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NEWS TAGGED 2025
Thursday 14 November 2024
Liquid cooling demand set to surge as Nvidia plans next-gen AI chips
With Nvidia planning GB300 after GB200, scheduled for launch in the first quarter of 2025, industry sources believe liquid cooling demand is poised to surge in 2025.
Thursday 14 November 2024
Nvidia RTX 50 series ready to launch, with full attention from supply chains
The highly anticipated Nvidia RTX 50 series display cards are set to launch, with suppliers optimistic about its market impact. A key display card cooling supplier, Auras Technology,...
Thursday 14 November 2024
Zeiss opens first global capability center in India
German optics giant Carl Zeiss AG has signaled a major commitment to India by opening its first global capability center (GCC) in Bengaluru and announcing plans to double its local...
Thursday 14 November 2024
Senao Networks weighs US production amid Trump comeback
With Donald Trump's victory in the 2024 US presidential election and the Republican Party securing a majority in both the Senate and House of Representatives, global technology supply...
Thursday 14 November 2024
Samsung reportedly completing HBM4 development by 2025 to secure Nvidia orders
Maeil Business Newspaper reports that Samsung Electronics (Samsung) is set to finish the development of its sixth-generation high bandwidth memory (HBM4) by 2025 to secure...
Wednesday 13 November 2024
TEL benefits from AI demand; revenue share from China projected to decline
Investment demand for chips used in generative AI is benefiting several Japanese semiconductor equipment manufacturers, with Tokyo Electron (TEL) raising its full-year profit outlo...
Wednesday 13 November 2024
Network communications sector sees inventory adjustments come to an end; 2025 operations trending upward
According to sources from the network communication sector, inventory adjustments will soon conclude, with December identified as a turning point. The network device industry in Taiwan...
Wednesday 13 November 2024
Peripheral IC firms eye growth in 2025 on AI server demand
Rising AI server shipments are reportedly prompting peripheral chip manufacturers to project substantial operational growth in 2025.
Wednesday 13 November 2024
GIS expands fingerprint recognition market in 2025 amid industry's moderate growth in second half of 2024
Touch panel manufacturer GIS has faced significant operational challenges in 2024. Despite a rebound in consolidated revenue during the third quarter, the company's product mix resulted...
Wednesday 13 November 2024
Passive component company Podak enters AI server supply chain amid 2025 demand shifts
As artificial intelligence (AI) demand grows and recent financial issues at Supermicro trigger order redistribution, passive component manufacturer Podak sees new opportunities. Chairperson...
Tuesday 12 November 2024
Fitipower eyes 2025 growth with ESL, mobile DDIs amid nine-quarter revenue high
Taiwan-based display driver IC (DDI) manufacturer Fitipower Integrated Technology reported that its revenue for the third quarter reached nearly a nine-quarter high. The growth of...
Tuesday 12 November 2024
India-based PC contract manufacturers reportedly receive few-than-expected orders despite incentive scheme
The Indian government launched an incentive scheme to encourage local production of PCs and notebooks. However, most beneficiaries under the scheme are reportedly struggling to receive...
Tuesday 12 November 2024
Kioxia expects explosive demand for NAND, to introduce equipment to expand production
Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's...
Tuesday 12 November 2024
Samsung eyes TSMC alliance to close HBM gap with SK Hynix
Nvidia is gearing up to debut its next-gen "Rubin" GPU in 2025, featuring eight HBM4 chips, with a Rubin Ultra version to follow, packing twelve. In a strategic bid to reclaim HBM...
Monday 11 November 2024
Wah Lee's CoWoS enters leading supply chain; delivers FOPLP key materials samples to manufacturers
Wah Lee Industrial Corporation has successfully integrated its CoWoS packaging materials into the supply chain of leading semiconductor manufacturers. Shipments are expected to increase...