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Friday 21 March 2025
Chinese PCB material price hikes force Taiwan CCL makers to follow suit
Several Chinese suppliers of crucial PCB components, including copper-clad laminate (CCL) and glass fiber fabric, have recently announced price increases in response to global supply...
Friday 21 March 2025
Price war escalates in Chinese smart driving chip market as Qualcomm cuts prices and Nvidia responds
With the rapid development of smart driving technology, competition in China's electric vehicle (EV) market has intensified. Industry sources in China indicate that Qualcomm has cut...
Friday 21 March 2025
Taiwan central bank lowers 2025 growth forecast to 3.05%
Taiwan's central bank has lowered the country's economic growth outlook for 2025 to 3.05%, with the persistently strong demand for AI and other emerging technology applications continuing...
Friday 21 March 2025
GTC 2025: Nvidia hosts Quantum Day despite CEO's prior skepticism
Despite a previous statement saying quantum computers may require an additional two decades to become very useful, Nvidia CEO Jensen Huang arranged the first Quantum Day at its GTC...
Friday 21 March 2025
McKinsey to Taiwan tech: stop hoarding cash—buy your way into the future
McKinsey & Company says Taiwan's tech sector—including its semiconductor leaders—is undervalued in global markets, citing overly cautious business practices. The consultancy...
Friday 21 March 2025
Nvidia CEO dismisses ASIC threat as "noncompetitive" — but AI inference competition is heating up
At a GTC media roundtable, when pressed on whether application-specific integrated circuits (ASICs) threaten Nvidia's AI dominance, CEO Jensen Huang didn't mince words.
Friday 21 March 2025
Micron to pass on tariff costs to US customers
Micron's strong second-quarter earnings, driven by surging data center and HBM demand, signal a memory market recovery. Exceeding revenue estimates and forecasting continued growth,...
Friday 21 March 2025
Micron HBM revenue tops billion dollars amid expansion plans
Micron's HBM revenue exceeded US$1 billion this quarter. The company expects multibillion-dollar HBM revenue by 2025 and plans to start HBM4 production in 2026 while expanding capacity...
Friday 21 March 2025
As trade war escalates between two superpowers, Taiwan faces diminishing gray area
China's advancements in manufacturing and technology have posed a threat to the US, leading it to adopt strategies that utilize trade wars and technological conflicts to contain China's...
Friday 21 March 2025
Malaysian IC design houses awaiting details of Arm deal
The Malaysian government recently announced a technology licensing agreement worth US$250 million with silicon intellectual property (IP) powerhouse Arm. The deal aims to assist the...
Friday 21 March 2025
GTC 2025: MediaTek CEO reflects on decades-long partnership with Nvidia
MediaTek CEO Rick Tsai, ex-TSMC chief, shared his 30-year history with Nvidia's Jensen Huang at GTC 2025, spotlighting their evolving partnership from gaming to AI.
Friday 21 March 2025
China steel unit expands semiconductor business, eyes biomedical growth
Thintech Materials, a subsidiary of China Steel Corporation, is ramping up its semiconductor operations with expected significant growth by 2025, driven by target and evaporation...
Thursday 20 March 2025
Commentary: Nvidia GTC's Taiwan Night event offers clues as to why Jensen Huang adores Taiwanese suppliers
Nvidia's GTC conference hit a new high in scale this year, and CEO Jensen Huang told reporters this afternoon that he had already attended 13 events the day before. Still brimming...
Thursday 20 March 2025
Korean DDI supplier LX Semicon sees over 50% of sales from China due to strong demand from BOE
South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.
Thursday 20 March 2025
Shifted Chinese orders to boost Taiwan OSAT revenue starting 2Q25
The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms, which will enhance the sales performance of associated Taiwan-based...