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Tuesday 1 April 2025
Deepseek AI drives unprecedented demand for Nvidia's China-specific chips
Nvidia's relationship with Chinese AI startup DeepSeek has evolved dramatically, affecting Nvidia's stock price and driving strong demand for its China-specific H20 GPU in China....
Monday 31 March 2025
Darfon sees strong growth by 2026 as its green energy de-inventory ends
As Darfon's de-inventory process finally coming to an end, a more robust supply chain as well as better-integrated group resources are gradually falling into place. Andy Su, chairperson...
Monday 31 March 2025
Ennostar expands into optical communication amid AI demand surge
Ennostar is rapidly diversifying from LED manufacturing into optical communication as demand for high-speed modules accelerates due to AI server requirements. The company has developed...
Monday 31 March 2025
Alibaba expands AI strategy from digital to physical, join hands with Apple, BMW, China Mobile
DeepSeek has allowed the public to witness the explosive growth of AI applications and the renewed hope brought by AI models undergoing repeated calculations. However, the questions...
Monday 31 March 2025
Drone makers face uncertainty as Russo-Ukraine ceasefire talks gain momentum
Global drone manufacturers are navigating uncertain market conditions as Russia, Ukraine, and the US engage in ceasefire discussions that could end nearly three years of conflict...
Monday 31 March 2025
Samsung SDI considers more Chinese battery equipment amidst cost pressures
As the demand for electric vehicles (EVs) slows, battery manufacturers are adjusting their procurement strategies to manage costs. South Korean battery maker Samsung SDI is exploring...
Monday 31 March 2025
Micron initiates price increase; Samsung and SK Hynix may follow suit
Following the announcement of a price increase by Micron, the world's third-largest DRAM manufacturer, South Korean media analysis indicates that the other two major DRAM players,...
Monday 31 March 2025
India roundup: Intel CEO Lip-Bu Tan's appointment sparks renewed hopes for India
India sees major tech and industry shifts: Intel's OSAT speculation grows, Asus recovers US$161.9M, Netrasemi preps AI SoCs, Samsung faces US$601M tax demand, smartphone and renewable...
Monday 31 March 2025
Edge AI gains momentum, driving demand for low-power computing
While cloud-based artificial intelligence (AI) continues to dominate the market, edge AI is steadily gaining traction. Industry sources highlight the need for seamless integration...
Saturday 29 March 2025
No quick fix: Renesas tightens belt with layoffs, pay freeze
Renesas Electronics CEO Hidetoshi Shibata said on March 26 that layoffs and a pay freeze are necessary responses to the prolonged slump in the global semiconductor market. Speaking...
Saturday 29 March 2025
Global fab equipment spending to surge 18% in 2026, says SEMI
Global investment in front-end fab equipment is projected to increase by 2% year over year to US$110 billion in 2025, marking the sixth consecutive year of growth since 2020, according...
Saturday 29 March 2025
Color e-paper industry sees growth with large displays and new tech
The electronic paper (e-paper) industry is thriving with innovations in color technology. E Ink Holdings (EIH) and Netronix experienced a successful 2024 and anticipate increased...
Friday 28 March 2025
SK Hynix to finalize 2026 HBM production target by mid-2025 amid rising AI demand
SK Hynix announced during its 77th shareholders' meeting that it will determine product volume for its high bandwidth memory (HBM) lineup in the first half of 2025. CEO Noh-Jung Kwak...
Friday 28 March 2025
PCB marker ACCL expands production to meet AI server demand amid market shifts
Allied Circuit (ACCL), a PCB manufacturer backed by Compal, is navigating a pivotal shift in the server market as traditional server demand wanes and AI servers gain dominance. By...
Friday 28 March 2025
SenseTime cuts losses by one-third in 2024, generative AI now 64% of revenue
SenseTime reported its full-year 2024 earnings, revealing a significant narrowing of losses alongside a surge in generative AI (GenAI) revenue, underscoring the Chinese AI company's...