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Tuesday 20 May 2025
Tariffs cloud notebook outlook, but mobile chip demand stays hot
Following the significant impact of reciprocal tariffs imposed by the US, the chip inventory status for two major consumer electronics products—notebooks (NBs) and mobile phones—has...
Tuesday 20 May 2025
From cold benches to courtroom benches: A tale of two chip visions
The year 2025 marks a significant moment for the Chinese-speaking semiconductor industry, presenting a striking contrast.
Tuesday 20 May 2025
Huawei widens lead in global telecom race, Western RAN giants retreat under pressure
As global telecom players across Europe, the US, Japan, and South Korea face mass layoffs and resource constraints, market contraction is accelerating. Meanwhile, Huawei is bucking...
Monday 19 May 2025
Qualcomm signs AI pact with Saudi Arabia's Humain, eyes return to data center CPU race
Qualcomm has signed a memorandum of understanding (MoU) with Riyadh-based AI firm Humain to co-develop next-generation technologies for AI data centers. The deal was unveiled during...
Monday 19 May 2025
Taiwan Mobile to launch crypto platform, telco rivalry in Web3 fintech heats up
Telecom operators in Taiwan are expanding their presence in the Web3 financial tech sector, with one of them set to launch a virtual asset exchange platform next week.
Monday 19 May 2025
Sino-American Silicon enters Indian solar market with Premier Energies venture
Sino-American Silicon Products Group has formed a joint venture with India's Premier Energies to produce silicon wafers for solar cells in India, acquiring a 26% stake in the new...
Monday 19 May 2025
China's AI appliance chaos: DeepSeek boxes flood market as prices swing 100x between full and distilled models
Since its viral breakout in February, DeepSeek has triggered a rush for all-in-one AI appliances across China's enterprise and government markets. But the boom has also unleashed...
Monday 19 May 2025
Zhen Ding posts 23% revenue growth, driven by China's IC substrate boom
PCB manufacturer Zhen Ding Technology posted a 23% year-over-year increase in consolidated revenue for the first quarter of 2025, marking a record high for the quarter. The company's...
Monday 19 May 2025
Computex 2025: Qualcomm and MediaTek set to emerge
Computex 2025 is set to open on May 20 in Taipei, with Qualcomm and MediaTek—two longtime rivals in the mobile chip sector—unexpectedly emerging as keynote headliners...
Monday 19 May 2025
South Korea intercepts SK Hynix HBM China-bound tech leak
South Korean authorities arrested a former subcontractor employee at Incheon International Airport for allegedly attempting to smuggle SK Hynix's proprietary high-bandwidth memory...
Monday 19 May 2025
Middle East key to extending cloud AI peripheral chip market growth by two years
US President Donald Trump recently led a large delegation of American companies to the Middle East for various political and business cooperation agreements. Reports indicate that...
Monday 19 May 2025
AI-driven server demand boom spurs explosive growth for Taiwan CCL suppliers
Despite recent uncertainties surrounding new tariff policies under US President Donald Trump, major US and Chinese cloud service providers have reaffirmed that their capex plans for...
Monday 19 May 2025
Substrate makers' China exit stalls as SEA relocation falls short
Amid the renewed US-China trade tensions and fierce price competition from Chinese peers, the industry trend of "China Minus One" has resurfaced, spreading from outsourced semiconductor...
Monday 19 May 2025
AI, EV boom thrusts advanced packaging to forefront of China's chip strategy
China's outsourced semiconductor assembly and test (OSAT) industry is gaining momentum, driven by surging demand for artificial intelligence (AI) and electric vehicles (EVs). As the...
Monday 19 May 2025
D-link reports 1Q25 loss as Chinese rivals flood global markets
D-Link Technology reported a net loss in the first quarter as Chinese networking equipment makers redirected products originally destined for the US market to other regions following...