RichWave forecasts Wi-Fi revenue to reach 30% of total earnings by late 2025, fueled by global telecom growth

RichWave Technology, a leading Taiwanese RF front-end chip manufacturer, reports that the adoption rate of Wi-Fi 7 is rapidly increasing, with major global telecom operators poised to enter mass production in the second quarter of 2025. This momentum is expected to intensify by the third quarter, driven by the proactive stance of these operators.

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Honor unveils bold AI-centric vision at MWC 2025, aims to lead the global smart device ecosystem

At MWC 2025, Chinese smartphone brand Honor announced its bold shift from a smartphone manufacturer to a global leader in the AI-powered device ecosystem. In a highly anticipated pre-show press conference, Honor not only revealed its ambitious Honor Alpha Plan and introduced the Honor AI Agent but also showcased several cutting-edge products, signaling its full-fledged entry into the AI and smart technology space.

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Two major challenges for TSMC’s US$100 billion US investment and 6 other takeaways

In a historic White House press conference, President Donald Trump joined TSMC Chairman C.C. Wei to announce a monumental US$100 billion investment by TSMC in the United States. The event, attended by US Secretary of Commerce Howard Lutnick and White House AI and Semiconductor Advisor David Sacks, underscored America’s aggressive push to reassert dominance in the global semiconductor industry. Beyond the staggering financial commitment, the conference revealed the strategic motivations, economic implications, and key personalities shaping this transformative deal.

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Tong Hsing upbeat about optical communications segment, but automotive market outlook remains uncertain

Tong Hsing Electronic, a semiconductor packaging service and substrate provider, has forecast a mid single-digit quarter-over-quarter decline in revenue for the first quarter of 2025 due to seasonal weakness. Looking ahead to the full year, Tong Hsing president Heinz Lu pointed out that due to geopolitical factors, automotive customers remain conservative. But he is optimistic about the future growth momentum for ceramic substrate modules and the fiber optic communications segment in the RF module product line.

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Microchip Technology restructures: 2,000 layoffs across US and Philippines amidst automotive chip slump

Microchip Technology is undergoing significant restructuring in response to a downturn in the automotive chip market. The company has announced the layoff of approximately 2,000 employees, representing 9% of its total workforce. The layoffs will affect facilities in the US, Philippines, and other locations, with particular impact on its Gresham Fab 4 in Oregon, Fab 5 in Colorado Springs, and backend manufacturing plant in the Philippines. These workforce reductions are part of a broader plan to reduce operating costs as the automotive chip sector faces challenges.

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