From subsidies to subtraction: Lip-bu Tan rewrites Intel’s revival playbook

The semiconductor industry rarely sees such a stark contrast in leadership philosophy as the one emerging between Intel’s current and former CEOs. Pat Gelsinger, who recently stepped down after failing to engineer Intel’s revival, now offers strategic advice to Japan’s Rapidus on challenging TSMC. Meanwhile, his successor, Lip-Bu Tan, has wasted no time in his emergency appointment, announcing significant layoffs just three months into his tenure.

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AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth

Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second quarter of 2025. Industry analysts expect demand to intensify further in the third quarter of 2025, providing fresh momentum for the broader AI server ecosystem in the second half of the year.

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DDR4 memory shortage pushes prices up as industry moves faster to DDR5

Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously upbeat about growth heading into the third quarter of 2025. A worsening shortage of DDR4 modules has triggered a surge in rush orders from customers, with demand skyrocketing and prices for DDR4 now surpassing those of newer DDR5 products—a rare flip that’s accelerating the industry’s transition to next-gen memory. Analysts expect the supply crunch to persist through the end of the year.

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ASE COO flags potential setback to US$1 trillion semiconductor goal due to US tariffs and currency pressures

As the US enters a new phase of tariff enforcement—with the buffer period on reciprocal tariffs nearing expiration—concerns are growing that the global semiconductor industry’s path to US$1 trillion in annual revenue could be delayed. ASE Technology’s COO Tien Wu warned that geopolitical tensions, including tariffs and volatile Asian currencies, may push the target back by three to five years.

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SDC teases a new gaming monitor with a 4th Gen WOLED panel and up to a 720Hz refresh rate

Almost simultaneously with LG Display’s announcement that it has begun the mass production of its 4th Gen PrimaryRGB WOLED display panel for gaming monitors, a post on Reddit teased a new product by SDC (super Display Co.) – a monitor dubbed Lightning 540-Meta with a 26.5-inch QHD WOLED display and a native refresh rate of 540Hz, which can be increased to 720Hz, when the resolution is decreased…

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LG Display begins mass production of the 27-inch Gaming OLED with Primary RGB Tandem structure

Earlier this year, LG Display introduced its fourth-generation OLED technology for TVs, and has now applied it to monitor panels as well. The latest 27-inch OLED gaming panel incorporates its proprietary Primary RGB Tandem structure, achieving a record-breaking peak brightness of 1500 nits (1.5% APL) – the highest among existing OLED monitors. This technology stacks red, green, and two…

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Asus PA32QCV full specifications and features

The Asus PA32QCV was announced 1 year ago and was again “presented” in December 2024. However, it is only now that Asus can unveil the full specifications and features of this 6K ProArt monitor targeted at video editors, photographers, AI artists, and other professionals. The Asus PA32QCV features a 31.5-inch IPS display with a 6K resolution (6016 x 3384 px) and a 218 ppi. Compared to a 4K…

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