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Tuesday 4 February 2025
Optiemus Electronics partners with TP-Link to manufacture networking devices amid Make-in-India
Optiemus Electronics, an India-based electronics manufacturing services (EMS) provider, has formed a strategic partnership with China-based TP-Link to manufacture networking devices...
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...
Monday 3 February 2025
Beyond price war: China's solar giants locked in escalating patent disputes, reshaping global landscape
In 2024, China's solar power manufacturing sector faced its toughest year for profitability due to fierce internal competition and a relentless price war. These challenges are further...
Monday 3 February 2025
OpenAI's Altman signals rare shift as Deepseek shakes AI landscape
DeepSeek's open-source AI has rattled the industry, forcing OpenAI to reconsider its stance. In a rare admission, CEO Sam Altman conceded that OpenAI "is on the wrong side of history"...
Monday 3 February 2025
Key memory chip prices revert to 4Q23 levels
The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products,...
Monday 3 February 2025
Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment
President Trump's administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since...
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Monday 3 February 2025
Eternal Materials posts profit growth in 2024, targeting semiconductor business with precision equipment
Eternal Materials has revealed that all three of its primary business segments saw profit growth in 2024. Looking ahead to 2025, the company expects to enhance its international market...
Monday 3 February 2025
Cadence aims to strengthen its presence in India's growing data center sector
Cadence Design Systems has said that it recognizes India as a critical hub for innovation and data-driven growth and is committed to deepening its footprint in the region's data center...
Monday 3 February 2025
STMicro's worst year in decades: sales drop, job cuts amid continuous market slump
STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with...
Monday 3 February 2025
Apple surpasses 10% market share in India as MediaTek leads smartphone SoC market
In 2024, India experienced slight growth in smartphone shipments but saw a significant increase in revenue driven by premiumization. MediaTek maintained its lead in the smartphone...
Monday 3 February 2025
China's Tongfu Microelectronics reportedly begins HBM2 trial assembly
According to a report by Nikkei, Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory (HBM2). This development follows fellow Chinese...
Friday 31 January 2025
CHPT co-founder outlines new AI strategies to tackle challenges and seize growth opportunities in Taiwan's semiconductor market.
The semiconductor industry is swiftly advancing due to high-performance computing and AI smartphones, creating opportunities for AI semiconductors. With the growing demand for advanced...
Friday 31 January 2025
Chinese automakers face challenges in auto parts localization amid quality demands
The automotive industry's stringent safety and reliability requirements are presenting significant challenges to the Chinese government's ongoing push to increase the localization...
Thursday 30 January 2025
EMS watch: top-down observation on supply chain
The global tech landscape has undergone significant transformation since the COVID-19 outbreak in 2019. Government subsidies totaling US$17 trillion, combined with the surge in remote...