factory suspensions into July 31, 2025, following a powerful earthquake off Russia's Kamchatka Peninsula on the morning of July 30, 2025, which triggered...
Tuesday 29 July 2025
Nvidia scrambles back to TSMC as China H20 demand outstrips supply
The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese...
Tuesday 29 July 2025
TI tempers outlook as leadframe makers seek new markets
US-based semiconductor giant Texas Instruments (TI) recently released its financial report for the second quarter of 2025. Although quarterly revenue increased by 16% year-over-year,...
Friday 25 July 2025
Tesla's outlook dims amid multiple challenges; auto chip industry remains cautious on market recovery
This week, several US automotive electronics companies, including Tesla, NXP, and Texas Instruments (TI), released their financial reports and shared their perspectives on the market...
Wednesday 23 July 2025
Strong China growth propels TI's industrial business
During its second-quarter 2025 earnings call, Texas Instruments (TI) underscored the pivotal role China played in driving the company's industrial segment growth.
Wednesday 23 July 2025
Samsung, BOE resume LCD supply talks while legal battle ensues
Samsung Electronics executives met with BOE Technology leaders in July 2025 to discuss LCD panel procurement, even as the company remains locked in a legal dispute with Samsung Display...
Tuesday 22 July 2025
Taiwan's passive component market poised for growth amid AI and auto boom
Taiwan's passive component industry is positioned for growth driven by AI adoption across cloud servers, AI PCs, and smartphones, alongside rising automotive electrification. Industry...
Monday 21 July 2025
Nvidia's China chip clearance spurs SK Hynix memory expansion plans
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is driving SK Hynix to consider expanding production of advanced...