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Tuesday 4 February 2025
Samsung bets on Galaxy S25 launch after weak mobile earnings
Samsung Electronics reported disappointing fourth-quarter 2024 results for its Mobile Experience (MX) and Network (NW) divisions, as new product sales failed to meet expectations...
Tuesday 4 February 2025
South Korean industry skeptical of DeepSeek's AI cost claims
DeepSeek, a Chinese artificial intelligence (AI) startup, has stirred industry discussion with the announcement of its new "high-efficiency AI" model. The company claims this new...
Tuesday 4 February 2025
HTC's US$250 million XR deal with Google raises industry concerns
HTC has agreed to transfer its XR development team to Google for US$250 million, including non-exclusive licensing of its XR patents. This strategic move has sparked varied reactions...
Tuesday 4 February 2025
Rise of DeepSeek brings new opportunities, according to component suppliers
Component manufacturers foresee that the emergence of DeepSeek may attract the interest of additional enterprises engaged in innovative AI applications, stimulate the advancement...
Tuesday 4 February 2025
NXP records sales slump amid industrial downturn
NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for...
Tuesday 4 February 2025
Samsung Display sales halved over the past decade
Samsung Display sees mixed performance amid industry shifts, with KRW29.2 trillion (US$19.99 billion) in sales during 2024, representing a dramatic decline from a decade ago. The...
Tuesday 4 February 2025
CSPs embrace DeepSeek as AI infrastructure spending surges
China's AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek's use, Amazon's AWS and Microsoft have...
Tuesday 4 February 2025
Taiwan server ODMs see DeepSeek upside
The emergence of Chinese AI model DeepSeek has sparked concerns over demand for high-end AI servers, raising fears of a potential blow to Taiwan's server ODMs. However, industry insiders...
Tuesday 4 February 2025
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry...
Tuesday 4 February 2025
Risks of global economic downturn rise as industries face turbulence after Lunar New Year
Following the end of the Lunar New Year holidays in 2025, the Taiwan stock market opened with a sharp decline. Experts believe this is due to the unexpected introduction of China's...
Tuesday 4 February 2025
Optiemus Electronics partners with TP-Link to manufacture networking devices amid Make-in-India
Optiemus Electronics, an India-based electronics manufacturing services (EMS) provider, has formed a strategic partnership with China-based TP-Link to manufacture networking devices...
Tuesday 4 February 2025
China GPU market struggles with oversupply and fragmented ecosystem
China's AI sector is transitioning from massive model development to inference applications. While tech giants like ByteDance and Alibaba have constructed large GPU clusters, much...
Monday 3 February 2025
Beyond price war: China's solar giants locked in escalating patent disputes, reshaping global landscape
In 2024, China's solar power manufacturing sector faced its toughest year for profitability due to fierce internal competition and a relentless price war. These challenges are further...
Monday 3 February 2025
OpenAI's Altman signals rare shift as Deepseek shakes AI landscape
DeepSeek's open-source AI has rattled the industry, forcing OpenAI to reconsider its stance. In a rare admission, CEO Sam Altman conceded that OpenAI "is on the wrong side of history"...
Monday 3 February 2025
Key memory chip prices revert to 4Q23 levels
The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products,...