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Friday 17 January 2025
Tighter US regulations on 16/14nm impact Chinese AI firms amid uncertainties in networking and automotive sectors
The US has introduced stricter export controls on chips with 30 billion transistors at 16/14nm nodes to limit Chinese access to advanced processors. Industry sources indicate that...
Monday 13 January 2025
Blackwell revenue set to surpass Hopper in early 2025, says Nvidia's Jensen Huang
Nvidia CEO Jensen Huang announced at the 2025 Consumer Electronics Show (CES 2025) that Nvidia and its partners have begun full-scale production of the Blackwell GPU for artificial...
Thursday 9 January 2025
Largan unveils robotics progress, confirming shipments to multiple customers
Largan held an earnings call on January 9, where chairman En-Ping Lin discussed future trends in lens specifications and dedicated significant time to unveiling the latest developments...
Friday 3 January 2025
China's Horizon Robotics targets 10 million automotive chips in 2025
Horizon Robotics, a Chinese manufacturer of intelligent driving chips, has announced its goal of shipping over 10 million chips in 2025, positioning itself to become the first Chinese...
Friday 15 November 2024
Taiwan IC design houses remain optimistic despite trade and war tensions
Taiwan-based IC design houses remain optimistic despite concerns about trade disputes potentially escalating following Donald Trump's win in the US presidential election. Two of the...
Wednesday 6 November 2024
GF faces penalties for shipments to SJS despite SMIC, JCET divesting stakes
The US Department of Commerce's Bureau of Industry and Security (BIS) announced on November 1 that GlobalFoundries (GF), a US semiconductor foundry, has been fined US$500,000 for...
Wednesday 23 October 2024
Smartphone shipments in India grow by 9% in 3Q24; Vivo claims top position for first time
While the global smartphone market continues to grapple with excess inventories, smartphone shipments in India grew by 9% compared to the same period last year. However, the industry...
Thursday 17 October 2024
China Shock 2.0: global shipping rates signal end of overcapacity or new slowdown?
Amid sluggish domestic consumption and waning investment, China's manufacturing overcapacity—the vast output of the "world's factory"—is increasingly offloaded overseas...
Wednesday 2 October 2024
Foxconn to kick off shipments for new-gen AI servers in 4Q24
Hon Hai Technology Group (Foxconn) reaffirmed on October 1 that its next-generation AI servers will begin shipping in the fourth quarter of 2024, with production models on display...
Monday 30 September 2024
Canon begins shipping nano-imprint lithography to US customer
Canon has announced its first customer for the nano-imprint lithography (NIL) equipment it launched in 2023 for advanced chip manufacturing.
Friday 20 September 2024
Chinese retailers slash prices on iPhone 16 following launch, signaling weak demand in the market
Apple officially launched its new iPhone 16 series on September 20. Compared to previous years, the enthusiasm for Apple phones in the Chinese market seems to have cooled, and some...
Friday 20 September 2024
Niching expects AI momentum to grow in 2025
Niching Industrial, a Taiwan-based semiconductor materials and components supplier, anticipates that demand for AI-related products will sustain growth momentum through 2025.
Friday 20 September 2024
The risk of licensing – the deadly Gold Apollo pager lesson
Taiwan-based Gold Apollo's chairman would have never imagined how pagers bearing the company name could garner so much global attention, but not in a way he would have wanted.
Monday 16 September 2024
Red Sea crisis winds down as freight rates drop
The Taiwan Stock Exchange has released the August 2024 revenue figures for all listed companies, with the shipping industry leading the pack, posting a 58.6% growth thanks to surging...
Friday 2 August 2024
Delta to start shipping AI server liquid cooling products in 3Q
At a recent earnings conference, Ping Zheng, CEO of Delta Electronics, announced that the company's AI server liquid cooling products will start shipping in the third quarter.