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NEWS TAGGED 2025
Wednesday 11 June 2025
Rare earth magnet shortage poses risk to India's EV ambitions
A prolonged disruption in rare earth magnet supplies could slow down India's electric vehicle (EV) rollout and impact the broader automobile industry, according to a recent assessment...
Wednesday 11 June 2025
AMD nears 40% server market share in 1Q25, poised to match Intel in 2026
In 2017, AMD held nearly zero market share in the server processor segment. After CEO Lisa Su implemented a comprehensive platform strategy overhaul, AMD set ambitious goals for annual...
Wednesday 11 June 2025
Nintendo’s Switch 2 ignites IC order boom for Taiwan’s design houses
Nintendo's highly anticipated Switch 2 has officially launched to an extremely enthusiastic response across Europe, the US, and Japan. Retail channels report being "highly optimistic"...
Wednesday 11 June 2025
Why chipmakers are skipping Japan
As nations worldwide race to attract semiconductor manufacturing, most have rolled out sweeping tax incentives targeting the industry. According to a 2025 policy proposal from the...
Wednesday 11 June 2025
China's 10 rare earth powerhouses driving 70% of global supply

In April 2025, China imposed new export restrictions on seven critical mid-to-heavy rare earth elements—samarium (Sm), gadolinium (Gd),...

Tuesday 10 June 2025
MSI to ramp AI server shipment in 2H25; US plant to begin operation in 3Q25
Micro-Star International (MSI) held its annual shareholders' meeting on June 10, 2025, with chairman Joseph Hsu outlining cautious optimism for 2025 despite lingering global and operational...
Tuesday 10 June 2025
TSMC May revenue hits NT$320.5 billion, YTD sales up over 42% amid strong AI demand
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of NT$320.52 billion (US$9.86 billion) for May 2025, down 8.3% from April but up 39.6% compared to May...
Tuesday 10 June 2025
Japanese teleco giant pivots to photonic networks in bid for global tech relevance
Japanese telecommunications company NTT is repositioning itself as a next-generation infrastructure provider, betting on optical communications and quantum technologies to regain...
Tuesday 10 June 2025
OpenAI annualized revenue doubles to US$10B, eyes profitability by 2029
OpenAI's annualized revenue reached US$10 billion as of June 2025, nearly doubling from US$5.5 billion at the end of 2024, according to reports from CNBC, the
Tuesday 10 June 2025
Tariffs, currency swings, and inventory risks weigh on Taiwan's IC sector outlook
After a front-loaded surge in shipments driven by tariff fears and early stockpiling, Taiwan's IC distributors are facing a much more uncertain second half of 2025. A cocktail of...
Tuesday 10 June 2025
WWDC 2025: Cosmetic upgrades, but AI questions linger
Apple's Worldwide Developers Conference (WWDC) 2025, held on June 9, marked the debut of a new design language called "Liquid Glass" and introduced updates across its software platforms,...
Tuesday 10 June 2025
San Fu unveils seven strategies to ride semiconductor wave and expand overseas
Taiwan-based San Fu Chemical unveiled a broad seven-point strategic roadmap at its annual shareholder meeting on June 9, 2025, signaling the company's intent to deepen its footprint...
Tuesday 10 June 2025
Tariffs drive 2Q25 panel market volatility: Innolux and AUO May revenues show slight fluctuations
The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%...
Tuesday 10 June 2025
Chinese tech giants pivot to local memory suppliers as trade tensions persist
China's largest cloud and internet companies are implementing backup supply chain strategies as bilateral trade uncertainties continue. Baidu Inc., Alibaba, Tencent and Huawei have...
Tuesday 10 June 2025
Edge AI stalls, cloud AI soars: a new divide in Taiwan’s chip industry
Taiwan's IC design firms remain optimistic about the long-term trajectory of artificial intelligence (AI), but their outlook for the second half of 2025 has turned markedly cautious...