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Wednesday 30 April 2025
Nissan to close Wuhan plant, cutting China factories from 6 to 4
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Wednesday 30 April 2025
Made in America, delayed by parts
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Tuesday 29 April 2025
Flex bolsters US manufacturing to power data center boom
Flex has ramped up its US manufacturing capacity to address the escalating demand for data center power solutions, driven by the AI boom. The company announced a significant expansion...
Tuesday 29 April 2025
Google sees cloud demand surpass capacity, AI now powers over 30% of code development
Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...
Monday 28 April 2025
How US chip equipment makers could shield US$10B in China sales from tariffs
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...
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
Trump reciprocal tariff impact on IPC industry

Introduction

Friday 25 April 2025
NB Industry accelerates global shift despite US overtures to China
Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands...
Friday 25 April 2025
Why Singapore is the launch pad for AI: SYSTEX Asia chief explains
Singapore is investing SGD150 million (US$114.2 million) in a government-led "Enterprise Compute Initiative" to boost enterprise computing capacity and accelerate advanced AI development...
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
Texas Instruments navigates uncertainty with strong results and optimistic outlook
Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...
Thursday 24 April 2025
Sk Hynix completes validation for CXL-based DRAM module, boosting server capacity
SK Hynix has completed customer validation for its 96GB Compute Express Link (CXL) Memory Module, a DRAM solution that has attracted significant industry attention for its potential...
Wednesday 23 April 2025
AWS reportedly follows Microsoft in slowing data center expansion amid economic uncertainty
Due to rising economic uncertainties, Amazon Web Services (AWS) has reportedly paused some data center leasing negotiations, indicating a cooling demand for artificial intelligence...
Tuesday 22 April 2025
Samsung to end DDR4 module production by 2025
Samsung Electronics is accelerating the industry's transition away from DDR4 memory, having informed PC manufacturers that it will discontinue DDR4 modules by the end of 2025, with...
Monday 21 April 2025
PlayNitride eyes stronger 2025 as microLED enters mass production phase
PlayNitride anticipates a stronger operational and financial performance in 2025, driven by the commercialization of microLED technology and growing customer demand. The company expects...