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NEWS TAGGED 2024
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...
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...
Monday 28 April 2025
Kemflo sees strong growth across core sectors, eyes expansion in the automotive market

Kemflo Group, a leading player in the water purification, metal products, and industrial water treatment sectors, is on track for a record-breaking...

Sunday 27 April 2025
China reportedly plans mega-merger of chip toolmakers—from 200 players to merely 10
China is pushing forward a major consolidation plan to restructure its fragmented semiconductor equipment sector, reportedly cutting more than 200 domestic firms down to just 10 core...
Sunday 27 April 2025
AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses
AmTRAN Technology's shipments to the US constitute about 30% of its revenue. The company is presently benefiting from a temporary 90-day suspension of reciprocal tariffs, with only...
Saturday 26 April 2025
TSMC defies margin pressure as second-tier foundries slip
TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...
Friday 25 April 2025
China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp...

Friday 25 April 2025
Asus secures AI server advantage with strategic US manufacturing move amid tariff risks
Asus's AI server business hit its five-fold revenue growth target a year early in 2024. By 2025, server operations are projected to contribute 15% of the company's total revenue....
Friday 25 April 2025
China's AMEC, Naura pour billions into chip gear to dismantle foreign tech reliance

As Washington tightens controls on semiconductor exports, China's top equipment makers—Advanced Micro-Fabrication Equipment (AMEC) and Naura...

Friday 25 April 2025
VinFast pivots to Asia with EV plants in India and Indonesia as losses widen
Vietnamese electric vehicle (EV) maker VinFast is shifting gears toward Asia, accelerating its expansion in the region with new manufacturing plants in India and Indonesia as its...
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...
Friday 25 April 2025
Why Trump's tariffs are helping China adapt instead of hurting it
US President Donald Trump's "reciprocal tariffs" have sent shockwaves through global markets, yet may be yielding unintended consequences. His strategy, championed in his bestselling...
Thursday 24 April 2025
Trump reciprocal tariff impact on server ODMs

Introduction

Thursday 24 April 2025
Cloud market braces for key Amazon earnings update amid lease cuts, supply snags, and tariff tensions
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
Thursday 24 April 2025
Samsung leads global gaming monitor market for six consecutive years, tops OLED monitor segment for the second time
In the global gaming monitor market, Samsung Electronics has maintained its position as the market leader for six consecutive years. Additionally, in the rapidly growing OLED monitor...