CONNECT WITH US
NEWS TAGGED 2024
Monday 8 September 2025
China's chip equipment makers close in: eroding Japan's share, eyeing US dominance
China's sustained investment in its semiconductor equipment ecosystem is starting to alter the global balance of power. Markets once controlled by US and Japanese giants are now being...
Friday 5 September 2025
Commentary: Advanced AI packaging driving semiconductor industry toward 'virtual integration'
Advanced packaging is rewriting the rules of the semiconductor industry. According to DIGITIMES Research, in 2024, global AI data center accelerators (covering GPUs and ASICs)...
Thursday 4 September 2025
Walmart drives record growth in electronic shelf label shipments
Electronic shelf labels (ESL) using e-paper technology have experienced rapid growth in the retail industry, propelled by Walmart's large-scale adoption since mid-2024. ESL shipments...
Thursday 4 September 2025
Why the US revoking TSMC’s Nanjing license may matter less than it seems
The US Commerce Department has told TSMC it will revoke the company's Verified End-User (VEU) status for its Nanjing factory by December 31, 2025. TSMC said on September 2 that the...
Thursday 4 September 2025
China’s AI server market surges to US$22B, set to top US$100B by 2029
China is ramping up efforts to build an integrated nationwide computing network as the global race for artificial intelligence (AI) intensifies. The State Council's "AI+" strategy...
Wednesday 3 September 2025
Korean brands dominate India's TV market as Xiaomi struggles to hold ground
South Korean manufacturers Samsung Electronics and LG Electronics continue to dominate India's television market, consolidating their positions as leading players in one of the world's...
Wednesday 3 September 2025
Tesla Model Y leads EV sales in Taiwan despite overall vehicle market decline
Electric vehicles (EVs) accounted for 8.3% of total vehicle sales in Taiwan in 2024, with registrations nearing 110,000 units nationwide as of now. Tesla dominates the EV market,...
Wednesday 3 September 2025
Tokyo Electron expands India footprint as Japan ups chip investment
Tokyo Electron has announced plans to open new offices in India to support the country's growing chip industry. According to ANI and the Economic Times, senior executives...
Wednesday 3 September 2025
The four structural hurdles hampering China's AI GPU sector
Nvidia CEO Jensen Huang's lobbying efforts for the H20 GPU and the company's upcoming Blackwell-based custom chips have drawn wide attention. But in China's GPU market, Nvidia and...
Wednesday 3 September 2025
South Korean semiconductor firms look to India, led by Samsung's expanding R&D presence
South Korea's semiconductor push into India is being spearheaded by major players such as Samsung Electronics, while smaller firms have shown limited investment despite growing int...
Wednesday 3 September 2025
China's industry sector expects further moves as TSMC loses US waiver for equipment use at Nanjing fab
TSMC has become the latest chipmaker to lose its exemption to use US semiconductor equipment in China, following similar moves against South Korea's Samsung Electronics, SK Hynix,...
Tuesday 2 September 2025
China's GPU dream runs hot: Huawei, SMIC surge while Cambricon calls for calming down
China's drive to develop a homegrown GPU ecosystem is accelerating, but industry leaders warn of overheating and deep-seated bottlenecks. Cambricon Technologies, frequently portrayed...
Tuesday 2 September 2025
BYD's quarterly revenue drops 30%, highlighting the growing importance of overseas markets
BYD's financial report reveals a 30% year-over-year decline in profit for the second quarter of 2025. This drop not only fell short of market expectations but also marked the first...
Monday 1 September 2025
APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026
Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module...
Friday 29 August 2025
Notebook shipment update, July 2025

Introduction