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Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...
Saturday 8 February 2025
SK Hynix reportedly appoints CPO Young-Sik Kim to lead Wuxi fab
SK Hynix's memory business in China faces numerous uncertainties due to the ongoing US-China conflict. Chief Production Officer (CPO) Young-Sik Kim will reportedly lead the Wuxi fab...
Friday 7 February 2025
Intel CEO position remains vacant; GF management reshuffle sparks speculation
As Intel's CEO position has remained unfilled for over two months, recent management changes at GlobalFoundries (GF) have sparked speculation. Dutch media outlet Bits & Chips...
Friday 7 February 2025
Renesas operating profit drops 43% in 2024 amid industrial slump
Renesas Electronics Corp., a leading Japanese semiconductor manufacturer, reported significant declines in revenue and profit for the fiscal year 2024 (January–December), primarily...
Friday 7 February 2025
Malaysia says chipmakers face minimal impact from US tariffs
New tariffs by the US on some countries will have a minimal impact on Malaysia's semiconductor exports, for now, according to Trade Minister Zafrul Aziz.
Friday 7 February 2025
Chinese AI chip suppliers work with DeepSeek to boost competitiveness
With the growing buzz surrounding DeepSeek, its website and application have seen a massive surge in traffic. The influx of new users has led to repeated "server busy" delays, raising...
Friday 7 February 2025
DeepSeek may help China achieve semiconductor self-sufficiency
The advent of DeepSeek is expected to promote China's goal of achieving self-sufficiency in semiconductor development, according to sources at semiconductor equipment companies.
Friday 7 February 2025
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of In Good Company—hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and CEO of ASML, delivered...
Friday 7 February 2025
Taiwan OSATs benefit from order transfers amid US-China tariff tensions
Following the resumption of US-China trade tensions under President Trump's administration, which imposed a 10% tariff on Chinese imports, along with former President Biden's tiered...
Friday 7 February 2025
OEMs rush chip orders ahead of potential US tariffs
OEMs have ramped up early component and processor purchases since late 2024, bracing for potential US tariff hikes, according to industry sources.
Friday 7 February 2025
DeepSeek leaves ASIC prospects unscathed as Taiwanese IC design houses wield proprietary IP
Chinese AI startup DeepSeek made a splash during the Lunar New Year, sparking a critical debate: Will advancements in AI model efficiency drive up or reduce demand for chip hardware?...
Friday 7 February 2025
Silicon Motion 2024 revenue surpasses expectations, eye strong 4Q25 recovery
Silicon Motion's 2024 financial performance exceeded market expectations, delivering US$836 million in revenue, representing a 26% increase from 2023. The company's gross margin rose...
Friday 7 February 2025
Microchip reports falling sales amid slowing global economy; revises capex plans downward
On February 6, US-based MCU and analog chip developer Microchip Technology released a fourth-quarter net sales prediction that did not meet the average estimates from analysts.
Friday 7 February 2025
Power semiconductor makers face OSAT relocation hurdles
The G2 semiconductor rivalry has intensified following President Donald Trump's return to office. While the power semiconductor industry continues to operate under the IDM model,...
Friday 7 February 2025
APEC targets AI-driven growth, pricing pressure persists amid stable demand
Advanced Power Electronics Co. (APEC) is targeting sustained revenue and gross profit growth through 2025, with a focus on improving gross margins and achieving double-digit revenue...