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NEWS TAGGED 2025
Tuesday 7 April 2026
UBTech sees losses and margins improve as humanoid robots drive 40% of revenue
Chinese humanoid robot maker UBTech significantly improved its overall gross margin and reduced losses in 2025, with full-size embodied intelligent humanoid robot sales soaring by...
Tuesday 7 April 2026
Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce
In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026,...
Tuesday 7 April 2026
AMT expands into medical and e-paper amid geopolitical uncertainty
Industrial touch panel maker Apex Material Technology (AMT), whose core business spans industrial control and medical applications, accounting for up to 90% of its operations, will...
Sunday 5 April 2026
E Ink rides AI-driven power surge as energy concerns boost e-paper demand
E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
Sunday 5 April 2026
Taiwan's plan to bring AI into traditional manufacturing heartland
Taiwan has long been synonymous with semiconductors and high-tech electronics, but the bulk of its industrial base tells a different story. The country's traditional manufacturing...
Sunday 5 April 2026
DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
Saturday 4 April 2026
Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
Friday 3 April 2026
US-China trade tensions deepen as supply chains fracture despite tariff truce

The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...

Thursday 2 April 2026
Copper price surge drives quarterly lead frame price hikes
Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
Thursday 2 April 2026
Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates
As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...
Thursday 2 April 2026
Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
Thursday 2 April 2026
TSMC's US expansion held ransom as JASM takes flight
TSMC is winning quietly in Japan and losing loudly in Washington — and the reason may have nothing to do with chips.
Thursday 2 April 2026
Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite
Samsung Electronics is planning to increase the prices of certain smartphone models released in 2025, marking a rare move amid rising global chip prices and fluctuating exchange rates,...
Thursday 2 April 2026
Chinese companies capture nearly 41% of domestic AI accelerator server market
China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market...
Thursday 2 April 2026
Deep dive: Huawei 2025 annual report reveals why its AI strategy starts with infrastructure

As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page...