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Tuesday 25 February 2025
Huawei Ascend 910C reportedly hits 40% yield, turns profitable; aims for 60% industry standard
Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable. The company aims to improve...
Tuesday 25 February 2025
DeepSeek boosts AI momentum in China as Biren Technology eyes Hong Kong IPO
Reports indicate that Chinese AI chip manufacturer Biren Technology is considering an initial public offering in Hong Kong with a target of raising US$300 million. The company is...
Tuesday 25 February 2025
Chroma ATE hits record 2024 profits, targets 2025 growth in semiconductors, AR glasses, and AI servers
Chroma ATE, Taiwan's leading supplier of automated testing and measurement equipment, achieved a milestone in 2024, posting its highest post-tax net profits in 40 years. Looking ahead...
Tuesday 25 February 2025
Japan govt to seek US tariff exemption for Rapidus' 2nm chips
The Japanese government will send officials to the US in March 2025 to discuss various tariff issues, including potential exemptions for the 2nm chips produced by Rapidus. They believe...
Tuesday 25 February 2025
What to know about Apple's US$500 billion investment in US semiconductor supply chain
Apple has unveiled an ambitious plan to invest over US$500 billion in the US over the next four years—a move designed to supercharge American innovation, high-skilled manufacturing,...
Tuesday 25 February 2025
Panjit eyes 35% automotive growth, plans Vietnam factory
Despite facing headwinds in the overall automotive market, Panjit continues to report impressive growth. Chief Operating Officer Edgar Chen stated that the company aims for an annual...
Tuesday 25 February 2025
AI GPU orders max out TSMC’s CoWoS capacity; IC testing firms booked through 2026
More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders...
Tuesday 25 February 2025
Taiwan supply chain giants converge at Nvidia GTC 2025
The annual Nvidia GTC conference will be held from March 17 to 21, 2025, in San Jose, California. Due to rapid upgrades in AI hardware and software and widespread applications, the...
Tuesday 25 February 2025
Taiwan-Asia Semiconductor scales back expansion amid industry headwinds, eyes overseas move
Taiwan-Asia Semiconductor (TASC) is sharpening its focus on energy storage and automotive applications, with subsidiaries Champ-Asia Semiconductor and ProAsia Semiconductor ramping...
Tuesday 25 February 2025
AI glasses market heats up as Taiwan suppliers face strategic crossroads
The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's...
Tuesday 25 February 2025
Nvidia indirectly fuels US-China GenAI rivalry as Grok 3 creates new waves
The emergence of China's DeepSeek has shocked the US market and impacted Nvidia's market value. Now, with the official launch of Grok 3 by xAI, a company founded by Tesla CEO Elon...
Tuesday 25 February 2025
TSMC's calculated waiting game in Trump 2.0 era
Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional...
Monday 24 February 2025
AI boom sends HBM demand soaring as Samsung eyes ASIC market shift
The global AI boom is set to keep high bandwidth memory (HBM) in short supply through 2025, as demand surges across AI and data-intensive applications, according to experts at SEMICON...
Monday 24 February 2025
Apacer forecasts NAND and DRAM price rebound by 2Q25 amidst shifting market dynamics
Apacer CEO C.K. Chang believes that the drop in NAND Flash and DRAM prices is almost over, with little room for further declines. Prices are expected to rise in the second quarter,...
Monday 24 February 2025
Faraday's 1Q25 revenue is expected to increase by 150% quarterly, but gross margin may drop to 20%
On February 21, leading ASIC design service and silicon intellectual property (IP) provider Faraday held its earnings call. The company's fourth quarter of 2024 gross margin declined...