CONNECT WITH US
NEWS TAGGED MARKET
Friday 18 July 2025
MediaTek's C-X1 takes market by storm to fuel 2026 revenue
MediaTek has collaborated with NVIDIA since 2023 in developing automotive chips, and the partnership since then has extended into various application fields. Their new C-X1 chip is...
Friday 18 July 2025
China subsidies losing steam in attempt to rescue flopping smartphone market
It was previously expected that China's consumer subsidies would offset the smartphone demand decline in the US caused by the reciprocal tariffs. However, the actual subsidy impact...
Thursday 17 July 2025
TSMC raises 2025 US dollar revenue growth forecast to 30% amid tariff and currency relief
Despite ongoing uncertainties in the global market, including tariffs and consumer electronics conditions, TSMC chairman C.C. Wei stated that no significant changes in client behavior...
Thursday 17 July 2025
From oil to algorithms: Nvidia's rise marks shift in global power structure
A major power shift is underway in the global industrial landscape. Once dominated by financial and energy giants, especially in the early 2000s, the world's top companies by market...
Thursday 17 July 2025
Polarizer makers face mounting cost pressures as PET shortages persist
Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources...
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM),...
Thursday 17 July 2025
Nvidia CEO disclaims US-China trade and export policy influence
During his July 16, 2025, visit to China, Nvidia CEO Jensen Huang addressed questions about the US H20 chip ban and the US-China tech conflict. He said he had not changed his position...
Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...
Thursday 17 July 2025
H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market,...
Thursday 17 July 2025
Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang
On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20...
Thursday 17 July 2025
Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets
Recent market rumors suggest that Huawei has begun supplying small quantities of its own AI chips to potential customers in Southeast Asia and the Middle East as a trial. Many observers...
Thursday 17 July 2025
Siemens eyes Samsung’s IP weak spot—could it unsettle the Synopsys-Cadence duopoly?
In a strategic move to disrupt the duopoly of Synopsys and Cadence in the electronic design automation (EDA) market, Siemens is reportedly launching an intellectual property (IP)...
Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...
Wednesday 16 July 2025
LG enters hybrid bonding tool race, challenging Samsung and Hanwha
LG Electronics is making a bold push into the high-end semiconductor equipment market, setting its sights on hybrid bonding (HB) tools, critical for producing next-generation high-bandwidth...
Wednesday 16 July 2025
Meta doubled down on AI infrastructure, Foxconn, Taiwan supply chain ride the cocktail
Meta is turbocharging its bet on artificial intelligence, with CEO Mark Zuckerberg revealing plans to invest hundreds of billions of dollars in building large-scale AI infrastructure...