01
May
01
May
MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026
MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and expanding market trend.
01
May
Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia’s NVL72; eyes 910D next
Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing power than Nvidia’s NVL72 system but at the expense of significantly higher energy use and staffing requirements.
01
May
DRAM process development challenges: DRAM structure in process miniaturization
Since its 1970 debut, DRAM has supplanted magnetic core memory as an essential element in von Neumann’s computer architecture. By the mid-1980s, fueled by the popularity of PCs and workstations, DRAM became the leading market share product in the semiconductor industry.
01
May
AI servers remain in high demand, says Quanta chair
Is AI development sustainable? Barry Lam, chairman of Quanta, pointed out that AI development consists of seven stages, and we are currently only at the second stage. The GB200 and GB300 models that Quanta produced for 2025 are designed to meet the demands of this second stage. He added that AI server computing power will increase tenfold over the next two years, and Quanta is already prepared for this growth. Lam expressed his excitement as an engineer about the many applications of AI.
01
May
China’s DRAM surge could upend global memory prices and supply chains, warns Etron
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China’s market share to 40% within two years and disrupting global pricing and industry structure.
01
May
Flex debuts high-powered liquid cooling system for AI-driven data centers
As soaring demand from AI and high-density computing workloads strains the limits of conventional data center cooling systems, Flex has introduced a new thermal management solution through its JetCool division: the SmartSense Coolant Distribution Unit (CDU).
01
May
Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics
In recent years, Singapore has ceased allowing new data center constructions due to limited land and essential resources such as water and electricity. As a result, many data center developments have rapidly shifted to Malaysia’s Johor state, which borders Singapore. This shift has propelled data centers to become a key industry within the Johor-Singapore Special Economic Zone (JS-SEZ), attracting an increasing number of supply chain companies.
01
May
Pharmacy chains merge in Taiwan, but labor pains persist
Taiwan’s pharmaceutical distribution sector is undergoing sustained consolidation, with industry players embracing chain operations to bolster competitiveness and elevate service standards. MedFirst Healthcare Services Inc., a Taiwan-based medical supplies distributor, expressed optimism about the ongoing consolidation trend and affirmed its commitment to actively participate in this evolving landscape, anticipating that integration will enhance overall industry performance.
01
May
Made in America, sourced from Taiwan? Trump’s new tariff math rewrites the rules
US President Donald Trump signed two executive orders on Tuesday (April 29, 2025, PT), easing certain tariffs affecting automakers. The rollback of these trade measures, which companies like Ford and General Motors had warned could hurt US manufacturing by raising production costs and squeezing profit margins, offers short-term relief.