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Friday 2 May 2025
Intel and AMD reap nearly 30% of revenue from China, yet US semiconductor imports are just 3%—What's behind the discrepancy?
Washington's export controls and escalating US-China chip tensions have dominated headlines, but American semiconductor leaders continue to rely heavily on the Chinese market. In...
Friday 2 May 2025
Memory market soars as Samsung's DDR4 phase-out sparks supply squeeze and price surge
The memory market is seeing a sharp surge, fueled by rising contract prices since the second quarter and Samsung Electronics' move to phase out DDR4 modules, as revealed in communications...
Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Friday 2 May 2025
Taiwan's AI, semiconductor export growth remains strong despite US tariff hikes
Despite the recent tariff hikes by the US and the high degree of uncertainty surrounding supply chain relocation, one thing for certain is the demand for Taiwan's AI and semiconductors...
Friday 2 May 2025
OpenAI expands hiring in Asia amid tech industry trends and high tariff concerns
Market sources reveal that OpenAI is offering competitive salaries with numerous job openings in Singapore and Japan. Positions in Singapore cover areas such as sales and marketing,...
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Friday 2 May 2025
Setbacks for India's semiconductor ambitions: Tower Semiconductor, Adani, and Zoho projects stall
The Adani Group has paused discussions with Israel's Tower Semiconductor over a proposed US$10 billion semiconductor project in India, according to two people familiar with the matter,...
Friday 2 May 2025
Samsung chip earnings nosedive 62%: HBM edge ceded to SK Hynix?
Samsung Electronics beat expectations in the first quarter of 2025, posting revenue of KRW79.1 trillion (US$55 billion) and operating profit of KRW6.7 trillion. However, its Device...
Friday 2 May 2025
Amazon's AI ambition runs on self-designed silicon
Amazon is racing to redefine the future of AI—and it's building that future on silicon of its own design.
Friday 2 May 2025
MediaTek confident in long-term growth potential amid tariff uncertainties
MediaTek CEO Rick Tsai has delivered a strong message to stabilize the market amidst recent tariff-induced volatility. He stated that there have been no significant order adjustments,...
Friday 2 May 2025
Apple says it's TSMC Arizona's largest customer, braces for US$900M tariff impact
In the face of geopolitical turbulence, rising tariffs, and a radically shifting technology landscape, Apple has delivered a quarterly performance that was both steady and strategic...
Friday 2 May 2025
ASE sees double-digit growth in 1Q25 thanks to urgent testing and packaging orders
ASE Technology Holding, the global outsourced semiconductor assembly and test (OSAT) leader, benefited from urgent orders from customers in the first quarter, helping to maintain...
Friday 2 May 2025
Jensen Huang: Build at home, compete with Huawei, rethink AI export rules

Following a grand 100-day inauguration celebration in Michigan on April 29, U.S. President Donald Trump returned to Washington the next...

Friday 2 May 2025
Intel and UMC unite on 12nm to boost US chip supply

At Intel's Foundry Direct Connect 2025 event, United Microelectronics Corporation (UMC) and Intel executives shared the stage for the...