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Monday 7 April 2025
GMI projects strong AI growth under uncertain global economic changes, expands automotive market
IC distributor GMI Technology (GMI) has stated that the first half of 2025 will be shaped by ongoing global political and economic changes, as well as the impact of tariff policies...
Monday 7 April 2025
PVI expands production capacity, expects 40% revenue growth in 2025
As a leader in advanced processes and the CoWoS and SoIC advanced packaging supply chain, Praise Victor Industrial (PVI) is benefited from the ongoing semiconductor expansion wave,...
Monday 7 April 2025
RTX 50 laptops arrive, but will they jolt flatlining PC market?
Nvidia's long-awaited RTX 50 series gaming laptops have finally hit the market, stirring modest activity in an otherwise stagnant notebook supply chain. However, with early models...
Monday 7 April 2025
The Great Tech Reset 6: China's balance of nationalism and economics
Over the past fifty years, China has driven its national progress through two key forces: economic growth and nationalism. Its rapid economic expansion has not only reshaped Chinese...
Saturday 5 April 2025
Microsoft's AI outlook faces noise: An isolated case or a market reflection?
Microsoft has experienced significant momentum in the past two years due to GenAI, but recent signals indicate a shift towards cautiousness. Despite previously emphasizing urgent...
Saturday 5 April 2025
Apple's China pivot threatens LG's display and camera stronghold
As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and...
Saturday 5 April 2025
Outmaneuvering Huawei and Tesla: How Momenta quietly claimed China's auto-driving crown
As Tesla and Huawei continue to dominate headlines in China's autonomous driving race, another player is quietly reshaping the landscape. Founded in 2016, Momenta has captured more...
Friday 4 April 2025
Uncertainty in BBU and EDLC design may delay GB300 launch
Nvidia's high-end AI server, the GB300, made its official debut along with its peripheral components at Nvidia GTC 2025, with release expected in the third quarter. Market rumors...
Thursday 3 April 2025
US imposes 10% blanket tariff starting April 5; Taiwan, Asia exporters face country-specific rates up to 49%
The White House has announced a significant shift in US trade policy, asserting that access to the American market is "a privilege, not a right." The Trump administration emphasized...
Thursday 3 April 2025
Taiwanese chip manufacturers are optimistic about the telecom market recovery with Wi-Fi 7 adoption in 2025
The demand for telecom chips is one of the relatively stable applications driving recovery momentum in 2025. So far, Taiwanese chip manufacturers maintain a positive outlook for the...
Thursday 3 April 2025
CHPT targets record 2025 revenue on AI mobile chip surge
Chunghwa Precision Test Tech (CHPT) anticipates strong growth throughout 2025, driven by increasing demand for AI-driven high-performance computing and a key mobile application processor...
Thursday 3 April 2025
AUO Display Plus, E Ink to kick off large-format ePaper production by late 2025
AUO Display Plus, a subsidiary of AUO, and E Ink Holdings have signed a term sheet to form a joint venture focused on scaling up the production of large-format ePaper modules. Backed...
Wednesday 2 April 2025
Vivo swerves EV hype for home robots as China ages
Vivo, China's top smartphone brand from 2021 to 2024, is making a surprising pivot into the home robotics market. While global tech giants double down on electric vehicles (EVs) amid...
Wednesday 2 April 2025
Ethereum's Pectra upgrade, market dynamics, and the broader tech ecosystem
The Pectra upgrade will redefine Ethereum. One of its key features is account abstraction for wallet management and user experience improvement. This article discusses how that could...
Wednesday 2 April 2025
Is Solana the future of DeFi?
Solana is fast. That's the first thing anyone will tell you. Where Ethereum stumbles under its own weight—transactions bottlenecked, fees piling up—Solana keeps moving...