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NEWS TAGGED 2025
Thursday 24 October 2024
LandMark optimistic about 2025 as 800G SiPh becomes mainstream
Optical epitaxy specialist LandMark Optoelectronics reported a gross margin increase to 27.58% in the third quarter of 2024, driven by silicon photonics (SiPh) shipments to high-speed...
Thursday 24 October 2024
SiC substrate price correction may continue in 2025, says GCCS
GeChi Compound Semiconductor (GCCS), a Taiwan-based silicon carbide (SiC) crystal growth firm, forecasts that while oversupply will continue to keep SiC substrate prices at low levels...
Wednesday 23 October 2024
Global smartphone shipment forecast, 2025 and beyond

Introduction

Wednesday 23 October 2024
AI penetration will be key to closing the substrate supply-demand gap, says industry
The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate...
Wednesday 23 October 2024
Material suppliers ride TSMC's 3Q24 momentum while cautious on non-AI sectors
TSMC's financial report for the third quarter of 2024 has not only delivered impressive results, but its AI prospects have instilled high confidence in the market, subsequently boosting...
Wednesday 23 October 2024
Holtek joins SiPh supply chain, 400G modules to launch in 2025
Microcontroller unit (MCU) firms have been eagerly venturing into the optical transceiver module market, as silicon photonics (SiPh) technology continues to attract attention. According...
Wednesday 23 October 2024
Notebook screen aspect ratio shifting toward 16:10
Notebook designs are evolving, with the notable trend of 16:10 aspect ratio displays gaining momentum over the traditional 16:9 format. Industry forecasts indicate that by 2025, 16:10...
Wednesday 23 October 2024
PSMC optimistic about 3D AI Foundry strategy amid third-quarter losses
Powerchip Semiconductor Manufacturing Corporation (PSMC) reported its earnings for the third quarter of 2024, indicating a continued increase in losses, which totaled NT$2.879 billion...
Tuesday 22 October 2024
AMD targets Nvidia with HBM-powered AI accelerator as Samsung's HBM business eyes revival
Samsung Electronics' high-bandwidth memory (HBM) division, which has been struggling to regain competitiveness, is now glimpsing a potential revival. With AMD's latest AI accelerator...
Tuesday 22 October 2024
Synnex eyes AI-driven growth and global expansion, downplays effects of US election
As geopolitical tensions persist, Synnex Chairperson Evans Tu has brushed off concerns about potential industry disruptions, asserting that any market shifts will have minimal impact...
Tuesday 22 October 2024
MediaTek to embrace strong 4Q24
As Oppo launches its new model ahead of schedule, and other Chinese brands introduce new models, MediaTek is expected to report strong results for the fourth quarter of 2024, according...
Monday 21 October 2024
Rayzher set for revenue surge in 2025 boosted by Japanese subsidiary
Rayzher Industrial, one of Taiwan's top trio of semiconductor gas secondary piping engineering companies, anticipates revenue will increase in 2025 as its Japanese subsidiary begins...
Monday 21 October 2024
Winbond Electronics eyes AI memory boom amid HBM demand surge
The AI surge is fueling unprecedented demand for High Bandwidth Memory (HBM), prompting Winbond Electronics to focus on tailored AI memory solutions for end applications. The company...
Monday 21 October 2024
India reportedly intends to restrict PC imports after 2025, Apple impacted most
India reportedly intends to restrict imports of notebooks, tablets, and personal computers starting in January 2025 to promote domestic manufacturing. The proposed measures include...
Friday 18 October 2024
Qualcomm holds off on Intel acquisition bid, eyeing post-election landscape
Reports suggest that Qualcomm will wait until after the US presidential election to decide whether to make an acquisition offer for Intel. Any transaction affecting Intel's business...