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IN THE NEWS
Thursday 8 May 2025
Arm withholds 2026 outlook amid tariff concerns and market uncertainty despite strong royalty growth
Arm Holdings delivered an exceptional performance in its fiscal fourth quarter of 2025 earnings call on May 7, showcasing remarkable royalty revenue growth and strategic advancements...
Thursday 8 May 2025
Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders...

Thursday 8 May 2025
Trump to rescind global chip curbs amid AI restrictions debate
The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions that have drawn strong opposition from major...
Thursday 8 May 2025
Arm's strong quarter overshadowed by weak guidance and rising costs
Arm Holdings posted strong fiscal fourth-quarter results, but its cautious first-quarter guidance—calling for lower-than-expected revenue and earnings—disappointed investors...
Wednesday 7 May 2025
Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China's "trade-in" subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production...
Wednesday 7 May 2025
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor...
Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...
Wednesday 7 May 2025
AMD posts strong Q1, but margin pressure clouds Q2 outlook
Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by robust demand in its data center and...
Wednesday 7 May 2025
Russia's Baikal Electronics ships 85,000 CPUs under sanctions, eyes China ties for next-gen chips
Founded in 2012, Russian CPU developer Baikal Electronics has shipped 85,000 processors as of the end of 2024, defying international sanctions and growing technological isolation...
Wednesday 7 May 2025
Xiaomi reportedly separates Xring chip division in move to preempt US action
Xiaomi is reportedly planning to debut its first in-house smartphone System on Chip (SoC) by late May, with sources indicating the company will restructure its chip division to reduce...
Tuesday 6 May 2025
Tata reportedly in talks to onboard NXP semiconductors for OSAT facility
Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly...
Tuesday 6 May 2025
Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn
On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures....
Tuesday 6 May 2025
Taiwan's display players navigate economic minefield of currency chaos and tariff tremors
A surging New Taiwan dollar (NT$) is squeezing Taiwan's display panel makers, cutting into revenues and shrinking profit margins. In response, leading manufacturers and upstream suppliers...
Tuesday 6 May 2025
Chinese CIS vendors close gap as local fabs go full throttle, Xiaomi backs innovation
Following SK Hynix's exit from the CMOS image sensor (CIS) market, Chinese vendors are aggressively scaling shipments, gaining market share, and climbing the value chain by deepening...
Tuesday 6 May 2025
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...