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Latest news and trends for industry
26
Apr
TCL T6C specifications and pricing for the U.K.
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Posted by
jeff

26
Apr
China’s BOE reclaims growth edge as global display cycle flips bullish
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Posted by
jeff
BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up 13.66% year-over-year. Net profit attributable to shareholders jumped 108.97% to CNY5.323 billion, while non-recurring net profit surged 706.6% to CNY3.837 billion. Basic earnings per share came in at CNY0.14.
26
Apr
China reportedly considers exempting some US goods from 125% retaliatory tariffs
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Posted by
jeff
Chinese authorities are reportedly considering exempting certain US-imported products from the increased 125% retaliatory tariffs imposed on American goods. This move aims to help Chinese industries manage the significant cost pressures brought by comprehensive reciprocal tariffs.
26
Apr
GB300 system vendors’ shipments remain unaffected despite reports on initial design changes
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Posted by
jeff
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan’s ICT industry in 2025. For key players following Nvidia’s trajectory, including Foxconn, Quanta, and Wistron, AI servers are expected to drive their growth throughout 2025.
26
Apr
China’s weaponizing of raw materials in tariff war could cripple US EV supply chain
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Posted by
jeff
US President Donald Trump has imposed several tariffs since taking office, resulting in retaliatory actions from several countries. The response from China has garnered the most attention, especially its export restrictions on key industrial raw materials, rare earth minerals, and magnets, which could significantly impact the fledgling electric vehicle (EV) supply chain in the US.
26
Apr
Parade foresees robust Q2 amid tariff uncertainties, bullish on AI PC growth
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Posted by
jeff
Parade Technologies, a leading high-speed interface IC supplier, projects a resilient second quarter of 2025, with demand poised to match the vigor of the first quarter. The company’s forecast excludes tariff impacts, which remain unpredictable, yet initial effects appear more beneficial than detrimental.