Chicony’s 1Q25 outlook: Embracing AI and high-value products

Chicony Power Technology, a prominent player in the power supply solutions market, is projecting a cautious start to 2025, with the first quarter likely to be subdued due to ongoing political and geopolitical challenges. However, the company remains hopeful for a stronger performance throughout the year, driven by the launch of high-value product lines, the acquisition of new customers, and the gradual ramp-up of new production capacity in Thailand.

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Compound semiconductor market on track for US$25 bln by 2030, fueled by EVs, 5G, and AI

The global compound semiconductor market is projected to reach US$25 billion by 2030, growing at an annual rate of nearly 13% from 2024, according to Yole Group’s Activity Manager Ezgi Dogmus. This surge, fueled by demand in the automotive, telecommunications, and consumer electronics sectors, is set to outpace the broader semiconductor industry.

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Asian Perspectives 3: Digital twins and smart vehicles

The concept of digital twins initially emerged in consumer applications for AR/VR/MR, but its future lies in smart manufacturing. Like quantum computing, this is not a technology that will take 20 years to materialize, but a tangible reality within the next decade. Hardware evolution may progress even faster than expected, but the real challenge lies in educating users and making these new technologies mainstream applications.

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Trump 2.0 unleashes tariff tactics: bold moves, hidden agendas, and the new world order

As US President Donald Trump marks the first month of his second term in office, the reforms and fiscal austerity measures of Trump 2.0 have exceeded expectations compared to his campaign promises. Whether it is the various cuts proposed by the “Department of Government Efficiency” (DOGE) led by Elon Musk or the recently passed tax reduction and spending cut bill that narrowly cleared the House of Representatives, the pace of these initiatives is astonishing, and their impact is profound.

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New contender in the error-corrected computing race: AWS’s Ocelot quantum chip

AWS has entered the quantum computing race with Ocelot, a chip featuring built-in error correction aimed at dramatically slashing development costs. The move follows IBM, Google, and Microsoft, highlighting the intensifying competition among cloud providers. AWS claims Ocelot can reduce costs by 90% compared to existing quantum error correction methods. The research findings were published in Nature, with potential applications spanning drug discovery, material science, and financial modeling.

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Deepseek shake-up: Alibaba’s XuanTie C920 chips embrace open-source AI shift

The debut of DeepSeek in early 2025 jolted the AI industry, triggering ripple effects across related sectors. Alibaba’s Damo Academy recently announced support for the DeepSeek-R1 series distilled models, fueling discussions in the semiconductor space. The rise of RISC-V as an open-source alternative is gaining momentum in China’s AI race, reshaping chip architectures.

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iPhone 16e faces pricing headwinds amid consumer downgrading in China and India

Apple has launched the iPhone 16e, the successor to the iPhone SE, with prices starting at US$599, up from US$429. Although it remains Apple’s most affordable iPhone, it has reset expectations for entry-level pricing. Analysts believe the iPhone 16e might boost sales in markets such as China and India, potentially spurring upgrades. This move is in line with CEO Tim Cook’s goal to expand Apple Intelligence internationally and China’s recent stimulus measures.

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A vision of robust PC upgrade cycle fuels optimism for 2025

Taiwanese semiconductor firms have recently shared their perspectives on the PC market’s trajectory for 2025, exuding optimism. This bullish sentiment stems from a confluence of factors poised to ignite a significant PC replacement wave next year. While the consumer landscape remains notoriously volatile, precluding definitive forecasts, industry leaders tentatively predict that customer restocking momentum will markedly outpace 2024 levels.

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