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Wednesday 22 January 2025
China's GPU IPO momentum continues: MetaX prepares for A-share listing
On January 16, 2025, reports emerged that Muxi Integrated Circuit Co., Ltd. (MetaX), a Chinese GPU manufacturer, entered the IPO pipeline for the A-share market after completing its...
Wednesday 22 January 2025
Panel prices set to rise amid earthquake disruption and polarizer shortage
A recent earthquake in Chiayi, Taiwan has caused partial production disruptions at Innolux, though the situation remains under control. This development, combined with PET material...
Wednesday 22 January 2025
India powers semiconductor ambitions with GaN and SiC tech
Earlier this month, the Andhra Pradesh state government in India signed a memorandum of understanding (MoU) with Indichip Semiconductors and its Japanese joint venture partner, Yitoa...
Wednesday 22 January 2025
Jensen Huang's low-key China visit: Nvidia's strategic maneuver through US-Sino tensions
Nvidia CEO Jensen Huang's recent low-profile visit to China has reaffirmed the company's strategic focus on this crucial market amid tightening US restrictions on advanced semiconductor...
Wednesday 22 January 2025
Nvidia GB200 thermal issues may impact SK Hynix's 1Q25 outlook
Industry sources indicate that thermal issues associated with GB200 have prompted major clients including Microsoft, Amazon, Google, and Meta to reduce their orders, impacting not...
Wednesday 22 January 2025
Trump's inflation plan sparks hope for chip sector rebound
Shortly after taking office, President Trump swiftly signed several executive orders to fulfill his campaign promises. A key focus for the business sector is his sweeping energy policy...
Tuesday 21 January 2025
IC design houses post mixed 2024 results
In 2024, Taiwan's IC design companies experienced mixed results, marked by uneven growth and setbacks. Performance varied based on the applications they served, with some benefiting...
Tuesday 21 January 2025
Taiwan high-speed transmission interface chip vendors see growing non-Intel PC market share
The non-Intel sector is eroding Intel's market share in the PC CPU sector. Taiwanese high-speed transmission interface chip providers, like Parade and ASMedia, have emerged as beneficiaries...
Tuesday 21 January 2025
Poland is now under US sanctions, cut off from advanced tech
Poland's aspirations to become a European AI leader have hit a significant roadblock following new US export controls on advanced technology. According to the Polish Press Agency...
Tuesday 21 January 2025
French AI firms warn Europe to reduce reliance on the US
Europe has developed its response to the Biden administration's new strategy aimed at restricting China's access to artificial intelligence (AI) chips.
Tuesday 21 January 2025
BOE begins succession plan with new CEO appointment
China's display giant BOE has completed its 11th board election, marking the start of a succession process for the company valued at over CNY160 billion (US$22 billion). At 60 years...
Tuesday 21 January 2025
Nvidia, MediaTek unite to advance AI PCs; major launch expected in September 2025
Nvidia's partnership with MediaTek is generating significant buzz in the semiconductor industry, attracting keen interest from analysts and stakeholders alike. The collaboration aims...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Tuesday 21 January 2025
Socionext eyes 2nm chip development, weighs Rapidus as TSMC alternative
Socionext, a Japanese IC design house, is advancing plans to develop semiconductor products utilizing 2nm process technology in North America. While the company considers Rapidus,...
Monday 20 January 2025
WT Microelectronics expects AI-driven surge in 2025, optimistic about recovery in automotive and industrial sectors
Taiwan-based electronics distributor WT Microelectronics has steadily expanded its global distribution network following the completion of its acquisition of Future Electronics. The...