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NEWS TAGGED 2024
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

Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Thursday 28 August 2025
South Korea emerges as drone industry contender amid de-China trends
As geopolitical factors and the demand for technological sovereignty shake up the global drone industry, South Korean drone companies are now emerging as alternatives to Chinese manufacturers,...
Thursday 28 August 2025
From private cloud to private AI: VMware targets next AI goldmine
Broadcom-owned virtual cloud software giant VMware officially kicked off its annual Explore event in Las Vegas. In 2024, its AI developments were only discussed in interviews after...
Thursday 28 August 2025
Xiaomi vs. Gree: How a US$140m bet turned into China's biggest appliance showdown
In 2013, at China's Annual Economic Person of the Year awards, Xiaomi founder Lei Jun publicly wagered with Gree Electric Appliances chairwoman Dong Mingzhu that if Xiaomi's revenue...