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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....
Monday 13 January 2025
Nvidia's US$3.4 trillion rise: the one that got away for tech giants
Nvidia's stock price once fell below US$10 and was frequently rumored to be a target for acquisition by several large firms, yet its market capitalization has now soared to US$3.4...
Friday 3 January 2025
Nvidia's investment in AI startups reached US$1 billion in total funding in 2024
As artificial intelligence (AI) has been in bloom in recent years, Nvidia has achieved a remarkable milestone by surpassing a market capitalization of US$3 trillion for the first...
Thursday 2 January 2025
Taiwan's widening economic divide: Semiconductor boom overshadows struggling traditional industries
Taiwan's traditional industries, such as petrochemicals, are struggling while the high-tech semiconductor sector continues to thrive. This stark disparity highlights the widening...
Thursday 12 December 2024
The Nvidia Way: Jensen Huang's gamble from near collapse to AI supremacy
A new book, The Nvidia Way: Jensen Huang and the Making of a Tech Giant, featuring the first authorized interview with Nvidia CEO Jensen Huang, was officially released on...
Monday 2 December 2024
Kioxia's IPO set to reshape memory industry
Japanese NAND manufacturer Kioxia has secured approval for its initial public offering (IPO) on the Tokyo Stock Exchange, scheduled for December 18. South Korean SK Hynix may acquire...
Monday 25 November 2024
Crypto market capitalization tops US$3.2 billion on Trump's victory
The market has reacted optimistically to Donald Trump's U.S. election victory, pushing crypto's total market capitalization above $3.2 trillion. Investors view Trump as a pro-crypto...
Tuesday 19 November 2024
Supermicro names BDO as new auditor, easing AI server supply chain uncertainty
Supermicro has successfully resolved its financial reporting issues by appointing BDO as its new auditor and submitting a comprehensive plan to Nasdaq outlining steps to regain compliance...
Monday 26 August 2024
Kioxia files for October IPO on Tokyo Stock Exchange
Kioxia, a leading Japanese NAND flash memory manufacturer, has filed for an initial public offering (IPO) on the Tokyo Stock Exchange. This highly anticipated IPO is slated for October...
Monday 19 August 2024
A decade of opposites: Intel's IDM woes vs. AMD's fabless triumph
Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, Nvidia and AMD. Intel's market...
Friday 12 July 2024
Tesla delays robotaxi event in blow to Musk's autonomy drive
Tesla Inc. is postponing its planned robotaxi unveiling to October to allow teams working on the project more time to build additional prototypes, according to people familiar with...
Monday 1 July 2024
HBM creates winners in the semiconductor ecosystem in 2Q24
Despite ongoing inventory challenges, global semiconductor providers have seen substantial increases in market valuations over the past quarter.
Monday 29 January 2024
How can Broadcom jump to 2nd place in global semiconductor market capitalization ranking amid GenAI boom?
Over the past year, the electronics industry faced sluggish global demand, yet major semiconductor companies globally witnessed growth in market capitalization. According to data...
Friday 5 January 2024
Market cap performance of TSMC, Intel, UMC, and ASE show GenAI influence
Generative AI was behind Nvidia's 240% surge in market cap in 2023, and the effect also trickled down to foundry manufacturers and packaging & testing service providers in the...
Wednesday 3 January 2024
Chinese chip firms' valuations outperform local market in 2023; equipment shines
China's semiconductor firms in the IC packaging & testing, equipment, foundry, and IC design industries performed much better than their IDM, materials, optoelectronics, and memory...