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22 Jan
Latest News and Trends

Microsoft relaxes exclusivity, allowing OpenAI to use rival cloud providers

  • January 22, 2025
  • By author-avatar jeff
Microsoft has revised its agreement with OpenAI, allowing the AI company to partner with other cloud service providers (CSPs). However, Microsoft retains the Right of First Refusal (ROFR), giving it a priority to match any competing offers before OpenAI commits to other providers.

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22 Jan
Latest News and Trends

Trump 2.0 has led to accelerated sales of US electric vehicles

  • January 22, 2025
  • By author-avatar jeff
During his campaign, Donald Trump announced the removal of the US$7,500 tax credit for consumers purchasing electric vehicles (EVs) under the Inflation Reduction Act (IRA). As a result, in the past few months, US EV sales have surged, reflecting a buying frenzy before the potential subsidy cuts.

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22 Jan
Latest News and Trends

PTI sees memory backend demand start recovering in 2Q25

  • January 22, 2025
  • By author-avatar jeff
Backend house Powertech Technology (PTI) anticipates a resurgence in demand from the memory sector beginning in the second quarter, with further enhancement projected through the fourth quarter.

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22 Jan
Latest News and Trends

DIGITIMES exclusive: Samsung refutes 1b DRAM redesign reports

  • January 22, 2025
  • By author-avatar jeff
Samsung Electronics has denied reports about the redesign of its fifth-generation 10nm-class DRAM (1b DRAM), following media speculation about changes to the latest commercially available technology. Sources had suggested the company was planning to adjust the design to improve performance and yield.

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22 Jan
Latest News and Trends

Topco teams with Depo to build solar station, advancing green energy initiatives

  • January 22, 2025
  • By author-avatar jeff
Topco Scientific Co. (TSC), a leader in Taiwan’s semiconductor and optoelectronics supply chain integration, partnered with Taiwan’s automotive lighting giant Depo Auto Parts to unveil a solar power station at Depo’s Changbin plant.

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22 Jan
Latest News and Trends

Taiwan’s export orders set to decline in early 2025 amid electronics off-season

  • January 22, 2025
  • By author-avatar jeff
Export orders from Taiwan are expected to decline significantly in January 2025, with the Ministry of Economic Affairs (MOEA) forecasting values between US$44.5 billion and US$46.5 billion. This represents a month-over-month decrease of 15.9% to 12.1% and a year-over-year decline of 8.1% to 4%.

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22 Jan
Latest News and Trends

Switch 2 launching in 1H25: IC supply chain gears up despite off-season

  • January 22, 2025
  • By author-avatar jeff
Nintendo’s recent official announcement of the Switch 2 console launch in the first half of 2025 has generated significant excitement among gamers. Consumer feedback indicates strong pent-up demand for the new device, suggesting a potentially substantial upgrade cycle.

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22 Jan
Latest News and Trends

春秋电子:2024年净利预计同比增加554.29%到629.06%

  • January 22, 2025
  • By author-avatar jeff
1月21日晚间,春秋电子公告,经财务部门初步测算,预计2024年度实现归属于母公司所有者的净利润为1.75亿元到1.95亿元,与上年同期2674.67万元相比,同比增加554.29%到629.06%。

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22 Jan
Latest News and Trends

春秋电子:拟转让马鞍山恒精11.9701%股权

  • January 22, 2025
  • By author-avatar jeff
1月22日,春秋电子(603890)发布公告,拟向刘又红及武汉恒精电热设备有限公司转让持有的马鞍山恒精新能源科技有限公司11.9701%的股权,交易金额为4091万元。本次交易不构成关联交易,也不构成重大资产重组。根据公告,交易完成后,公司将不再持有马鞍山恒精的股权。

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22 Jan
Latest News and Trends

星星科技:2024年度预亏2.8亿元-5.6亿元

  • January 22, 2025
  • By author-avatar jeff
1月22日,星星科技(300256.SZ)公布2024年度业绩预告,2024年归属于上市公司股东的净利润亏损2.8亿元-5.6亿元,上年同期上年同期亏损4.81亿元;扣除非经常性损益后的净利润亏损3.8亿元-6.6亿元,上年同期亏损4.94亿元。

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