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Friday 25 April 2025
Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth
Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company's forecast excludes tariff impacts, which remain unpredictable, yet initial effects appear more beneficial than detrimental.
Friday 25 April 2025
STMicro offers rosy outlook, but guidance clouds persist amid tariff uncertainty

STMicroelectronics offered a better-than-expected revenue forecast for the second quarter, suggesting a potential recovery in demand for automotive and industrial semiconductors. However, weaker-than-expected gross margin guidance and the absence of a full-year outlook tempered optimism, leaving analysts divided over whether the uptick reflects genuine demand or a short-term boost from tariff-related inventory moves.

Friday 25 April 2025
MediaTek, Nvidia, Intel drive smart car shift at 2025 Shanghai Auto Show
The 2025 Shanghai Auto Show has become a focal point for technological competition, as chip manufacturers present advanced platforms that significantly enhance vehicle intelligence. Industry titans such as MediaTek, Nvidia, Intel, and leading domestic IC design houses including Black Sesame Technologies and SemiDrive are forging strategic alliances, signaling the end of solitary competition and the dawn of a new era defined by collaborative innovation.
Friday 25 April 2025
Intel to continue boosting in-house chip production, braces for tariff impacts
In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake processors. Intel is deepening its partnership with TSMC for Nova Lake production while aiming to produce 70% of Panther Lake dies in-house on Intel 18A to boost internal foundry output.
Friday 25 April 2025
Intel Foundry sales rise, losses narrow as company unveils major cost-cutting plan
Intel reported first-quarter revenue of US$12.67 billion, a 0.4% decline from the previous year, with a gross margin of 36.9% compared to 41.0% in the first quarter of 2024. Operating income fell 71.8% to US$301 million. Intel's research and development expenses dropped significantly by 17% to US$3.64 billion, reflecting cost-cutting measures.
Friday 25 April 2025
Intel CEO mandates four-day office return, flattens org to revive innovation
On April 24, Intel Corporation's CEO, Lip-Bu Tan, sent a company-wide email outlining significant organizational changes following the latest earning results announcement. The memo, addressed to all employees, detailed a strategic overhaul aimed at revitalizing the tech giant amid a challenging macroeconomic environment.
Thursday 24 April 2025
Texas Instruments navigates uncertainty with strong results and optimistic outlook
Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals sustained demand in automotive and industrial markets despite tariff-related uncertainties. CEO Haviv Ilan emphasized the company's focus on reliable chip capacity amid geopolitical risks.
Wednesday 23 April 2025
MediaTek could emerge as surprise winner in US-China tech tensions
US-China competition remains fierce despite tariff stalemate, with technology decoupling accelerating behind the scenes. Taiwan's MediaTek may find unexpected opportunities amid this conflict, according to market analysts.
Wednesday 23 April 2025
Intel to cut over 20% of workforce as CEO Lip-Bu Tan plans Taiwan visit in May

Intel is preparing to unveil plans to cut more than 20% of its global workforce this week, according to a Bloomberg report citing a source familiar with the matter. The move marks a major restructuring under newly appointed CEO Lip-Bu Tan, who assumed the role last month.

Wednesday 23 April 2025
China's AI data centers resort to reselling graphics cards; Nvidia 4090 becomes lifeline
Following the US government's export control of Nvidia's China-specific H20 chips, rumors have surfaced that the flagship gaming graphics card RTX 5090D, also tailored for the Chinese market, may face sales restrictions. Although no official announcement has been made, insiders reveal that Nvidia has notified all AIC graphics card manufacturers about suspending supplies of the RTX 5090D, though this does not equate to an outright ban on sales.
Wednesday 23 April 2025
Huawei Ascend 910C chip set for mass rollout as China hunts for an Nvidia stand-in
Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned as China's homegrown rival to Nvidia's H100, the chip is gaining traction as a go-to option for domestic AI developers amid intensifying US export restrictions.
Tuesday 22 April 2025
Hygon delivers blowout 1Q results amid surge in domestic AI, compute demand
On April 22, Hygon Information Technology, a top Chinese high-performance chipmaker, posted its first-quarter 2025 earnings, surpassing analyst forecasts. Driven by accelerating demand in AI and general-purpose computing, the company saw sharp increases in both revenue and profit, sustained R&D spending, and a dramatic recovery in operating cash flow. A surge in advance orders further underscored rising confidence in China's domestically developed processors.
Tuesday 22 April 2025
Nvidia CEO lobbies Japan for more power, data centers to fuel AI
Nvidia Corp. Chief Executive Officer Jensen Huang met with Japanese Prime Minister Shigeru Ishiba on April 21 to push for more electricity generation to meet artificial intelligence's needs.
Tuesday 22 April 2025
Taiwan chipmakers face mounting pressure from Trump's trade policies
Taiwan's semiconductor industry confronts growing uncertainty as the Trump administration escalates trade tensions with threats of new tariffs and investigations. Minister of Economic Affairs J.W. Kuo warned that any Taiwanese investments in the US must undergo government review based on national security considerations.
Tuesday 22 April 2025
SEMI Country: Taiwan's gamble in a fracturing global economy

As Washington and Beijing continue to unleash tariff volleys in their escalating trade war, few countries can remain untouched. But for Taiwan—a technology powerhouse strategically wedged between the two rival superpowers—the unfolding crisis may present both peril and possibility.

Monday 21 April 2025
Hon Hai Research Institute invests in ultra-wide bandgap semiconductor development
The Semiconductor Research Center at the Hon Hai Research Institute (HHRI), together with National Yang Ming Chiao Tung University (NYMCTU) in Taiwan and the University of Texas at Austin in the US have invested in forward-looking research on beta-gallium oxide (β-Ga2O3) ultra-wide bandgap (UWBG) semiconductors, which has led to significant breakthroughs in the satellite communications and high-power component sectors.
Monday 21 April 2025
Cadence to acquire Arm's Artisan foundation IP business
According to the official press release, Cadence has announced a definitive agreement to acquire Arm's Artisan foundation IP business, expanding its design IP portfolio and entering the foundation IP market for the first time. The deal includes standard cell libraries, memory compilers, and general-purpose I/Os optimized for advanced nodes at leading foundries. It is expected to close in the third quarter of 2025, pending regulatory approvals and customary closing conditions.
Monday 21 April 2025
Tenstorrent aligns with Rapidus for 2nm chip validation, targets year-end tape-out
Tenstorrent, a US-based semiconductor design firm, held a press conference on April 17 at its newly established Tokyo office to discuss its deepening collaboration with Rapidus in advancing 2nm semiconductor technology. During the event, the company also revealed plans to significantly expand its presence in Japan, aiming to increase its number of design engineers sixfold by the end of 2025.
Monday 21 April 2025
Cambricon posts breakout 1Q as AI chip revenue soars over 4230%
Cambricon Technologies, a top Chinese AI chip designer, reported its full-year 2024 and first quarter 2025 earnings, revealing a sharp turnaround. After ending 2024 with losses, the company posted its first-ever profit in the fourth quarter and followed it with a breakout first quarter in 2025, with revenue skyrocketing to CNY1.111 billion (US$152.3 million)—a year-over-year increase of 4,230%. It marked Cambricon's second straight quarter in the black.
Monday 21 April 2025
Nvidia's China workaround crumbles as Huawei, domestic rivals race to fill void
Nvidia's China strategy recently suffered a major blow as the US Department of Commerce placed its China-specific H20 chip under indefinite export control. The move came just a day after Nvidia pledged support for President Donald Trump's "Made in USA" initiative, announcing plans to build a full-stack AI infrastructure in the US with partners like TSMC, Foxconn, Wistron, Amkor, and Siliconware Precision Industries (SPIL).
Monday 21 April 2025
IC distributor Supreme reports sharp rise in orders as us tariffs trigger stockpiling
Supreme Electronics, a Taiwan-based IC distributor, is seeing a significant uptick in customer demand and price levels as US tariff policies prompt inventory stockpiling across global markets, the company reported.
Monday 21 April 2025
Nvidia CEO's suit diplomacy plays out amid US$5.5 billion China inventory setback
Jensen Huang's Beijing appearance in formal attire rather than his trademark leather jacket signals deeper strategic maneuvers as Nvidia navigates increasingly complex US-China tech tensions.
Monday 21 April 2025
Weekly news roundup: Huawei accelerates, Nvidia reels, and TSMC anchors next wave of US chip reshoring
These are the most-read DIGITIMES Asia stories from the week of April 14 – April 20.
Saturday 19 April 2025
Huawei's AI ambitions face energy efficiency test

Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered by 384 Ascend 910C chips and positioned as a direct competitor to Nvidia's GB200 NVL72.

Friday 18 April 2025
Chips, China, and Congress: Nvidia and Jensen Huang's high-stakes diplomatic balancing act
Nvidia CEO Jensen Huang returned to China this week in a markedly more high-profile visit than before. According to the Financial Times, he is expected to meet with DeepSeek founder Liang Wenfeng to explore the joint development of next-generation AI chips tailored for China—designed to align with export controls imposed by both Washington and Beijing.