AMD CEO Lisa Su is ready for the AI spotlight
Advanced Micro Devices (AMD) CEO Lisa Su has spent most of her decade in the top job at the chipmaker keeping a tight rein on expectations.
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Dec
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Dec
COP29 outlines global energy shift, signals challenges for Taiwan
Following two weeks of heated discussions, the COP29 climate summit concluded with debates over climate financing dominating headlines. However, significant strides were made in energy, with resolutions on hydrogen, energy storage, and carbon trading establishing a framework for global energy transformation.
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Dec
NXP may allocate significant portion of US$1 billion to India’s Karnataka state
NXP Semiconductors is taking steps to strengthen its foothold in India with a substantial investment commitment that underscores the country’s burgeoning status as a technological powerhouse. The company plans to inject over US$1 billion into India, focusing significantly on enhancing research and development capabilities. A considerable portion of this investment is set to benefit Karnataka, a southern state that is quickly becoming a magnet for technological investment and innovation.
06
Dec
Phihong to ramp up production for low-orbit satellite products in 1H25
Leading power supply maker Phihong Technology held its quarterly earnings call on December 5, during which general manager Allan Lin noted that the company has begun low-volume shipments of power supplies for low Earth orbit (LEO) satellite applications in recent months, with plans to gradually ramp up production in the first half of 2025. Meanwhile, the company is continuing its transition toward high-wattage products, with growth anticipated particularly in the network communications and industrial control markets.
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Dec
Huawei’s Mate 70 launch stirs US scrutiny amid chipmaker clampdown
Huawei unveiled its Mate 70 series in late November, and by early December, the US imposed new restrictions targeting China’s semiconductor sector. Analysts speculate the high-profile release, promoted with the slogan “Strong enough to take off,” may have reignited US concerns, particularly over chips produced by SMIC, now under heightened scrutiny with subsidiaries flagged for “FN5” regulation.
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Dec
Semiconductor seismic shifts: leadership upheavals, AI gains, and global challenges
The semiconductor industry’s recovery continues to show stark contrasts. While artificial intelligence (AI) technologies fuel growth for select manufacturers, others struggle with persistently weak demand in the industrial and automotive sectors, prompting major leadership changes.
06
Dec
Global PMX optimistic about China, US NEV component purchases
Automotive component manufacturer Global PMX is cautiously optimistic about its automotive business outlook in the fourth quarter of 2024 and the first half of 2025 thanks to orders for new energy vehicle (NEV) components from China and the US.
06
Dec
Display makers expand healthcare footprint, expecting double-digit growth for 2025
Healthcare Expo Taiwan this year has just begun, featuring major companies such as AUO, Innolux, and Qisda, all of which are actively expanding into the healthcare sector. These companies have set ambitious revenue growth targets for 2025, targeting double-digit increases.
06
Dec
US ban on China affects equipment maker AIBT
Taiwanese equipment firm Advanced Ion Beam Technology (AIBT) is expected to be negatively impacted by the US’s stringent restrictions on China, with revenue from the Chinese market expected to significantly decline in 2025, according to industry sources.
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Dec
China counters US by proposing 20% price reduction on domestic products
China has unveiled countermeasures following Trump’s recent announcement of a 10% tariff on Chinese imports. On December 5, the Ministry of Finance of the People’s Republic of China (MOF) released a draft proposal that would grant domestic products a 20% price evaluation advantage in government procurement, creating a significant barrier for foreign competitors in the bidding market.