07
Mar
07
Mar
China sovereign AI
China invests in data centers with an infrastructure-driven approach to accelerate the development of its sovereign AI ecosystem.
07
Mar
Topco Scientific to embrace strong 2025, confident in its global market approach
Topco Scientific (TSC) anticipates that its operational apex will be achieved in 2025, as the demand for silicon wafers, photoresists, and other related materials has grown significantly. With the US emerging as a manufacturing powerhouse and a critical focus for growth, the company remains optimistic that its overseas market strategies will yield benefits.
07
Mar
Toray to establish Taiwan R&D centers for semiconductor partnerships
Leading Japanese fiber material maker Toray announced plans for new investments on March 3, 2025, which will see the establishment of Toray Taiwan Technical Centers (TTTC) in Taipei’s Songshan District and Zhubei in Hsinchu County. In addition, the company will strengthen collaborations with Taiwan’s academic sector and semiconductor industry through the development of semiconductor technologies and materials.
07
Mar
DeepSeek’s value lies in open-source innovation, not cost, says AMD CEO Lisa Su
Nvidia CEO Jensen Huang recently announced the company’s fourth-quarter fiscal 2025 (4QFY25) financial results, reinforcing investor confidence in AI’s long-term growth, even amid industry shifts sparked by DeepSeek’s emergence.
07
Mar
Nvidia standardizing BBUs for AI data centers? Battery module suppliers scale up production
The surge in AI server deployments is fueling increased demand for backup battery units (BBUs). Dynapack International Technology President Chung-hsing Chang noted that demand is not only growing but also shifting toward higher power capacities, with BBU wattage set to rise from 3–5kW to 8kW. Future product roadmaps indicate that upcoming BBU models will surpass 100kW.
07
Mar
E Ink expands into large-format color e-paper displays amid three key challenges in 2025
E Ink has declared 2025 as the “year of large-format color e-paper displays,” marking a milestone in the company’s expansion into the large-format e-paper displays market. E Ink chairman Johnson Lee stated that as the company officially enters the large-format e-paper sector, it faces new challenges, including quality standards for large displays, mass production scalability, and strategic market expansion.
07
Mar
Sunon revises 1Q25 outlook to optimistic as AI server demand surges
Stronger-than-expected AI demand has prompted Sunonwealth Electric Machine Industry (Sunon) to upgrade its first-quarter 2025 outlook from cautious to optimistic. Initially forecasting a sequential decline, the company now expects quarter-over-quarter growth, fueled by surging AI server demand. Sunon sees strong AI server orders continuing in the first half of the year, with additional momentum in the second half from Wi-Fi 7 routers and 800G switches.
07
Mar
E Ink’s optimistic 2025 outlook with strong growth in ESL, IoT, and color e-paper
E Ink CEO Johnson Lee acknowledged the seasonal slowdown in the first quarter, citing weaker demand for electronic paper products, particularly in consumer electronics and electronic shelf labels (ESLs). However, he framed this period as a strategic opportunity for the company to recalibrate. Looking ahead to 2025, Lee projected strong demand for Internet of Things (IoT) applications, including ESLs, digital signage, and consumer electronics. He expects steady growth throughout the year.
07
Mar
Automotive IC demand remains sluggish amid deepening tariff conflicts
Despite a resurgence in demand for various applications, the demand for automotive processors remains flat. Although a few chip companies are still experiencing growth due to new technology products or recently entering the supply chain, there is currently no noticeable recovery among major integrated device manufacturers (IDMs) and IC design firms in Europe and the United States.