Innolux targets a 2024 profitability rebound with a strategic overhaul fueled by 5G-A and AI integration

Panel giant Innolux Corporation is set to return to profitability in 2024 due to the sale of its factory to TSMC. Looking ahead to the first quarter of 2025, Innolux stated that China’s trade in subsidy policy will continue, and the North American tariff effects will further boost customer demand, driving shipments of TV and IT panels. Prices are expected to remain stable and may even rise.

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Great Expectations: can Lip-Bu Tan pull off Intel’s manufacturing spinoff?

Intel’s incoming CEO Lip-Bu Tan is poised to spearhead a strategic shift at the semiconductor giant, with analysts predicting a fundamental overhaul of its manufacturing strategy. Tan, who assumes leadership on March 18, replaces Pat Gelsinger at a critical juncture as the company grapples with financial losses, manufacturing challenges, and stiff competition from rivals such as TSMC and AMD.

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Tencent ramps up Nvidia H20 orders as DeepSeek’s breakout spurs AI arms race

Tencent Holdings Ltd. has reportedly ordered tens of billions of yuan worth of Nvidia H20 AI chips to support its expansion into large-scale AI applications. Caijing Magazine reports that this surge in demand has created a short-term supply crunch for H20 chips. To meet Tencent’s order, Nvidia is now reallocating resources to stabilize deliveries.

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WebComm hits record revenue while expanding into high-tech manufacturing and IPC industry

WebComm Technology, a leading provider of digital identity verification and cybersecurity solutions, reported a record-breaking revenue of NT$518 million (US$15.75 million) in 2024, with gross margins climbing even higher. The company originally focused on serving financial institutions and has recently expanded its business scope, securing clients in the high-tech manufacturing and industrial PC (IPC) sectors.

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Caught between US-Sino tech crossfire, Tesla deepens Baidu ties

Escalating trade tensions under President Trump’s new tariff regime are forcing Tesla to recalibrate its China strategy, with deeper Baidu partnerships emerging as a crucial lifeline. The electric vehicle (EV) maker faces growing data restrictions as Chinese regulations prevent its 2 million vehicles from transmitting information back to the US for driving systems training, while US policy simultaneously blocks AI software training in China—effectively crippling Tesla’s Full Self-Driving (FSD) capabilities in the world’s largest auto market.

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