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Wednesday 12 February 2025
Nvidia supercharges MediaTek's AI ambitions amid rising ASIC battle
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
Wednesday 12 February 2025
Microip's January revenue surges 489% monthly as CES success fuels 'designless' strategy expansion
Microip, a company focused on application-specific integrated circuit (ASIC) design services and AI software design services, announced its revenue for January 2025 reached NT$14.51...
Wednesday 12 February 2025
Coretronic revenue falls 20% in January amid weak shipment forecast for February
Coretronic Corporation reported consolidated revenue of NT$2.856 billion(US$88.53 million) for January 2025, representing a 22% decline from NT$3.675 billion in December 2024 and...
Wednesday 12 February 2025
Chinese IC firms may shift 14nm orders to SMIC following TSMC's enforcement of BIS whitelist
TSMC has notified several Chinese IC design companies that their chips at 16/14 nanometers or smaller nodes lack "approved OSAT" status on the US BIS whitelist and proper certification...
Tuesday 11 February 2025
Panel demand set to surge in 2025, but challenges loom in 2H25
Panel procurement momentum, which began in the fourth quarter of 2024, continues to strengthen in 2025, driven by four major factors. Industry experts believe that the first quarter...
Tuesday 11 February 2025
MediaTek reports unusually surging January revenue, boosted by tariff uncertainty and China's subsidies
MediaTek reported impressive January revenue of NT$51.144 billion (approx. US$1.56 billion), marking a 22.7% increase from the previous month and a 14.94% rise year-over-year. This...
Tuesday 11 February 2025
Amazon expects Trainium chip series to reach 4th gen amid growing adoption
Amazon has revealed that its in-house designed Trainium 2 processor is gaining traction among potential users, including Qualcomm, who are participating in its early-stage evaluation...
Tuesday 11 February 2025
Onsemi eyes weak 1Q25 amid slow automotive market
Onsemi reported fourth-quarter revenue declined 15% year over year to US$1.72 billion, missing expectations. With lower margins and a weak first-quarter forecast, analysts express...
Tuesday 11 February 2025
Development of MediaTek-Nvidia partnership garners attention
The strengthening alliance between MediaTek and Nvidia has drawn intense industry attention, particularly regarding their joint development of AI PC platforms. While MediaTek has...
Tuesday 11 February 2025
Minds that shaped chip guru Jim Keller: Beyond Steve Jobs
Jim Keller's career has been shaped by interactions with some of the most influential figures in the semiconductor industry. As Jim Keller entered his forties, he met a figure at...
Tuesday 11 February 2025
GiantPlus sees brighter 2025 despite seasonal dip, shifts focus to industrial panels
GiantPlus expects a stronger 2025 as demand trends stabilize, despite a seasonal slowdown in the first quarter. Revenue is set to decline from the previous quarter but should stay...
Monday 10 February 2025
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
Suppliers report that China's retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market,...
Monday 10 February 2025
Traditional industries seeking survival solutions: Is forming holding companies like WPG Holdings feasible?
While Taiwan's semiconductor and server sectors have thrived in recent years, traditional industries have faced mounting challenges. In response, the government has proposed encouraging...
Monday 10 February 2025
Can Trump's tariffs war be a boon for India's tech sector?
US President Donald Trump's proposed new semiconductor tariffs could create an unexpected windfall for India's growing tech sector, according to industry experts.
Monday 10 February 2025
Trump's surprise stance on DeepSeek: No security threat; Nvidia's CUDA moat hard to bypass
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny,...