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Wednesday 7 May 2025
Export controls take US$1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export controls on shipments to China and evolving AI...
Wednesday 7 May 2025
As Qualcomm stalls in China, MediaTek powers up
Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive view of their non-smartphone business performance...
Wednesday 7 May 2025
Apple confronts a multifaceted crisis as Tim Cook strives for solutions
Amid the escalating tariff war, Apple has been cast as its most prominent casualty. Yet, a closer examination of the company's recent financial disclosures reveals a performance that...
Wednesday 7 May 2025
Advantech set to return to Computex under new AI vision
As AI applications continue to proliferate, industrial PC (IPC) manufacturer Advantech will return to Computex in 2025 after a 12-year absence. CEO KC Liu emphasized that the company...
Tuesday 6 May 2025
Apple beats expectations as iPhone sales inch higher, supply chain sees signs of a rebound
Apple on Thursday reported quarterly earnings that beat the market expectations, buoyed by modest growth in iPhone sales. Despite ongoing concerns over trade tensions and regional...
Tuesday 6 May 2025
BYD scores big in European PHEV market
The EU's anti-dumping duties on battery electric vehicles (BEV) imported from China are reshaping the European car market, accelerating the penetration of Chinese plug-in hybrid electric...
Tuesday 6 May 2025
Impact of Taiwan dollar's sharp rise remains manageable to Asus and MSI
Central Bank governor Chin-Long Yang has stepped forward to dispel rumors regarding exchange rate fluctuations, urging the market not to speculate on foreign exchange issues. He stressed...
Tuesday 6 May 2025
Tata reportedly in talks to onboard NXP semiconductors for OSAT facility
Tata Electronics is negotiating to onboard Dutch semiconductor firm NXP Semiconductors as a customer for its upcoming fabrication plant in Gujarat and Outsourced Semiconductor Assembly...
Tuesday 6 May 2025
TSMC financial forecast holds firm despite surging Taiwan dollar
The New Taiwan dollar (NTD) has surged rapidly, causing significant market unease due to Taiwan's export-driven industries being highly sensitive to exchange rate fluctuations. TSMC...
Tuesday 6 May 2025
Onsemi sharpens focus on cost control, portfolio streamlining, and SiC gains to navigate downturn
On May 5, On Semiconductor (Onsemi) reported a 22% revenue drop to US$1.45 billion in the first quarter of 2025, with margins squeezed by lower utilization and pricing pressures....
Tuesday 6 May 2025
Europe shunned plug-in hybrids. China sold them back
In early 2025, the European Union made a decisive pivot in its electric vehicle policy, throwing full support behind battery electric vehicles (BEVs) while pulling back on plug-in...
Tuesday 6 May 2025
SK Hynix-Hanmi Semiconductor dispute escalates, Hanwha Semitech poised to gain
A brewing conflict between SK Hynix and its long-time supplier, Hanmi Semiconductor, over thermal compression bonder (TC Bonder; TCB) equipment has intensified, potentially reshuffling...
Tuesday 6 May 2025
Rare earth prices surge 210%: EV, robotics, defense supply chains on the line
As China imposed export controls on seven critical medium and heavy rare earth elements in early April, a buying frenzy has gripped the international rare earth market. Within a month,...
Tuesday 6 May 2025
Looming US chip tariffs spark end product demand concerns
The US is rumored to reveal details on semiconductor tariffs in the coming days, creating tension throughout the chip industry. Due to limited feedback received by the US Department...
Tuesday 6 May 2025
Advantech highlights edge AI, software strategy to navigate FX fluctuations
Amid the recent surge of the New Taiwan dollar, Advantech's chairman, K.C. Liu, noted that economic cycles vary, urging businesses to sustain or enhance profitability amidst these...