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Friday 2 May 2025
US$1 trillion AI rush: China's memory boom shakes global chip market
China's rapid expansion of domestic memory chip production is creating market volatility and forcing established players to adjust their strategies amid already challenging geopolitical...
Thursday 1 May 2025
China's DRAM surge could upend global memory prices and supply chains, warns Etron
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese...
Thursday 1 May 2025
MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026
MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and...
Thursday 1 May 2025
Made in America, sourced from Taiwan? Trump's new tariff math rewrites the rules
US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies...
Wednesday 30 April 2025
Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak
Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging...
Wednesday 30 April 2025
Chinese carmakers in Europe face carbon compliance dilemma after EV tariff pivot
Chinese carmakers entering the European Union market find themselves in a challenging position. After successfully sidestepping the EU's anti-subsidy tariffs on their battery electric...
Wednesday 30 April 2025
CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results
China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year...
Wednesday 30 April 2025
Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on...
Wednesday 30 April 2025
Chinese PHEV market and global status

Introduction

Wednesday 30 April 2025
Gogoro's battery bet faces market test as it restructures and regroups

After becoming Taiwan's first unicorn to go public in the US, Gogoro—the electric scooter company known for its sleek design and...

Wednesday 30 April 2025
Strong growth in GAA demand, too early to assess tariff impact, says ASM
Dutch semiconductor manufacturing equipment maker ASM released its latest financial report, expressing optimism that sales related to gate-all-around (GAA) technology will see robust...
Wednesday 30 April 2025
Tariffs threaten production and sales systems; Pegatron chairman warns of stagnation from shelves to factories
Pegatron chairman, Tzu-Hsien Tung, recently told Reuters that the US tariff policy's unpredictability has brought significant uncertainty to the American consumer market,...
Wednesday 30 April 2025
TSMC's AI chip plans remain on track; CoWoS capacity to double in 2025
TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...
Wednesday 30 April 2025
STT GDC discusses three major challenges for the colocation industry in the AI era
Singapore's STT GDC, a colocation provider under ST Telemedia and backed by Temasek Holdings, is navigating significant changes as AI servers transform the market landscape.
Wednesday 30 April 2025
Supermicro's sales miss hints at slower AI investments by cloud giants
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown...