Rohm Semiconductor, a leading Japanese electronics company, is poised to incur a consolidated net loss of JPY6 billion (US$39 million) for fiscal year 2024 (April 2024 – March 2025), marking its first deficit since 2012. The anticipated downturn comes amid weakening demand for power semiconductors in the electric vehicle (EV) market, a key revenue driver. In response, the company is implementing significant leadership changes and operational adjustments.

At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a “new design” to pass Nvidia’s qualification, sparking discussions about whether Samsung can make a comeback with HBM3E in 2025. However, according to Chosun Biz, many industry insiders pointed out that if Samsung collaborates with Nvidia’s competitor Broadcom, a different outcome may emerge.

Taiwan-based electronics distributor WT Microelectronics has steadily expanded its global distribution network following the completion of its acquisition of Future Electronics. The company is optimistic about a recovery in automotive and industrial applications in the first half of 2025, which, along with its sustained momentum in artificial intelligence (AI) product lines, is expected to contribute significantly to profit growth.