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Wednesday 5 February 2025
Global foundry market shows robust 22% growth in 2024
The global foundry industry concluded 2024 with a remarkable 22% growth compared to the previous year, marking a strong recovery and expansion phase after 2023. This growth was primarily...
Wednesday 5 February 2025
AI powers IC substrate market as 2025 recovery gradually takes shape
AI-powered applications reshaped the electronics manufacturing landscape in 2024, driving a resurgence for Taiwan’s leading IC substrate makers. Unimicron, Kinsus, and Zhen...
Wednesday 5 February 2025
APT eyes strong growth in demand for advanced packaging solutions
AblePrint Technology (APT), a supplier of pneumatic and thermal process solutions for semiconductor packaging, has reported significant sales growth in 2024, driven by strong demand...
Wednesday 5 February 2025
China fosters another IC unicorn as BYD fund moves in
As the spring begins for 2025, China's IC industry has seen a major injection of funding. Wuxi SJ Semiconductor has closed a financing agreement worth roughly US$700 million. This...
Wednesday 5 February 2025
CHPT expects strong 1Q25 sales driven by HPC chip load boards
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is poised to achieve its strongest-ever first quarter in 2025, propelled by robust orders for HPC chip...
Wednesday 5 February 2025
Major IC distributors brace for potential tariffs as Trump revives trade war tactics
Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to...
Wednesday 5 February 2025
TSMC's first US board meeting: spotlight on leadership shakeup and fab expansion
TSMC is gearing up to hold its first-ever board meeting in the US on February 11, 2025. The board will convene to announce senior management promotions, update progress on facility...
Wednesday 5 February 2025
Xi's careful reply to Trump tariffs shows China has more to lose
The first volleys in the latest US-China trade war made clear that Jinping Xi is taking a more cautious approach than during Donald Trump's first term.
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD warns of a weaker-than-expected 1Q25 data center outlook amid Nvidia's AI dominance
Despite a strong performance in its financial performance, AMD expects first-quarter data center sales that may fall short of expectations, raising doubts about AMD's competitiveness...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Wednesday 5 February 2025
Japan tightens export controls on semiconductors and quantum tech, drawing criticism from China
Amid the rapid development of dual-use technologies, the Japanese government has announced intensified regulatory measures on critical technology exports. On January 31, 2025, Japan's...