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Wednesday 5 February 2025
Major IC distributors brace for potential tariffs as Trump revives trade war tactics
Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
Chipmakers brace for uncertainty as Trump's tariff threats loom over semiconductor recovery
In a semiconductor industry that's been struggling with an oversupply of chips and weak demand, Infineon Technologies AG navigated its way through the turbulence and offered some...
Wednesday 5 February 2025
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Tuesday 4 February 2025
Samsung optimistic for 2025 with launch of Galaxy S25
Samsung Electronics (Samsung) has made pre-ordering for the Galaxy S25 series available in Taiwan. According to Jacob Chen, president of Samsung Taiwan's Mobile Communications Division,...
Tuesday 4 February 2025
Shein returns to India in partnership with Reliance under market-for-technology
Shein, the Chinese fast-fashion company, has returned to India nearly five years after a ban, partnering with Mukesh Ambani's Reliance Retail, highlighting India's adoption of a market-for-technology...
Tuesday 4 February 2025
Samsung bets on Galaxy S25 launch after weak mobile earnings
Samsung Electronics reported disappointing fourth-quarter 2024 results for its Mobile Experience (MX) and Network (NW) divisions, as new product sales failed to meet expectations...
Tuesday 4 February 2025
HTC's US$250 million XR deal with Google raises industry concerns
HTC has agreed to transfer its XR development team to Google for US$250 million, including non-exclusive licensing of its XR patents. This strategic move has sparked varied reactions...
Tuesday 4 February 2025
Rise of DeepSeek brings new opportunities, according to component suppliers
Component manufacturers foresee that the emergence of DeepSeek may attract the interest of additional enterprises engaged in innovative AI applications, stimulate the advancement...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Tuesday 4 February 2025
Samsung Display revenue falls amid smartphone slowdown, eyes AI-driven growth
According to the latest Samsung Display financial results for 2024, the panel provider registered sales of KRW29.2 trillion (US$19.99 billion), marking only the second time since...
Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...