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16 Jan

NAND chipmakers intend to maintain pricing after Lunar New Year

January 16, 2025
By jeff

Leading NAND flash manufacturers have gradually cut output to stabilize market prices and prevent further declines, as they intend to uphold pricing even beyond the Lunar New Year break, according to industry sources.

16 Jan

Latest News and Trends

Marvell’s 8-year turnaround: How CEO Matt Murphy positioned the company for AI success

January 16, 2025
By jeff

Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO Hock Tan is well-known in the semiconductor industry, Marvell CEO Matt Murphy, who has led the company through a lengthy eight-year strategic adjustment, has also gained respect. Recently, he has attracted media attention due to rumors that Intel may be interested in recruiting him.

16 Jan

Latest News and Trends

TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025

January 16, 2025
By jeff

TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint. Gross margin and operating margin for the quarter are estimated at 57-59% and 46.5-48.5%, respectively.

16 Jan

Latest News and Trends

Cambricon projects revenue growth of over 50% in 2024 with narrowing losses

January 16, 2025
By jeff

Cambricon Technologies, a leading AI chipmaker in China, has announced its 2024 financial forecast, estimating annual revenue of CNY1.07 to CNY1.2 billion (approx. US$146 to US$164 million). This marks a robust year-over-year growth of 50.8% to 69.2%. The company attributed the projected increase to its ongoing market expansion efforts and the growing adoption of AI applications, positioning 2024 as a year of significant revenue improvement compared to 2023.

16 Jan

Latest News and Trends

Huawei smartphone global comeback: Mate X6 to enter EMEA markets

January 16, 2025
By jeff

Since launching its “Pioneer Program”, Huawei has garnered consistent attention in the smartphone market. Having achieved a strong resurgence in China, the company is now aiming to reclaim its position on the global stage.

16 Jan

Latest News and Trends

Taiwan’s Cubesat achieves orbit as B5G satellite project faces delays

January 16, 2025
By jeff

The Taiwan Space Agency (TASA) achieved a milestone on January 15, 2025, when its self-developed CubeSat, PARUS-T1, successfully entered a 515-kilometer low-Earth orbit (LEO) aboard a SpaceX rocket in the US. The satellite established a connection with TASA’s ground station, marking its first successful space entry after the unsuccessful PARUS-T1A launch attempt in Japan.

16 Jan

Latest News and Trends

Aetina partners with Nvidia and Qualcomm to enhance edge AI applications

January 16, 2025
By jeff

Aetina, a subsidiary of Innodisk, has announced comprehensive support for the super mode feature introduced by Nvidia’s Jetson Orin NX and Jetson Orin Nano modules. The company also announced a collaboration with Qualcomm, combining the latter’s inference accelerators and advanced software with Aetina’s edge computing hardware.

16 Jan

Latest News and Trends

MediaTek and Himax to challenge US giants with SiPh solutions

January 16, 2025
By jeff

Silicon photonics (SiPh) has garnered significant business interest as a technology solution for high-speed data transfer in the era of AI. Currently, leading US chip manufacturers maintain a substantial advantage, although Taiwan-based IC design firms are trailing; nonetheless, they have started to identify potential to penetrate the industry.

16 Jan

Latest News and Trends

India faces AI chip hurdle as US export controls test tech ties

January 16, 2025
By jeff

As AI software and hardware giants turn their attention to India for profitable opportunities, the US’s recent AI chip export controls limiting India’s access to advanced processors have stirred concerns about the impact on strengthening US-India relations amid enduring ties between India and Russia.

16 Jan

Latest News and Trends

CES 2025 smart cockpit trends: Taiwanese manufacturers enhance visibility through strategic integration

January 16, 2025
By jeff

With CES 2025 just concluded, DIGITIMES hosted the “2025 CES Insights: Analyzing New Trends in AI Applications” forum on January 14, providing exclusive updates and insights from the show.

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