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Friday 18 April 2025
Server and networking sectors drive chip order spike ahead of 90-day tariff window

Since the US government opened a 90-day window for reciprocal tariff exemption negotiations, the market widely expects a strong wave...

Thursday 17 April 2025
Global server supply chain status and analysis, 2023-2025
The surge in demand for AI servers, driven by the wave of AI trends, and the impact on the supply chain influenced by geopolitical factors, has made the supply chain deployment of...
Thursday 17 April 2025
TSMC denies Intel tie-up, announces CoWoS capacity doubling for 2025 AI boom
Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed the chipmaker's strong 2025 outlook during its latest earnings...
Thursday 17 April 2025
Boeing deliveries halted by China as trade tensions deepen
Chinese authorities have directed domestic airlines to stop accepting new Boeing aircraft deliveries, escalating tensions amid the ongoing US-China trade dispute, according to sources...
Thursday 17 April 2025
TSMC meets expectations in 1Q25 with a 35.3% YoY increase
Benefiting from the continued high demand for 5/4/3nm processes and strong customer orders, TSMC reported that despite being affected by an earthquake in January, its first-quarter...
Thursday 17 April 2025
Rebellions plants flag in Tokyo, eyes leadership in AI data centers
With its new Tokyo unit, AI chip startup Rebellions is positioning itself to play a pivotal role in Japan's burgeoning AI data center ecosystem. The company's local push comes as...
Thursday 17 April 2025
ASML to pass tariff costs to US customers, gain three High NA EUV customers
After disclosing that it would discontinue quarterly order reporting starting in the second quarter of 2025, ASML executives highlighted in their latest earnings call that tariff...
Wednesday 16 April 2025
Tariff uncertainty clouds outlook for seasonal tech demand and possible oversupply
Following the US government's imposition of broad reciprocal tariffs—targeting not only China but also nations like Vietnam and Thailand—many customers initially paused...
Wednesday 16 April 2025
Trump's tariff flip-flops rattle tech supply chains, cool US client demand
The Trump administration's erratic tariff policy has jolted the tech supply chain. Last week brought peak panic, with overloaded phone lines and a flurry of inquiries about alternative...
Wednesday 16 April 2025
TSMC hikes 4nm pricing; US clients scramble under tariff pressure
US President Donald Trump's sweeping new tariffs are already forcing semiconductor firms to rethink production strategies. Supply chain sources say high costs at TSMC's Arizona fab...
Wednesday 16 April 2025
Humanoid robot boom face production bottlenecks as demand outpaces capacity
The global humanoid robot sector is witnessing increasing momentum, fueled by intensifying US-China competition and notable advancements in Europe. However, despite growing market...
Wednesday 16 April 2025
ASML delivers 46% YoY revenue growth in 1Q, flags margin pressure ahead
ASML, the global leader in semiconductor lithography systems, posted a strong year-over-year revenue gain for the first quarter of 2025, alongside its highest gross margin in over...
Wednesday 16 April 2025
Google DeepMind pushes for faster ASIC design, energy efficiency to meet AI surge
As artificial intelligence accelerates across industries, the demand for high-performance computing fuels the rapid development of application-specific integrated circuits (ASICs)...
Wednesday 16 April 2025
Nvidia's China strategy set back by new US ban on H20 chip
Nvidia Corp. disclosed that the U.S. government has imposed new export restrictions on its H20 AI chip bound for China, a setback for a product line specifically developed to comply...
Tuesday 15 April 2025
DRAM prices climb amid tariffs; Nanya Tech eyes 2Q25 recovery
Nanya Technology, a memory manufacturer, reported a net loss of NT$1.941 billion (approx. US$60 million) in the first quarter of 2025, marking an expansion compared to the previous...