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NEWS TAGGED 2025
Wednesday 5 February 2025
Samsung, SoftBank, OpenAI in talks on AI, data centers, and mobile strategy
Samsung Electronics Chairperson Jae-Yong Lee, OpenAI CEO Sam Altman, and SoftBank Group Chairperson Masayoshi Son met to discuss the Stargate Project, AI collaborations, and mobile...
Wednesday 5 February 2025
Honda and Nissan merger talks reportedly hit impasse as Nissan rejects subsidiary status
The merger negotiations between Honda and Nissan are facing a potential breakdown. According to Japanese news outlets, Honda proposed making Nissan a subsidiary before February 1,...
Wednesday 5 February 2025
Apple's CarPlay 2.0 faces roadblocks as automakers push back
Apple's grand vision for CarPlay 2.0, unveiled at WWDC 2022, aimed to dominate vehicle interfaces by integrating across multiple screens and controlling key functions—potentially...
Wednesday 5 February 2025
Hotai Motor aims to maintain 450,000 units in 2025
At the "Hotai Motor and Kuozui Motors 2025 Lunar New Year Press Conference" on February 4, 2025, General Manager Chwen-Shing Su expressed optimism for Taiwan's auto market. With the...
Wednesday 5 February 2025
Global foundry market shows robust 22% growth in 2024
The global foundry industry concluded 2024 with a remarkable 22% growth compared to the previous year, marking a strong recovery and expansion phase after 2023. This growth was primarily...
Wednesday 5 February 2025
AI powers IC substrate market as 2025 recovery gradually takes shape
AI-powered applications reshaped the electronics manufacturing landscape in 2024, driving a resurgence for Taiwan’s leading IC substrate makers. Unimicron, Kinsus, and Zhen...
Wednesday 5 February 2025
Porsche considers exec changes amid market pressures
Luxury automaker Porsche announced the potential early termination of CFO Lutz Meschke and sales executive Detlev von Platen. Industry sources indicate that Oliver Blume, CEO of both...
Wednesday 5 February 2025
China smartphone industry, 4Q 2024

Introduction

Wednesday 5 February 2025
Infineon raises 1Q25 outlook despite tariff concerns, eye AI to navigate challenges
German semiconductor giant Infineon has reported better-than-expected performance after a prolonged industry downturn, demonstrating resilience by raising its full-year financial...
Wednesday 5 February 2025
China fosters another IC unicorn as BYD fund moves in
As the spring begins for 2025, China's IC industry has seen a major injection of funding. Wuxi SJ Semiconductor has closed a financing agreement worth roughly US$700 million. This...
Wednesday 5 February 2025
TV panel prices on the rise as supply tightens, demand surges
Since mid-2024, China's trade-in subsidy program has revived the TV market, with plans for expansion through 2025. Meanwhile, US President Donald Trump's volatile tariff policies...
Wednesday 5 February 2025
IT panel prices expected to rise due to US tariff disruptions
The combination of US tariff policies and rising LCD TV panel prices has driven increased demand for monitor panels, including from second-tier buyers. This heightened procurement...
Wednesday 5 February 2025
CHPT expects strong 1Q25 sales driven by HPC chip load boards
Chunghwa Precision Test Tech (CHPT), an IC test interface solutions provider, is poised to achieve its strongest-ever first quarter in 2025, propelled by robust orders for HPC chip...
Wednesday 5 February 2025
TSMC's first US board meeting: spotlight on leadership shakeup and fab expansion
TSMC is gearing up to hold its first-ever board meeting in the US on February 11, 2025. The board will convene to announce senior management promotions, update progress on facility...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.