Taiwan server revenue and shipment forecast, 2025
Competition for AI hardware deployment is showing no sign of resting with Taiwanese ODMs’ server-related business revenues expected to surge…
Shifted Chinese orders to boost Taiwan OSAT revenue starting 2Q25
The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms,…
Jensen Huang plays coy on Intel foundry rumors, confirms Nvidia’s Blackwell chips to roll out from TSMC’s Arizona fab
At GTC 2025, Nvidia CEO Jensen Huang dismissed speculation about the company’s role in a TSMC-led consortium to acquire Intel’s…
Japan govt to inject additional US$1 billion in Space Strategy Fund projects
The Japanese government has established a Space Strategy Fund (SSF) to subsidize research and development in space technology, aiming to…
SoftBank’s US$6.5B Ampere takeover: power play in AI chips with Arm
SoftBank Group is acquiring US-based chip designer Ampere Computing LLC for US$6.5 billion in cash, expanding its AI semiconductor portfolio.…
Taboola expands in Taiwan with new flagship office, boosting AI talent and innovation
Taboola, the world’s leading advertising content recommendation company, has expanded its presence in Taiwan with the official launch of its…
China’s EDA power play: Empyrean Technology acquires Xpeedic in strategic semiconductor M&A
On March 17, 2025, China’s leading EDA software company, Empyrean Technology, announced plans to acquire a majority stake in Shanghai-based…
Huawei turns to SMIC’s 7nm for Kirin X90 PC chip, cutting ties with Intel and Microsoft
Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software.…
Samsung’s HBM3E reportedly receives high marks during Nvidia audit
Samsung Electronics’ fifth-generation HBM3E received satisfactory scores during Nvidia’s recent audit and is expected to pass Nvidia’s quality certification as…
Iteq gears up for AI notebook surge in 2Q, eyes 2025 rebound
Iteq Corporation (Iteq), a major copper-clad laminate (CCL) manufacturer, faced growth challenges in 2024 due to Nvidia’s GB200 chip shipment…