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Wednesday 5 February 2025
China smartphone industry, 4Q 2024

Introduction

Wednesday 5 February 2025
EU to step up small drone development for defense
The EU convened a non-official defense summit on February 3, 2025, focusing on strengthening Europe's military capabilities against Russia and other threats. Given the pressing need...
Wednesday 5 February 2025
Infineon raises 1Q25 outlook despite tariff concerns, eye AI to navigate challenges
German semiconductor giant Infineon has reported better-than-expected performance after a prolonged industry downturn, demonstrating resilience by raising its full-year financial...
Wednesday 5 February 2025
APT eyes strong growth in demand for advanced packaging solutions
AblePrint Technology (APT), a supplier of pneumatic and thermal process solutions for semiconductor packaging, has reported significant sales growth in 2024, driven by strong demand...
Wednesday 5 February 2025
Kdan Mobile expands global corporate market with AI-driven document solutions
Taiwan-based Kdan Mobile Software has established itself as one of the world's top five PDF document service providers through consistent international expansion. While initially...
Wednesday 5 February 2025
The future of smart wearables: interview with Enovix CEO
DIGITIMES analyst Brandon Fang recently observed a significant surge in AI glasses manufacturers at CES 2025. With product displays expanding dramatically, more than 100 models are...
Wednesday 5 February 2025
TV panel prices on the rise as supply tightens, demand surges
Since mid-2024, China's trade-in subsidy program has revived the TV market, with plans for expansion through 2025. Meanwhile, US President Donald Trump's volatile tariff policies...
Wednesday 5 February 2025
Major IC distributors brace for potential tariffs as Trump revives trade war tactics
Tariffs initiated by US President Donald Trump may soon extend to Taiwan, potentially driving up costs, triggering supply chain shifts, and reshaping market dynamics, according to...
Wednesday 5 February 2025
Major NAND makers cut production by 10-20% as industry reshuffling pressure looms
End markets are facing diminished demand, leading NAND manufacturers to gradually reduce production since the end of 2024, according to industry sources.
Wednesday 5 February 2025
AMD forecasts slower sequential growth in 2025 despite record 2024 earnings
In the most recent earnings call, AMD revealed expectations of a deceleration in revenue growth. CEO Lisa Su explained the slowdown as a result of seasonal factors, yet she expressed...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
Chipmakers brace for uncertainty as Trump's tariff threats loom over semiconductor recovery
In a semiconductor industry that's been struggling with an oversupply of chips and weak demand, Infineon Technologies AG navigated its way through the turbulence and offered some...
Wednesday 5 February 2025
DeepSeek ripples low-cost chip in the AI market, impacts HBM suppliers
A significant shift in the artificial intelligence (AI) sector is reshaping the semiconductor market. DeepSeek, a Chinese AI startup, recently unveiled a large language model (LLM)...
Tuesday 4 February 2025
Samsung optimistic for 2025 with launch of Galaxy S25
Samsung Electronics (Samsung) has made pre-ordering for the Galaxy S25 series available in Taiwan. According to Jacob Chen, president of Samsung Taiwan's Mobile Communications Division,...