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Friday 25 July 2025
Ezconn hits 12-year revenue high despite FX losses
Global AI momentum and continued US infrastructure development have paved the path for optical communications company EZconn, which has received strong order demand from US clients...
Friday 25 July 2025
Wolfspeed collapse triggers Renesas's first interim loss in 5 years
Renesas Electronics posted a net loss of JPY175.3 billion (approx. US$1.19 billion) in the first half of 2025, swinging from a JPY139.5 billion profit a year earlier. It was the Japanese...
Friday 25 July 2025
Chromebook sales rebound: Google targets 19.5M units shipped in 2025
Since the pandemic-driven surge ended in mid-2022, Chromebook shipments have steadily declined. According to notebook supply chain sources, Chromebook shipments fell to 17.5 million...
Friday 25 July 2025
Asus, Microsoft revive Xbox hardware with ROG handheld launch, target 400,000-unit holiday debut
Asus is doubling down on gaming handhelds through a partnership with Microsoft, with plans to launch the ROG Xbox Ally and Xbox Ally X in November and December 2025. Targeting the...
Thursday 24 July 2025
Edge AI drives Innodisk Q3 momentum and full year growth
With industrial-control application demand warming up and DDR4 market prices rising, industrial-control memory vendor Innodisk's operations in 2025 have improved. Revenue has grown...
Thursday 24 July 2025
MSI may tie motherboard shipments with Gigabyte in 2025
MSI is adopting a cautious strategy toward AI server-related products, while its Taiwanese rivals Gigabyte Technology, Asustek Computer and ASRock are all aggressively expanding in...
Thursday 24 July 2025
Samsung and Vivo duel in Taiwan's foldable market as penetration nears double digits
Samsung and Vivo are ramping up competition in Taiwan's foldable phone segment. Following the launch of Samsung's latest Galaxy Z series with a bold 30% year-over-year growth target,...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Tuesday 22 July 2025
Apple maintains momentum in India as smartphone market rebounds in 2Q25
Apple held its ground in India's recovering smartphone market in the second quarter of 2025, ranking sixth overall. The iPhone 16 series accounted for over half of its shipments,...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
Samsung remains optimistic despite shipment plateau
New smartphone releases from Samsung, Realme, Vivo, Oppo, and Apple have reflected major improvements in the industry. The sales in the third and fourth quarters of 2025 are expected...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Saturday 19 July 2025
China accuses foreign spies of rare earth smuggling via small-batch shipments

China's Ministry of State Security on July 18 accused foreign intelligence agencies of working with domestic operatives to smuggle rare...

Friday 18 July 2025
US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

Friday 18 July 2025
US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington...