Japanese semiconductor foundry Rapidus has signed an MoU with Singapore-based IC design contractor Quest Global to collaborate on the design and production of its upcoming 2nm chips. The partnership, announced on March 25, 2025, aims to leverage Quest’s customer network while accelerating the development of power-efficient, general-purpose AI semiconductors.

Nvidia’s high-end AI server, the GB200, is facing challenges due to technical bottlenecks and material supply issues. Industry sources report that key materials used for chip substrates are in short supply due to insufficient production capacity from Japanese suppliers, raising concerns regarding future shipment schedules. However, Taiwan Glass, a major player in the glass manufacturing industry, recently announced that it has successfully overcome the capacity gap.

Goertek, a leading Chinese supplier of precision components and smart hardware, bucked the downturn in the global consumer electronics market with a strong 2024 earnings report. Annual revenue topped CNY100 billion (approx. US$13.8 billion) for the first time, while net profit soared nearly 145% year-over-year.