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Monday 9 June 2025
Intel to enforce 50% gross margin rule, may halt low-profit projects
Intel is implementing a stricter profit policy as part of efforts to regain financial stability after years of declining margins. At the Bank of America Global Technology Conference,...
Saturday 7 June 2025
Sam Altman: AI agents will reshape business by 2026
At a recent summit hosted by US cloud database provider Snowflake, OpenAI CEO Sam Altman shared his vision for the future of artificial intelligence (AI), predicting that by 2026,...
Friday 6 June 2025
Microsoft CEO says OpenAI alliance changing but remains strong
Microsoft Corp. Chief Executive Officer Satya Nadella said his company's crucial partnership with OpenAI is changing, but remains strong.
Thursday 5 June 2025
SpaceX eyes FOPLP as Washington pushes chip packaging reshoring
Market sources report that SpaceX, the low-earth orbit satellite giant founded by Tesla CEO Elon Musk, is accelerating its expansion into fan-out panel-level packaging (FOPLP). The...
Tuesday 3 June 2025
Seventeen years of silicon trust: Foxconn bets deeper on Nvidia’s AI ascent
When Nvidia CEO Jensen Huang visits Taiwan, he commands rockstar-level attention as the "godfather of AI." At Foxconn's May 29, 2025, shareholder meeting, Chairman Young Liu leveraged...
Monday 2 June 2025
Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn
When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began...
Monday 2 June 2025
China’s AI shift favors inference—and domestic players
At Computex 2025, Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms race in AI infrastructure. According...
Saturday 31 May 2025
Arizon RFID maintains growth momentum despite currency volatility; Vietnam expansion on track
Arizon RFID Technology has moved swiftly to mitigate the effects of recent sharp fluctuations in exchange rates. CEO Louis Lin acknowledged that the appreciation of the New Taiwan...
Friday 30 May 2025
Acer eyes IPOs and heart rates as volatility lingers
Acer CEO Jason Chen, who also chairs subsidiary Weblink International Inc., addressed shareholders on May 28, 2025, noting that although market volatility triggered by President Trump's...
Friday 30 May 2025
MediaTek eyes $40B cloud ASIC bonanza as next growth engine
Taiwanese IC design leader MediaTek held its shareholders' meeting on May 29, 2025, where all proposals and votes proceeded smoothly. CEO Rick Tsai highlighted in the shareholder...
Thursday 29 May 2025
Foxconn sees three-year growth driven by AI, EVs
Taiwan's Foxconn Technology Group expects robust growth over the next three years from artificial intelligence, information technology, and electric vehicles, with the world's largest...
Thursday 29 May 2025
AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough
While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite...
Thursday 29 May 2025
Computex 2025 lacks spark, industry pushes for pragmatic AI innovation

The honeymoon phase is over

Thursday 29 May 2025
US reportedly targets EDA exports to China; vendors push back on disruption claims
China's semiconductor sector was abuzz in late May 2025 by reports that Siemens EDA received a notice from the US Bureau of Industry and Security (BIS) instructing it to halt all...
Wednesday 28 May 2025
China's AMEC races to build 20+ chipmaking tools in bid to shed US tech ties
As US-China tech decoupling deepens, Advanced Micro-Fabrication Equipment (AMEC), a top Chinese semiconductor equipment maker, is ramping up efforts to localize its supply chain and...