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Wednesday 8 January 2025
Power semiconductors brace for geopolitical shifts ahead of 2Q25
US-China trade tensions and high tariffs are reshaping the global power semiconductor industry, creating both challenges and opportunities. Taiwanese firms are adopting capacity relocation...
Wednesday 8 January 2025
Advantest sees AI and HPC driving growth through 2026 despite equipment delays
The semiconductor testing equipment market is experiencing unprecedented demand, particularly in artificial intelligence (AI) and high-performance computing (HPC) segments. Advantest...
Tuesday 7 January 2025
Memory oversupply may occur in 1H25 due to slowing server demand in China
The memory industry may be ensnared by an oversupply in the first half of 2025, as server demand in China is experiencing a decline, according to industry sources.
Tuesday 7 January 2025
Chinese government subsidies to boost consumer IC demand
After launching substantial subsidies for household appliances in the second half of 2024, Chinese officials recently announced a broadening of such subsidies to include computing,...
Tuesday 7 January 2025
Ibiden's exclusive position in AI chip substrate market rooted in deep ties with Intel
Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized...
Tuesday 7 January 2025
Mini LED backlight TVs surge as costs dip, expanding into mid-range markets
Mini LED backlight televisions are gaining momentum in China, with penetration rates exceeding 10%. These TVs have emerged as standout products under China's "trade-in" subsidy program,...
Tuesday 7 January 2025
Chinese firms seek to recruit former Samsung VP amid advanced packaging talent rush
Samsung Electronics' packaging R&D chief J. C. Lin has recently resigned after a two-year tenure. Following the development, reports have emerged that Chinese semiconductor firms...
Monday 6 January 2025
Tesla vs. BYD: close in BEV Sales, yet an unbridgeable gap remains?
The intense rivalry between BYD and Tesla in the realm of pure electric vehicles (BEVs) has garnered significant global attention. While BYD has come close to surpassing Tesla, briefly...
Monday 6 January 2025
TSMC's Kumamoto plant faces utilization ramp-up challenges amid automotive sector slowdown
While smartphone and PC markets show signs of AI-driven recovery, the global automotive sector's weak outlook for 2025 is impacting major semiconductor manufacturers including TSMC,...
Monday 6 January 2025
TEL CEO: AI to dominate 70% of global semiconductor market by 2030
Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related semiconductors driving 70% of the growth. To seize this...
Monday 6 January 2025
Samsung Display to unveil 18.1-inch foldable OLED panel at CES 2025
Samsung Display (SDC) is set to introduce its latest 18.1-inch foldable OLED panel at the upcoming Las Vegas-based CES 2025 on January 7, 2025. The innovative display can be folded...
Monday 6 January 2025
Semiconductor outlook 1H25: cloud AI drives optimism amid market volatility
Sustained demand for cloud AI applications is powering cautious optimism in the semiconductor industry as the new year begins. While consumer market weakness persists as a key concern,...
Monday 6 January 2025
Foxconn reports record revenue in 2024, driven by AI product demand and GB200 shipments
Foxconn reported a record revenue of NT$654.825 billion (approx. US$19.91 billion) in December 2024, thanks to the initial shipments of GB200-related products. This boost contributed...
Monday 6 January 2025
LED companies see growth opportunities in auto, SiPh
Despite setbacks such as low demand in the end-user market, price slashing in the automotive market, and sluggishness during the traditional peak season for the consumer electronics...
Monday 6 January 2025
IPC makers tap into smart mobility market opportunities
Industrial PC (IPC) manufacturers have long ventured into the transportation sector, supporting vehicle auxiliary systems and fleet management. With advancements in digitalization...