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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 Day to calendar year 2026, citing the uncertain economic environment. The postponement reflects the company's cautious approach amid current market uncertainties.

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 diffusion regulations. CEO Lisa Su emphasized the company's resilience in navigating tariff uncertainties and regulatory constraints, particularly impacting its data center GPU business. With a focus on AI infrastructure growth and strategic partnerships, AMD remains optimistic about its market position and long-term opportunities in the US$500 billion AI accelerator market.

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 client segments. The company also provided its revenue forecast for the second quarter, projecting continued growth but with some challenges in gross margins.

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 sparked by the Russia–Ukraine war. The majority of shipments were low-power Baikal-T chips, designed for embedded systems and telecom infrastructure, underscoring the company's emphasis on domestic, utilitarian computing needs.

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 exposure to potential US government scrutiny.

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 and Test (OSAT) facility in Assam, according to sources cited by The Economic Times.

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. The company is streamlining its portfolio, exiting non-core businesses, and boosting silicon carbide (SiC) wins in China's EV market to navigate the downturn.

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 ties with domestic smartphone brands. Armed with robust domestic foundry capacity across 40nm to 28/22nm nodes, these suppliers are now pushing into high-end CIS segments with ample supply and rising demand.

Monday 5 May 2025

Lip-Bu Tan's Intel: leaner, flatter, and betting big on packaging

Intel is undergoing its most sweeping transformation in decades under new CEO Lip-Bu Tan, who is steering the company away from the ambitious—but turbulent—era of Pat Gelsinger. Since taking the helm in early 2025, Tan has moved quickly to flatten Intel's management structure, tighten focus on customer needs, and realign the company around software-driven, AI-centric chip development.

Monday 5 May 2025

Indian smartphone market sees decline in shipments as Mediatek dominates chipset share, Apple gains premium traction

According to Counterpoint, India's smartphone market experienced a 7% year-over-year shipment decline in the first quarter of 2025, impacted by high inventory levels and fewer product launches. MediaTek led the chipset market with a 45% share, while Apple gained momentum in the premium segment, reflecting stronger demand for high-end devices despite cautious consumer sentiment.

Monday 5 May 2025

China leans on industrial policy, not tariffs, to fast-track domestic GPU ascendancy

As US-China tech tensions escalate, Washington's tightened export controls—particularly targeting Nvidia's H20 chips designed for the Chinese market—are deepening compute shortages for cloud services and AI model training. In response, Beijing is ramping up its "Xinchuang" initiative to foster domestic innovation, accelerating the adoption of homegrown GPUs and AI processors.

Monday 5 May 2025

Qualcomm clinches full Samsung S25 win, yet real growth rides on auto and AI bets

After delays, Samsung Electronics dropped its in-house Exynos 2500 from the Galaxy S25 lineup, opting instead to power the entire series with Qualcomm's Snapdragon chips, securing Qualcomm a full design win. Though Samsung still hopes to resurrect its Exynos line, Qualcomm's S25 win has yet to lift its broader financial performance significantly.

Monday 5 May 2025

Weekly news roundup: EUV leap, Intel reboot, Nvidia's China reckoning, and TSMC's AI power play

These are the top-read DIGITIMES Asia stories from the week of April 28 – May 4. From China's EUV light source milestone and Intel's turnaround push to Nvidia's evolving China strategy and TSMC's AI chip roadmap, the semiconductor sector saw a week of pivotal shifts.

Monday 5 May 2025

Silicon Motion optimistic about consumer recovery in second half of 2025 amid strong AI inference demand

Silicon Motion, a NAND controller provider, reported that its first-quarter revenue and profit almost met the high end of prior forecasts, largely due to increased demand for AI inference applications despite macroeconomic challenges. The company anticipates a strong recovery in the consumer market by the latter half of 2025, which is expected to sustain growth into the second quarter.

Friday 2 May 2025

Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?

Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In 2023, China drove 27% of Intel's global revenue, roughly US$14.6 billion, and 15% of AMD's, about US$3.4 billion. Nvidia reported China accounted for over 13% of its fiscal 2025 revenue, totaling approximately US$17 billion. Despite Beijing's push for self-reliance, these numbers highlight China's critical role for US chipmakers. However, Chinese customs data reveals a stark contrast, with US semiconductors comprising just 3% of China's total chip imports.

Friday 2 May 2025

Taiwan's AI, semiconductor export growth remains strong despite US tariff hikes

Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan's AI and semiconductors by the US and the rest of the world, allowing Taiwan to maintain a strong growth momentum.

Friday 2 May 2025

Nvidia braces for regulatory headwinds ahead of 1Q earnings

Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs threatening profit margins.

Friday 2 May 2025

Amazon's AI ambition runs on self-designed silicon

Amazon is racing to redefine the future of AI—and it's building that future on silicon of its own design.

Friday 2 May 2025

MediaTek confident in long-term growth potential amid tariff uncertainties

MediaTek CEO Rick Tsai has delivered a strong message to stabilize the market amidst recent tariff-induced volatility. He stated that there have been no significant order adjustments, and the company expects stable operations in the second quarter of 2025. Tsai remains confident that MediaTek's future growth potential will not be affected by short-term fluctuations.

Friday 2 May 2025

Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

Following a grand 100-day inauguration celebration in Michigan on April 29, U.S. President Donald Trump returned to Washington the next day to host a high-profile "Invest in America" event.

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.

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