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NEWS TAGGED 2025
Tuesday 22 October 2024
MediaTek to embrace strong 4Q24
As Oppo launches its new model ahead of schedule, and other Chinese brands introduce new models, MediaTek is expected to report strong results for the fourth quarter of 2024, according...
Monday 21 October 2024
Rayzher set for revenue surge in 2025 boosted by Japanese subsidiary
Rayzher Industrial, one of Taiwan's top trio of semiconductor gas secondary piping engineering companies, anticipates revenue will increase in 2025 as its Japanese subsidiary begins...
Monday 21 October 2024
Winbond Electronics eyes AI memory boom amid HBM demand surge
The AI surge is fueling unprecedented demand for High Bandwidth Memory (HBM), prompting Winbond Electronics to focus on tailored AI memory solutions for end applications. The company...
Monday 21 October 2024
India reportedly intends to restrict PC imports after 2025, Apple impacted most
India reportedly intends to restrict imports of notebooks, tablets, and personal computers starting in January 2025 to promote domestic manufacturing. The proposed measures include...
Friday 18 October 2024
Qualcomm holds off on Intel acquisition bid, eyeing post-election landscape
Reports suggest that Qualcomm will wait until after the US presidential election to decide whether to make an acquisition offer for Intel. Any transaction affecting Intel's business...
Friday 18 October 2024
ASML faces headwinds: Samsung's delays in wafer investment slashes EUV demand
ASML is under scrutiny amid a sharp drop in equipment orders and a gloomy sales outlook for 2025. The slump is tied to declining sales in China and setbacks faced by major client...
Friday 18 October 2024
QCT and Pegatron to capitalize on AI server growth
As Nvidia's GB200 chip enters mass production, Taiwanese AI server supply chain firms are preparing for an anticipated surge in demand from major cloud service providers. Mike Yang,...
Friday 18 October 2024
ASML, TSMC earnings reveal 2025 chip demand likely to mirror 2024 patterns
ASML and TSMC recently released their latest financial results, revealing contrasting performances but converging on a shared outlook for the semiconductor sector. TSMC reported strong...
Friday 18 October 2024
Lenovo CEO bullish on AI PC and infrastructure market growth
AI development has only recently begun, yet two significant business opportunities already lie ahead: AI PCs and AI infrastructure, said Lenovo Group chairman and CEO Yuan-qing Yan...
Thursday 17 October 2024
Apple AI services to expand next year; potentially squeezing Samsung Galaxy S25's market space
In 2024, despite sluggish global sales of Apple's iPhone 16 series, bank analysts are optimistic about a potential reversal through updates to the company's AI service, "Apple Intelligence."...
Thursday 17 October 2024
Passive components supply chain upbeat about 2025 thanks to AI boom
Taiwan's passive components supply chain is anticipating a favorable market outlook for 2025 as a result of the demand generated by AI device applications, according to industry so...
Thursday 17 October 2024
Lite-On expects strong AI-related sales growth in 2025
Lite-On Technology, a supplier for Nvidia's Blackwell GB200 chip, projects substantial sales growth in AI-related businesses for 2025.
Thursday 17 October 2024
ASML's 3Q24 miss: Intel, Samsung's order cuts deal a heavy blow to bookings as TSMC gains
ASML, a leader in producing the world's most advanced chipmaking tools like High-NA EUV machines, unexpectedly released its latest financial report early. The report revealed a weaker-than-expected...
Thursday 17 October 2024
ASML eyes price increase in 2025 talks with TSMC, defying cost-cutting pressures
Senior executives at ASML and TSMC will soon begin negotiations on equipment purchase prices for 2025. The outcome of the negotiations between the two parties influences not only...
Thursday 17 October 2024
ASML's plunging net bookings highlight Intel and Samsung's investment struggles, says DIGITIMES Research
ASML's latest financial report reveals a significant year-over-year decline in net bookings, exceeding 50% sequentially. The company has also revised its 2025 revenue guidance downward...