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Thursday 6 February 2025
Malaysia braces for impact of Trump's tariff plans amid reliance on China and US chip market
While Malaysia is not a direct target of Donald Trump's tariff war against trading partners, the Southeast Asian nation is concerned about potential impacts and is advocating for...
Thursday 6 February 2025
AI server boom fuels Murata's MLCC sales and profit rebound
Murata Manufacturing posted a consolidated operating profit of JPY234.1 billion (US$1.508 billion) for the April–December 2024 period, reflecting an 8.9% increase compared to...
Thursday 6 February 2025
Audix sets record gross margin on manufacturing continuous growth
Taiwan-based Audix reported a consolidated revenue of NT$5.168 billion (US$156.5 million) for 2024, marking a 30% decrease compared to the previous year. In its product portfolio,...
Wednesday 5 February 2025
Samsung, SoftBank, OpenAI in talks on AI, data centers, and mobile strategy
Samsung Electronics Chairperson Jae-Yong Lee, OpenAI CEO Sam Altman, and SoftBank Group Chairperson Masayoshi Son met to discuss the Stargate Project, AI collaborations, and mobile...
Wednesday 5 February 2025
China reportedly weighs antitrust probe into Intel following Google investigation
On February 4, 2025, Chinese regulators revived their antitrust investigation into Google, following a similar probe into Nvidia announced in December 2024. The move came after Washington...
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...