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Wednesday 8 January 2025
Nvidia's 2025 AI server rollout fuels demand optimism amid Trump tariff uncertainty
Nvidia's upcoming AI server releases in 2025 are generating excitement, with robust demand expected from major players like Amazon Web Services. However, the return of Donald Trump...
Wednesday 8 January 2025
Trump 2.0's decoupling policy reshapes IC design strategies for 2025
With the Trump administration poised to take office, industry expectations point to a sharper division in global electronic supply chains. US electronic products are expected to adopt...
Wednesday 8 January 2025
Senao Networks eyes Thailand, Malaysia as Vietnam faces tariff risks under Trump
Senao Networks is navigating the complex geopolitical landscape shaped by the enduring US-China trade tensions. Chairman Tommy Tsai articulated the company's strategic approach amidst...
Wednesday 8 January 2025
China's mobile subsidies boost PA supply chain outlook for 1Q25
Chinese government subsidies for mobile devices have sparked optimism among Taiwan's power amplifier (PA) supply chain players, with industry sources expecting a revival in China's...
Wednesday 8 January 2025
Accton sees record revenue in 4Q24 driven by AI boom
AI's expanding influence continues to reshape the server supply chain, benefiting companies such as Accton Technology. The networking firm has posted substantial revenue growth for...
Wednesday 8 January 2025
US blacklists Chinese DRAM maker CXMT as warning rather than substantive measure
ChangXin Memory Technologies (CXMT) has been added to the US blacklist of entities allegedly tied to the Chinese military, which industry observers view as a warning rather than a...
Wednesday 8 January 2025
China imposes customs measures in response to US sanctions
Key manufacturing equipment being held at Chinese customs is disrupting supply chain relocation plans as Taiwanese and Chinese manufacturers attempt to move production lines out of...
Wednesday 8 January 2025
Nvidia seeks to usher in robotics revolution
Nvidia is working to replicate its AI server success in robotics, as Tesla and other leading companies announce their plans for developing humanoid robots.
Wednesday 8 January 2025
Tata Electronics secures Pegatron India acquisition as Apple accelerates production relocation ahead of Trump 2.0
As the world witnesses the rapid shift in global supply chains triggered by the impending commencement of Donald Trump's second term, India has taken a significant step by approving...
Tuesday 7 January 2025
TSMC 4Q24 earnings preview: focus on 2025 semiconductor outlook, margin sustainability
TSMC will hold its quarterly investors meeting on January 16, where its insights into semiconductor market trends for 2025 and its gross margin sustainability will be of considerable...
Tuesday 7 January 2025
Jensen Huang to boost AI momentum with mid-Jan Taiwan visit
Jensen Huang, CEO of Nvidia, will visit Taiwan in mid-January 2025, a move expected to reinvigorate the local supply chain for AI chips and gadgets, according to industry sources.
Tuesday 7 January 2025
India reportedly to announce US$3 billion incentive scheme to boost electronics manufacturing, benefitting Apple
Amid potential tariff hikes by the upcoming US administration, which may disrupt the global supply chain and once again benefit India, the Indian government reportedly plans another...
Monday 6 January 2025
CES 2025 pre-show insights: six key trends emerge as show embraces AI and quantum tech
CES 2025, set to launch on January 7 in the US, promises to be one of the largest tech gatherings in recent years. During a pre-show press conference on January 5, Consumer Technology...
Monday 6 January 2025
Renewable energy in Taiwan faces hurdles as targets falter
Taiwan's renewable energy ambitions face setbacks amid a government transition and policy disputes. President Lai Ching-te's "Energy Transition 2.0" aims for diversification, but...
Monday 6 January 2025
The Kumamoto model's potential: ex-MITI official urges Japan-Taiwan-US chip alliance
Japan's semiconductor revival must not only involve Taiwan but also include strategic cooperation with the US, emphasized Kenzo Fujisue, a renowned Japanese scholar and former government...