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Thursday 1 May 2025
Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next
Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing power than Nvidia's NVL72 system but at the expense of significantly higher energy use and staffing requirements.
Thursday 1 May 2025
MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026
MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and expanding market trend.
Wednesday 30 April 2025
Smartphone strength cushions Samsung's 1Q25 chip slump
Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion. Despite ongoing struggles in its semiconductor business, strong smartphone sales significantly contributed to the company's quarterly performance.
Wednesday 30 April 2025
China's GalaxyCore rides high-pixel boom to triple profit, targets AI glasses, automotive vision next

GalaxyCore Inc. reported its 2024 earnings on April 28, posting annual revenue of CNY6.383 billion (approx. US$875 million), a 35.9% increase from the previous year. Net profit attributable to shareholders soared 287.2% to CNY187 million, while EBITDA rose 107.1% to CNY1.415 billion.

Wednesday 30 April 2025
NXP leverages strategic acquisitions and regional strengths to drive long-term growth amid tariff uncertainties
NXP Semiconductors is sharpening its global competitive edge through a series of strategic acquisitions and regionally aligned operations, CEO Kurt Sievers said during the company's first quarter 2025 earnings call on April 29. He framed the recent acquisitions of Kinara, Aviva, and TTTech Auto as part of a broader offensive strategy aimed at enhancing product differentiation, particularly in the Automotive and Industrial sectors.
Wednesday 30 April 2025
Intel Foundry executive: customers need more foundry options; Intel strives to earn their trust
Intel is undergoing a major transformation, with its foundry business embodying the "Made in America" mission supported by US President Donald Trump. Naga Chandrasekaran, Intel's EVP and general manager of Intel Foundry Technology and Manufacturing organization at Intel, stated that integrating customer feedback into technology development and fostering close collaboration will be central to Intel's future growth.
Wednesday 30 April 2025
Intel advances 18A, 14A nodes to anchor US foundry strategy

At its inaugural Intel Foundry Direct Connect 2025 event on April 29 in the US, Intel laid out its vision for reclaiming semiconductor leadership—anchored by next-generation 14A and 18A process nodes, advanced packaging integration, and a fortified ecosystem of design and manufacturing partners.

Wednesday 30 April 2025
Outpaced and overbuilt: Intel’s $20B crisis
For five consecutive quarters through the first quarter of 2025, Intel Corporation has grappled with a staggering cumulative net loss of US$19.57 billion, marking the most protracted period of sustained losses in the company's history since 1990.
Wednesday 30 April 2025
K&S partners with Taiwanese semiconductor leaders in advanced packaging push

Despite flat demand for most consumer electronics chips and a muted outlook for traditional wire bonding and packaging equipment, Singapore's semiconductor packaging equipment giant Kulicke & Soffa (K&S) has confirmed its close collaboration with Taiwan's semiconductor foundry leaders in the advanced packaging field for high-end chips.

Tuesday 29 April 2025
NXP witnesses falling performance, announces CEO transition
NXP Semiconductors released its first-quarter 2025 financial results, reporting revenue of US$2.84 billion, a 9.3% decline compared to the same period last year but aligned with the midpoint of its guidance. The company also announced that President and CEO Kurt Sievers will retire at the end of 2025, with Rafael Sotomayor named his successor.
Tuesday 29 April 2025
Cadence sees fresh opportunity as Intel warms up
Cadence's first-quarter results highlight its resilience and strategic expansion into new growth areas. Strong recurring revenue and stable margins position the company to navigate global uncertainties, while investments in IP, AI tools, and deeper ties with Intel and China support its cautious yet deliberate push beyond core software and services.
Tuesday 29 April 2025
Cadence reports strong 1Q25, raises full-year outlook
On April 28, Cadence reported robust first-quarter 2025 results, with revenue up 23% year-over-year to US$1.24 billion, driven by strong demand for its AI-enabled design tools. The company also raised its full-year earnings and revenue outlook, boosting investor confidence and lifting shares in after-hours trading.
Tuesday 29 April 2025
Mature chip processes most vulnerable in Trump's tariff storm
Taiwan's semiconductor industry has temporarily escaped US President Donald Trump's sweeping tariff measures announced earlier this month, but industry insiders warn that systemic risks could still impact the sector as global trade tensions escalate.
Tuesday 29 April 2025
Singapore seeks assurances on AI chip access in US talks
Singapore's Deputy Prime Minister and Minister for Trade and Industry, Gan Kim Yong, held a phone call with US Commerce Secretary Howard Lutnick on April 25, 2025 to address the critical issue of Singapore's access to advanced artificial intelligence (AI) chips and semiconductors, as the United States implements new tariffs and tightens export controls.
Monday 28 April 2025
China's Wingtech cuts loose ODM drag, races toward semiconductor pure play
Wingtech Technology announced its 2024 full-year and 2025 first-quarter results on April 25, underscoring an accelerated shift toward its semiconductor business. Wingtech posted 2024 revenue of CNY73.598 billion (US$10.1 billion), up 20.23% compared to the previous year, while swinging to a net loss of CNY2.833 billion due to impairments tied to its product integration (ODM) business after being added to the US Entity List.
Monday 28 April 2025
Synopsys discusses SEA IC design: Singapore attracts major players, Malaysia sees rising contenders
Synopsys country manager for Singapore, Malaysia, and Vietnam, Adrian Ng, shared insights with DIGITIMES on the development of the IC design industry in Singapore and Malaysia.
Monday 28 April 2025
In-depth: Jensen Huang's China trilogy—a 30-year strategic game
In April 2024, Jensen Huang participated in a critical gathering at a five-star hotel in Beijing, which would determine whether Nvidia could continue its operations in the Chinese market. Known as the "AI godfather," the Silicon Valley legend now finds himself at a geopolitical crossroads. Looking back over the past 30 years, his story in China unfolds like a trilogy intertwining business, politics, ideals, and reality.
Monday 28 April 2025
China's Cambricon rides DeepSeek wave, but dethroning Nvidia is still a long shot
Following the Trump administration's regulation of Nvidia's China-specific H20 chips, Cambricon Technologies—billed as China's first domestic AI chip stock—delivered standout results. In the first quarter of 2025, Cambricon reported revenue of CNY1.111 billion (approx. US$152.2 million), a 4,230% year-over-year surge. First-quarter revenue nearly matched its entire 2024 total of CNY1.174 billion.
Monday 28 April 2025
Nvidia scraps modular GB300 redesign to fast-track production

Server suppliers confirm GB300 will retain the GB200's Bianca architecture, abandoning a planned redesign that promised expanded business for component makers.

Friday 25 April 2025
Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth
Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's forecast excludes tariff impacts, which remain unpredictable, yet initial effects appear more beneficial than detrimental.
Friday 25 April 2025
STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery in demand for automotive and industrial semiconductors. However, weaker-than-expected gross margin guidance and the absence of a full-year outlook tempered optimism, leaving analysts divided over whether the uptick reflects genuine demand or a short-term boost from tariff-related inventory moves.

Friday 25 April 2025
MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show
The 2025 Shanghai Auto Show has become a focal point for technological competition, as chip manufacturers present advanced platforms that significantly enhance vehicle intelligence. Industry titans such as MediaTek, Nvidia, Intel, and leading domestic IC design houses including Black Sesame Technologies and SemiDrive are forging strategic alliances, signaling the end of solitary competition and the dawn of a new era defined by collaborative innovation.
Friday 25 April 2025
Intel to continue boosting in-house chip production, braces for tariff impacts
In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake processors. Intel is deepening its partnership with TSMC for Nova Lake production while aiming to produce 70% of Panther Lake dies in-house on Intel 18A to boost internal foundry output.
Friday 25 April 2025
Intel Foundry sales rise, losses narrow as company unveils major cost-cutting plan
Intel reported first-quarter revenue of US$12.67 billion, a 0.4% decline from the previous year, with a gross margin of 36.9% compared to 41.0% in the first quarter of 2024. Operating income fell 71.8% to US$301 million. Intel's research and development expenses dropped significantly by 17% to US$3.64 billion, reflecting cost-cutting measures.
Friday 25 April 2025
Intel CEO mandates four-day office return, flattens org to revive innovation
On April 24, Intel Corporation's CEO, Lip-Bu Tan, sent a company-wide email outlining significant organizational changes following the latest earning results announcement. The memo, addressed to all employees, detailed a strategic overhaul aimed at revitalizing the tech giant amid a challenging macroeconomic environment.