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Wednesday 5 February 2025
Xi's careful reply to Trump tariffs shows China has more to lose
The first volleys in the latest US-China trade war made clear that Jinping Xi is taking a more cautious approach than during Donald Trump's first term.
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
China's automakers accelerate chip push amid US curbs
China's automotive chip industry is gaining momentum in 2025, driven by both external pressures and internal opportunities. In response to US restrictions, Chinese automakers are...
Wednesday 5 February 2025
Japan tightens export controls on semiconductors and quantum tech, drawing criticism from China
Amid the rapid development of dual-use technologies, the Japanese government has announced intensified regulatory measures on critical technology exports. On January 31, 2025, Japan's...
Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
Samsung chairman's legal victory sparks speculation on upcoming meeting with Nvidia's Jensen Huang
Jae-Yong Lee, chairman of Samsung Electronics, has been acquitted in the second trial concerning an improper merger case, marking the resolution of years of legal uncertainty. With...
Tuesday 4 February 2025
Samsung DS faces challenges, with hope to recover in 2Q25
Samsung Electronics' Device Solutions (DS) division has reported weaker-than-expected earnings for the fourth quarter of 2024, grappling with a series of challenges that have raised...
Tuesday 4 February 2025
Nvidia faces challenges as DeepSeek disrupts AI market ahead of 1Q25 earnings
Nvidia's stock value has declined sharply in recent days following the emergence of Chinese AI startup DeepSeek, resulting in a substantial decrease in its market capitalization....
Tuesday 4 February 2025
Where do Nvidia and TSMC fit in Trump's 'Made in America' vision?
Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Tuesday 4 February 2025
Trump tariffs induce volatility in precious metal prices, potentially hurting packaging houses
US President Donald Trump's new policies have reignited the global trade war, leading to significant fluctuations in international precious metal prices, with gold reaching an all-time...
Tuesday 4 February 2025
If Taiwan can't offset Trump's policies, trade and investment may slow
Amid US President Donald Trump's new wave of protectionist policies, Taiwan must reexamine how to deepen its mutually beneficial trade partnership with the US.
Tuesday 4 February 2025
Taiwan firms brace for Trump tariffs
US President Donald Trump's latest tariff strategy comes as a major blow to manufacturers who have already invested in acquiring land for factory construction in Mexico. Given that...
Tuesday 4 February 2025
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry...
Tuesday 4 February 2025
China GPU market struggles with oversupply and fragmented ecosystem
China's AI sector is transitioning from massive model development to inference applications. While tech giants like ByteDance and Alibaba have constructed large GPU clusters, much...
Research Report Database
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research