The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
OSAT leader ASE expects to enjoy a particularly strong first quarter of 2025, thanks to an influx of urgent orders for AI and PC applications. Advanced packaging is expected to drive...
Novatek Microelectronics, Taiwan's leading display driver IC (DDI) maker, reported a fourth-quarter 2024 revenue of NT$25.263 billion (US$768 million), marking a 9.34% sequential...
China's semiconductor equipment purchases are expected to decline in 2025 after three years of growth, according to Canadian research firm TechInsights. The decline comes amid industry...
Cisco Systems reported robust financial results with a 9% revenue increase to US$14 billion, driven by heightened demand for networking infrastructure and strategic execution of its...
Major South Korean companies saw their revenue from the North American market increase by around 20% in 2024, with high-bandwidth memory (HBM) market leader SK Hynix seeing the largest...
SpeedTech is poised for significant growth as its new production facilities in Vietnam and Mexico begin operations. Chairman Chen-Lung Tsai announced that the company expects to reach...
Japanese electronic components supplier Taiyo Yuden has revised its financial forecast for fiscal 2024 (ending March 31, 2025), expecting year-over-year increases in revenue and operating...
Foxconn (Hon Hai Technology) Chairman Young Liu projects the company's revenue to exceed NT$7 trillion (US$212 billion) in 2025, with the potential to reach NT$8 trillion (US$243...
Global Mixed-mode Technology (GMT), a supplier of power management ICs (PMIC), has maintained its generally cautious view for 2025, as well as its assessment of demand for AI PCs.
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Taiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its board approved its 2024 Business Report and Financial St...
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous...
