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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...

Friday 18 April 2025
Fan manufacturer YS Tech sees limited impact from US tariff war
Despite the tariff war US President Donald Trump is waging on the world, Taiwanese cooling fan manufacturer Yen Sun Technology (YS Tech) is among the few companies saying the impact...
Thursday 17 April 2025
TSMC denies Intel tie-up, announces CoWoS capacity doubling for 2025 AI boom
Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed the chipmaker's strong 2025 outlook during its latest earnings...
Thursday 17 April 2025
Tariff exemptions spur urgent orders, but capacity and cost pressures cloud US smartphone outlook
The US's recent decision to exempt 20 categories of goods—including notebooks, smartphones, tablets, and processors—from tariffs has sparked a wave of urgent procurement...
Wednesday 16 April 2025
TSMC hikes 4nm pricing; US clients scramble under tariff pressure
US President Donald Trump's sweeping new tariffs are already forcing semiconductor firms to rethink production strategies. Supply chain sources say high costs at TSMC's Arizona fab...
Wednesday 16 April 2025
Humanoid robot boom face production bottlenecks as demand outpaces capacity
The global humanoid robot sector is witnessing increasing momentum, fueled by intensifying US-China competition and notable advancements in Europe. However, despite growing market...
Tuesday 15 April 2025
DRAM prices climb amid tariffs; Nanya Tech eyes 2Q25 recovery
Nanya Technology, a memory manufacturer, reported a net loss of NT$1.941 billion (approx. US$60 million) in the first quarter of 2025, marking an expansion compared to the previous...
Tuesday 15 April 2025
US launches Section 232 probe into semiconductor and equipment imports
According to a document to be published in the Federal Register on April 16, 2025, the US Department of Commerce has formally initiated an investigation into the national security...
Friday 11 April 2025
TASC targets 20% growth, partners with NTT-AT for advanced GaN component supply
Taiwan-Asia Semiconductor Corp. (TASC) is positioning itself for robust growth in 2025, leveraging its subsidiaries to drive innovation and market expansion. The company projects...
Friday 11 April 2025
EU launches AI continent action plan to compete with US, China
The European Commission has launched the "AI Continent Action Plan" to compete with the US and China in AI. This initiative aims to enhance AI data and computing infrastructure while...
Thursday 10 April 2025
Luxshare considers SEA as top choice for expansion, prioritizing low-tariff regions
China is facing a 125% tariff imposed by the US due to an inability to reach consensus, placing significant pressure on related supply chain businesses. Luxshare, which assists Apple...
Wednesday 9 April 2025
Micron lifts HBM market forecast as Nvidia B300 shipments loom
At its GTC event in March, Nvidia unveiled the B300 and GB300 AI accelerators, both scheduled for a mid-2025 release. The GB300, featuring significantly higher performance and power...
Friday 4 April 2025
TSMC speeds up AI chip packaging expansion despite Nvidia's order cuts, targets future growth through collaboration with Intel
Despite rumors of reduced orders for advanced packaging capacities, Taiwan Semiconductor Manufacturing Company (TSMC) is ramping up its advanced packaging capacity to meet the growing...
Thursday 3 April 2025
AI boom drives growth for connector maker JPC
Taiwan's JPC Connectivity is experiencing strong demand for AI and cloud server wire harnesses, with supply shortages compelling overtime production to meet requirements from US customers...
Wednesday 2 April 2025
Taiwan's AIDC partners with Malaysia's Zongheng Group for US expansion
Taiwan's Aerospace Industrial Development Corp. (AIDC) is entering a pivotal transformation phase, extending its global footprint beyond its recent Malaysian partnership to establish...