Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China’s “trade-in” subsidy program, and mounting inventory challenges has prompted Chinese…
Why Apple’s road to ‘Made in India’ is longer than it looks
Despite surpassing analysts’ forecasts for both revenue and profit in its fiscal second quarter, Apple CEO Tim Cook expressed caution…
Pegatron ramps up 5G O-Ran strategy in SEA to navigate market shifts and expand telecom infrastructure
In response to the initial US-China trade war, Pegatron Corporation began expanding into Indonesia in 2019, setting up operations in…
China’s Pony AI is Uber’s latest robotaxi partner in Middle East
Robotaxi company Pony AI will partner with ride-hailing giant Uber Technologies Inc. to launch in the Middle East this year,…
Hopper-to-Blackwell shift dents Supermicro’s Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast…
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and Bloomberg, On May 6, 2025, Marvell Technology announced the postponement of its planned Investor Day to…
Supermicro sees softer FY25 as customers defer AI infrastructure rollouts
Supermicro announced its fiscal third quarter results for the period ended March 31, 2025, reflecting challenges from customer delays in…
Export controls take $1.5B toll, but AMD bets big on AI accelerator boom
On May 6, Advanced Micro Devices (AMD) reported robust first-quarter results for 2025 despite looming challenges from new US export…
AMD posts strong Q1, but margin pressure clouds Q2 outlook
Advanced Micro Devices (AMD) announced its financial results for the first quarter, showcasing significant growth across key metrics, driven by…
As Qualcomm stalls in China, MediaTek powers up
Recently, the two major Android SoC brands, MediaTek and Qualcomm, have shared their market outlooks. Both companies maintain a positive…