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Feb 27
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like a gaming dip. Here's what's special about the numbers:
RRP Electronics, supported by cricket legend Sachin Tendulkar, has partnered with Deca Technologies to enhance India's semiconductor industry. This collaboration integrates advanced packaging technologies, positioning India as a stronger player in the global market. Maharashtra approved RRP's substantial investment in a semiconductor unit, promising significant economic and technological advancements.

Nvidia's fourth-quarter earnings for fiscal year 2025 revealed a complex global strategy, where regional performances reflect both market demand and geopolitical pressures. The US surge, China's defiance, Taiwan's stability, and Singapore's decline paint a picture of a company navigating a fractured global landscape.

Acter, a leading cleanroom integration engineering company, achieved unprecedented revenue and profit levels in the fourth quarter and full year of 2024, owing to a large rise in project recognition from clients in Taiwan, China, and Southeast Asia.
Micron Technology has delivered its sixth-generation 10nm DRAM samples ahead of schedule, pressuring Samsung Electronics as it struggles with yield issues and design adjustments. South Korean media, including ZDNet Korea and Seoul Economic Daily, report that Micron's 1γ DRAM shipments are outpacing market leader Samsung, raising industry concerns.
PCB industry braces for sustained pricing pressures
Mar 3, 12:37
The PCB industry is facing intense price competition, causing operational losses for companies like Career Electronic, Flexium Interconnect, and Uniflex Technology. Although a recovery in the global flexible printed circuit market was anticipated in 2024, weak consumer demand and ongoing price pressures have hindered progress. In contrast, niche manufacturers like Complex Micro Interconnection (CMI) are experiencing steady operational improvements.

In an op-ed published in Fortune, former Intel CEO Craig Barret argues that Intel's future lies not in breaking the company into separate design and manufacturing units, but in restoring strong, experienced leadership at its helm. Barret contends that the company's recent technological resurgence—evidenced by advancements like state-of-the-art 2nm technology, high NA EUV lithography, and innovative backside power delivery—demonstrates that Intel is poised to regain its leadership in semiconductor manufacturing.

As India emerges as a potential key player in the semiconductor industry, Tata Electronics' partner, Tokyo Electron, is contemplating establishing a manufacturing presence in India, reports the Economic Times.
Delta Electronics plans to expand the Indian market with industrial automation foray. Tata is expected to sign MoUs with semiconductor firms to enhance its chip capabilities.
Intel is further delaying the opening of a much-touted new semiconductor complex in Ohio, marking the latest setback to the chipmaker's expansion plans.
The UK has unveiled its most expansive round of sanctions yet targeting Russia, encompassing 107 new designations, among which are 10 companies hailing from China and Hong Kong. In a departure from previous measures, this latest blacklist incorporates a broader array of individuals and entities from regions beyond Russia, including so-called "third country" firms acting as intermediaries. According to Voice of America, legal experts studying Hong Kong's role in facilitating Russia's activities note that, while these steps are proactive, the implicated companies can dissolve within days, only to swiftly reemerge and resume their operations unabated.
These are the most-read DIGITIMES Asia stories from February 24 – February 27.