30
Jun
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.
30
Jun
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.
30
Jun
China unveils mosquito-sized military drone despite skepticism
China has showcased a prototype micro-drone no larger than a mosquito, drawing international attention for its potential military applications but raising questions about its operational readiness and real-world performance.
30
Jun
India roundup: Taiwanese firm on thin ice over Indian investments
Despite rising investments in India, Taiwanese companies remain cautious, treading carefully as if walking on thin ice.
30
Jun
Optical makers eye busy third quarter with cautious optimism
The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following shareholder meetings. While optimism about the second half of 2025 prevails, several companies emphasize ongoing uncertainties tied to market demand and macroeconomic factors.
30
Jun
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.
30
Jun
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.
29
Jun
SDC teases a new gaming monitor with a 4th Gen WOLED panel and up to a 720Hz refresh rate

29
Jun
LG Display begins mass production of the 27-inch Gaming OLED with Primary RGB Tandem structure

29
Jun
Asus PA32QCV full specifications and features
