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Tuesday 22 July 2025
NXP signals soft outlook; TI may strike similar tone as auto, industrial chip markets struggle
NXP Semiconductors posted a second-quarter revenue decline and cautious guidance for the third quarter, reinforcing concerns over lingering weakness in the automotive and industrial...
Tuesday 22 July 2025
NXP posts soft 2Q25, guidance fails to impress as growth headwinds persist
NXP Semiconductors reported a steeper-than-expected year-on-year revenue decline in the second quarter and issued a lukewarm third-quarter forecast, underscoring ongoing weakness...
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
China solar companies push for government intervention as prices surge after months of losses
Chinese solar manufacturers have orchestrated sharp price increases across the industry supply chain after reporting widespread losses, with government backing for production curbs...
Monday 21 July 2025
China weighs deeper solar export curbs as Taiwan faces supply squeeze
China's leading solar manufacturers are signaling fresh production and pricing restrictions reminiscent of late 2024 measures, according to supply chain sources. Beijing has already...
Monday 21 July 2025
Taiwan concrete maker Goldsun rides chip factory boom with earthquake-resistant materials
TSMC's rapid facility expansion is driving demand beyond equipment suppliers to construction materials providers. Goldsun Building Materials, Taiwan's largest concrete manufacturer,...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
AI server growth lifts ABF market, while BT substrates struggle with supply constraints

A surge in demand for ABF substrates driven by AI applications has created ripple effects across the semiconductor packaging supply chain...

Monday 21 July 2025
TSMC pledges prudence as it pursues US$165b US expansion
Taiwan Semiconductor Manufacturing Co. (TSMC) will remain prudent about spending this year while expanding globally to meet surging AI chip demand, as the chipmaker grapples with...
Monday 21 July 2025
Meta-backed OCP pushes open alternative to closed AI hardware ecosystem
As surging demand threatens to fragment the supply chain into costly proprietary silos, the Open Compute Project,...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Saturday 19 July 2025
Nvidia explores SOCAMM deployment for next-gen AI systems
Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential...