While Taiwan's semiconductor and server sectors have thrived in recent years, traditional industries have faced mounting challenges. In response, the government has proposed encouraging these industries to form industrial holding companies to achieve economies of scale. However, this initiative has met with mixed reactions from industry players and has struggled to gain widespread support.
US President Donald Trump's proposed new semiconductor tariffs could create an unexpected windfall for India's growing tech sector, according to industry experts.
While the release of an open-source model by Chinese AI startup DeepSeek has been met with widespread acclaim in China, mainstream US media have responded with cautious scrutiny, raising concerns about potential privacy and national security risks. However, US President Donald Trump unexpectedly has taken a notably different stance on DeepSeek.
Chinese smartphone brands and system-on-chip (SoC) designers are showing increased optimism about demand for premium devices, driven by the country's new consumer electronics subsidy program. This development particularly benefits Qualcomm and MediaTek, which are strengthening their flagship smartphone SoC offerings while their competitor Apple faces growing market challenges in China.
Baidu has launched its third-generation Kunlun AI chip cluster, marking China's first domestically developed large-scale AI computing deployment. The company's 10,000-GPU Wanka cluster began operations in early 2025, though nearly a year behind schedule. Baidu AI Cloud plans to further expand its computing infrastructure with an upcoming 30,000-GPU cluster deployment.
Samsung Electronics Chairman Jae-Yong Lee's recent acquittal in a merger and accounting fraud trial marks the end of the company's decade-long "judicial crisis," according to South Korean media. Industry observers expect Lee to revive his "speedy management" style to tackle crucial challenges in decision-making and semiconductor competitiveness.
Global semiconductor distribution leaders Arrow Electronics and Avnet have expressed cautious optimism about the market outlook, despite ongoing challenges in various regions.
Jim Keller, a semiconductor industry veteran, remains deeply involved in RISC-V development, working to establish a new foundation for AI-driven computing despite being years away from turning 70. In a recent interview with the Computer History Museum (CHM), he reflected on his decades-long career and technological contributions.
Taiwan's export growth maintained its momentum in January 2025, driven primarily by artificial intelligence (AI) and high-performance computing (HPC) demand, according to statistics from Taiwan's Ministry of Finance (MOF).
MediaTek is already engaged in developing AI ASIC chips and anticipates revenue from this segment to materialize in 2026, according to company CEO Rick Tsai.
As Intel's CEO position has remained unfilled for over two months, recent management changes at GlobalFoundries (GF) have sparked speculation. Dutch media outlet Bits & Chips reported that GF CEO Thomas Caulfield may "parachute" into a leadership role at Intel or its subsidiary, Intel Foundry.
Renesas Electronics Corp., a leading Japanese semiconductor manufacturer, reported significant declines in revenue and profit for the fiscal year 2024 (January–December), primarily due to weaker earnings from its industrial chip segment.
With the growing buzz surrounding DeepSeek, its website and application have seen a massive surge in traffic. The influx of new users has led to repeated "server busy" delays, raising concerns that despite DeepSeek's advantage of low-cost models, it may face bottlenecks due to overwhelming demand for computational power.
Chinese AI startup DeepSeek made a splash during the Lunar New Year, sparking a critical debate: Will advancements in AI model efficiency drive up or reduce demand for chip hardware? Industry opinions remain divided.
Silicon Motion's 2024 financial performance exceeded market expectations, delivering US$836 million in revenue, representing a 26% increase from 2023. The company's gross margin rose considerably from 43% in 2023 to 46.2%, while net profit after tax reached US$116 million.
On February 6, US-based MCU and analog chip developer Microchip Technology released a fourth-quarter net sales prediction that did not meet the average estimates from analysts.
Arm China announced on February 6th, 2025 that it has appointed Feng Chen as its new CEO, following the departure of co-CEOs Renchen Liu and Eric Chen. Before this appointment, Feng Chen held key positions at SMIC (Semiconductor Manufacturing International Corporation), where he served as the Director of the Design Services Department and Head of the Department.
High-speed transmission chip maker Parade Technologies (Parade) is advancing its USB4 product line and achieving new developments in display applications, servers, and high-speed transmission ASICs.
Taiwanese network IC design house Realtek Semiconductor has expressed confidence in its business prospects for 2025, as evidenced by improved order visibility and technological advancements.
Although Qualcomm delivers better-than-expected financial performance across its business, the company expects flat smartphone growth in 2025, impacting its licensing business in the coming year.
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiumization trend has been partly influenced by TSMC's recent price adjustments for their 3-nanometer and 4-nanometer products.
