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04 Feb

NXP records sales slump amid industrial downturn

February 4, 2025
By jeff

NXP Semiconductors reported a 9% revenue decline in the fourth quarter of 2024 to US$3.11 billion amid pricing pressures and increased competition. With conservative guidance for the first quarter of 2025, industry analysts note that while automotive demand remains stable, weakness in other sectors highlights broader economic challenges, particularly in Europe.

04 Feb

Latest News and Trends

Samsung Display sales halved over the past decade

February 4, 2025
By jeff

Samsung Display sees mixed performance amid industry shifts, with KRW29.2 trillion (US$19.99 billion) in sales during 2024, representing a dramatic decline from a decade ago. The company’s operating income dropped from KRW5.57 trillion in 2023 to KRW3.7 trillion in 2024, reflecting intensifying competition from Chinese manufacturers.

04 Feb

Latest News and Trends

Aleees grows lithium IP certification clientele

February 4, 2025
By jeff

Advanced Lithium Electrochemistry (Aleees) has seen steady progress in its lithium intellectual property (IP) certification, even as trade wars and heightened tariffs pose a looming threat to the EV and energy storage industries in 2025. The company released its latest customer certification progress report on February 3, reflecting steady growth in the global lithium battery market.

04 Feb

Latest News and Trends

Pegatron cuts shareholding of Indian iPhone plant to 40%

February 4, 2025
By jeff

Pegatron has disclosed that it has reduced its holding in an Indian subsidiary to 40%, confirming reports saying India’s Tata Electronics has acquired a 60% stake in the Taiwanese maker’s iPhone manufacturing plant in the South Asian country.

04 Feb

Latest News and Trends

CSPs embrace DeepSeek as AI infrastructure spending surges

February 4, 2025
By jeff

China’s AI startup DeepSeek has emerged as a significant player in the AI landscape. While some US government offices have restricted DeepSeek’s use, Amazon’s AWS and Microsoft have announced support for DeepSeek models. Recent earnings reports from Meta and Microsoft demonstrate continued investment in AI innovation and infrastructure, with capital expenditures showing no signs of deceleration. Google, set to release its earnings shortly, has yet to declare its position.

03 Feb

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Trump’s tariff gamble puts North America’s auto industry on edge

February 3, 2025
By jeff

The Biden administration is set to impose a 25% tariff on imported goods from Canada and Mexico, with the automotive sector taking the hardest hit.

03 Feb

Latest News and Trends

Beyond price war: China’s solar giants locked in escalating patent disputes, reshaping global landscape

February 3, 2025
By jeff

In 2024, China’s solar power manufacturing sector faced its toughest year for profitability due to fierce internal competition and a relentless price war. These challenges are further compounded by a patent war that began earlier and is expected to intensify into 2025.

03 Feb

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OpenAI’s Altman signals rare shift as Deepseek shakes AI landscape

February 3, 2025
By jeff

DeepSeek’s open-source AI has rattled the industry, forcing OpenAI to reconsider its stance. In a rare admission, CEO Sam Altman conceded that OpenAI “is on the wrong side of history” regarding open-source AI, hinting at a potential shift in strategy.

03 Feb

Latest News and Trends

Key memory chip prices revert to 4Q23 levels

February 3, 2025
By jeff

The memory market underwent a phase of rest and consolidation just prior to the Lunar New Year holiday. DDR5 has experienced modest price increases in recent months, while other products, including DDR4 and NAND wafers, have experienced minor decreases of 1-2%. Nevertheless, overall demand remains subdued, according to industry sources.

03 Feb

Latest News and Trends

Trump 2.0 prospects: tariffs spark potential three-way supply chain realignment

February 3, 2025
By jeff

President Trump’s administration has escalated trade tensions since taking office, implementing a 25% tariff on goods from Canada and Mexico and a 10% tariff on Chinese imports since February 1, 2025. The administration is considering additional tariffs targeting semiconductors, pharmaceuticals, steel, aluminum, copper, and oil and gas by mid-February. Potential tariff measures against the European Union are also under consideration.

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