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Wednesday 5 November 2025
AMD’s AI growth story: how OpenAI became both catalyst and concern
OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments,...
Wednesday 5 November 2025
AMD hits record quarter as AI boom lifts all chips—except those bound for China
On November 4, AMD reported record results for the third quarter of 2025, driven by strong demand in the data center and client computing segments, which underscore the company's...
Wednesday 5 November 2025
Apple’s MacBooks shine in a dull PC market
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...
Wednesday 5 November 2025
HannStar Board revenue jumps 33% as company plans Malaysia expansion to offset margin decline
HannStar Board's revenue skyrocketed in the first three quarters of 2025, jumping 33% year-over-year after its April merger with Japanese PCB maker Lincstech.
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...
Wednesday 5 November 2025
Star Fusion pivots from gaming to semiconductors and energy
Softstar Entertainment has actively pursued diversified transformation in recent years, expanding its business scope from gaming into semiconductors, IC design, and the food and beverage...
Tuesday 4 November 2025
European and US IDMs see slow recovery in automotive and industrial control
Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the...
Tuesday 4 November 2025
VIS profit slumps to six-quarter low, eyes orders from TSMC's mature-node transition
Taiwan-based foundry Vanguard International Semiconductor (VIS) reported a sharp profit decline in the third quarter of 2025 despite steady revenue growth. Net income fell 20% from...
Tuesday 4 November 2025
Apple enters top five brands in India for the first time as iPhone 17 demand soars; MediaTek retains 46% share in smartphone chipsets
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...
Tuesday 4 November 2025
Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand
Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products...
Tuesday 4 November 2025
HPC and smart power reshape auto semiconductor market
The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...
Tuesday 4 November 2025
Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net...
Tuesday 4 November 2025
India launches end-to-end silicon carbide semiconductor plant in Odisha
Odisha marked a significant milestone in its electronics manufacturing journey as Chief Minister Mohan Charan Majhi performed the groundbreaking ceremony for SiCSem's silicon carbide...
Tuesday 4 November 2025
China localizes network infrastructure chips; Taiwanese IC design houses turn to the West

China's push for semiconductor self-sufficiency has extended to networking infrastructure, with Taiwanese IC design firms Realtek Semiconductor...

Tuesday 4 November 2025
Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and...