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Feb 27
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like a gaming dip. Here's what's special about the numbers:
Micron Technology has delivered its sixth-generation 10nm DRAM samples ahead of schedule, pressuring Samsung Electronics as it struggles with yield issues and design adjustments. South Korean media, including ZDNet Korea and Seoul Economic Daily, report that Micron's 1γ DRAM shipments are outpacing market leader Samsung, raising industry concerns.
PCB industry braces for sustained pricing pressures
Mar 3, 12:37
The PCB industry is facing intense price competition, causing operational losses for companies like Career Electronic, Flexium Interconnect, and Uniflex Technology. Although a recovery in the global flexible printed circuit market was anticipated in 2024, weak consumer demand and ongoing price pressures have hindered progress. In contrast, niche manufacturers like Complex Micro Interconnection (CMI) are experiencing steady operational improvements.

In an op-ed published in Fortune, former Intel CEO Craig Barret argues that Intel's future lies not in breaking the company into separate design and manufacturing units, but in restoring strong, experienced leadership at its helm. Barret contends that the company's recent technological resurgence—evidenced by advancements like state-of-the-art 2nm technology, high NA EUV lithography, and innovative backside power delivery—demonstrates that Intel is poised to regain its leadership in semiconductor manufacturing.

As India emerges as a potential key player in the semiconductor industry, Tata Electronics' partner, Tokyo Electron, is contemplating establishing a manufacturing presence in India, reports the Economic Times.
Delta Electronics plans to expand the Indian market with industrial automation foray. Tata is expected to sign MoUs with semiconductor firms to enhance its chip capabilities.
Intel is further delaying the opening of a much-touted new semiconductor complex in Ohio, marking the latest setback to the chipmaker's expansion plans.
The UK has unveiled its most expansive round of sanctions yet targeting Russia, encompassing 107 new designations, among which are 10 companies hailing from China and Hong Kong. In a departure from previous measures, this latest blacklist incorporates a broader array of individuals and entities from regions beyond Russia, including so-called "third country" firms acting as intermediaries. According to Voice of America, legal experts studying Hong Kong's role in facilitating Russia's activities note that, while these steps are proactive, the implicated companies can dissolve within days, only to swiftly reemerge and resume their operations unabated.
These are the most-read DIGITIMES Asia stories from February 24 – February 27.
The Mobile World Congress (MWC) 2025 is to kick off in Barcelona, Spain. Each year at MWC, the two leading IC design companies, MediaTek and Qualcomm, present the latest trends in communication technology. This year, both companies are set to officially launch their promotion of the sixth generation (6G), making for an anticipated head-to-head battle.
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and rising demand for DeepSeek-driven products like H20, RTX 4090/5090, and H100/H200, revenues for the first quarter of fiscal 2026 are projected to potentially reach US$45 billion while maintaining a gross margin above 70%.
National Cheng Kung University's Crystal Research Center officially launched on the 26th, becoming the only academic institution in Taiwan capable of growing large-scale silicon carbide (SiC) crystals at ultra-high temperatures exceeding 2300°C. The center is supported by prominent companies such as Largan Precision and Delta Electronics, which have provided significant financial and equipment backing to accelerate the acquisition of advanced technologies.