Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Since DeepSeek's open-source debut in January, its V3 and R1 models have rocked Silicon Valley, raising questions about whether high-performance AI can be built without costly GPU...
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
On the 25th, IC distributor WT Microelectronics held an earnings call. Founder, Chairman, and CEO Eric Cheng shared that the market generally expects demand in the second half of...
China's aggressive price war in mature-node wafer manufacturing appears to be stabilizing, as Vanguard International Semiconductor (VIS) reports shifting customer orders. Chairman...
Rayzher posted consolidated revenue of NT$633 million (approx. US$19.34 million) in the fourth quarter of 2024, marking a 68.24% year-over-year increase and a new quarterly record.
Microcontroller (MCU) maker Nuvoton held its earnings call for the fourth quarter of 2024 on February 18, during which Chairman Yuan-mou Su pointed to a drop in the automotive segment...
Taiwanese panel maker AUO held an earnings call on February 13h, revealing that its consolidated revenue for the fourth quarter of 2024 was NT$68.69 billion (US$2.09 billion), a decrease...
China's rapid expansion in mature-node wafer foundries is reshaping the global semiconductor landscape and intensifying competition for Taiwanese second-tier players. In a market...
During Qualcomm's latest earnings call, CEO Cristiano Amon described DeepSeek-R1 as a turning point for the AI industry, driving the shift of AI inference from the cloud to edge devices...
Taiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its board approved its 2024 Business Report and Financial St...
In its latest earnings call, China's leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover...
Chang Wah Electromaterials (CWE), a leading Taiwan-based semiconductor materials distributor, is witnessing a buoyant period driven by strong demand for advanced packaging. This demand...
Tokyo Electron (TEL) has reaffirmed its positive annual outlook and announced plans to invest JPY104 billion (approx. US$685 million) in a new factory for circuit etching equipment...
