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Friday 10 January 2025
TSMC sees 5/4nm, 3nm fab capacity fully loaded until year-end
TSMC is expected to maintain full utilization of its 5/4nm and 3nm fabrication capacity through the end of this year, though uncertainties loom regarding policy changes following...
Thursday 9 January 2025
Microip eyes edge ASIC boom by 2027
End-user brands have traditionally been the stars of the show at CES, with upstream supply chain companies typically maintaining a non-official presence primarily to connect with...
Thursday 9 January 2025
Nvidia's surprise alliance with MediaTek shakes up supercomputer sector
MediaTek and Nvidia's surprise announcement at CES 2025 revealed their collaboration on the GB10 super chip, marking an unexpected direction for both companies' AI computing aspira...
Wednesday 8 January 2025
Nvidia's 2025 AI server rollout fuels demand optimism amid Trump tariff uncertainty
Nvidia's upcoming AI server releases in 2025 are generating excitement, with robust demand expected from major players like Amazon Web Services. However, the return of Donald Trump...
Wednesday 8 January 2025
Trump 2.0's decoupling policy reshapes IC design strategies for 2025
With the Trump administration poised to take office, industry expectations point to a sharper division in global electronic supply chains. US electronic products are expected to adopt...
Wednesday 8 January 2025
Senao Networks eyes Thailand, Malaysia as Vietnam faces tariff risks under Trump
Senao Networks is navigating the complex geopolitical landscape shaped by the enduring US-China trade tensions. Chairman Tommy Tsai articulated the company's strategic approach amidst...
Wednesday 8 January 2025
China's mobile subsidies boost PA supply chain outlook for 1Q25
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's...
Wednesday 8 January 2025
Accton sees record revenue in 4Q24 driven by AI boom
AI's expanding influence continues to reshape the server supply chain, benefiting companies such as Accton Technology. The networking firm has posted substantial revenue growth for...
Wednesday 8 January 2025
US blacklists Chinese DRAM maker CXMT as warning rather than substantive measure
ChangXin Memory Technologies (CXMT) has been added to the US blacklist of entities allegedly tied to the Chinese military, which industry observers view as a warning rather than a...
Wednesday 8 January 2025
China imposes customs measures in response to US sanctions
Key manufacturing equipment being held at Chinese customs is disrupting supply chain relocation plans as Taiwanese and Chinese manufacturers attempt to move production lines out of...
Wednesday 8 January 2025
Nvidia seeks to usher in robotics revolution
Nvidia is working to replicate its AI server success in robotics, as Tesla and other leading companies announce their plans for developing humanoid robots.
Wednesday 8 January 2025
Tata Electronics secures Pegatron India acquisition as Apple accelerates production relocation ahead of Trump 2.0
As the world witnesses the rapid shift in global supply chains triggered by the impending commencement of Donald Trump's second term, India has taken a significant step by approving...
Tuesday 7 January 2025
TSMC 4Q24 earnings preview: focus on 2025 semiconductor outlook, margin sustainability
TSMC will hold its quarterly investors meeting on January 16, where its insights into semiconductor market trends for 2025 and its gross margin sustainability will be of considerable...
Tuesday 7 January 2025
Jensen Huang to boost AI momentum with mid-Jan Taiwan visit
Jensen Huang, CEO of Nvidia, will visit Taiwan in mid-January 2025, a move expected to reinvigorate the local supply chain for AI chips and gadgets, according to industry sources.
Tuesday 7 January 2025
India reportedly to announce US$3 billion incentive scheme to boost electronics manufacturing, benefitting Apple
Amid potential tariff hikes by the upcoming US administration, which may disrupt the global supply chain and once again benefit India, the Indian government reportedly plans another...