30
Apr
30
Apr
Geothermal energy: an attractive option for AI data centers?
Amid the ongoing AI boom, data center operators have been constantly searching for stable, low-carbon, and eco-friendly energy sources to power their ever-growing computing operations. Geothermal energy has consequently become increasingly favored by the AI industry.
30
Apr
Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak
Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging “white list” transfers, has provided solid momentum for first-half growth. However, demand from international IDM customers in the automotive and industrial sectors remains sluggish, with no clear signs of recovery.
30
Apr
CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results
China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year revenue rose 2.2% to CNY10.119 billion (US$1.39 billion), with net profit reaching CNY762 million. In the fourth quarter of 2024, revenue grew 11.65% year-over-year to CNY2.647 billion, while net profit jumped 20.18% quarter-over-quarter to CNY263 million.
30
Apr
Chinese carmakers in Europe face carbon compliance dilemma after EV tariff pivot
Chinese carmakers entering the European Union market find themselves in a challenging position. After successfully sidestepping the EU’s anti-subsidy tariffs on their battery electric vehicles (BEVs) through strategic product adjustments, they now confront the risk of failing to meet the EU’s strict carbon emission standards.
30
Apr
Intel CEO’s four turnaround strategies unveiled
Facing the biggest crisis in Intel’s history, CEO Lip-Bu Tan brings his extensive semiconductor supply chain and competitive landscape expertise to bear. Since taking office, he has swiftly implemented a comprehensive organizational overhaul while pinpointing the critical issues hampering Intel Foundry’s progress.
30
Apr
Smartphone strength cushions Samsung’s 1Q25 chip slump
Samsung Electronics reported its financial results for the first quarter of 2025, revealing revenue of KRW79.1 trillion (US$55.4 billion) and an operating profit of KRW6.7 trillion. Despite ongoing struggles in its semiconductor business, strong smartphone sales significantly contributed to the company’s quarterly performance.
30
Apr
China cracks EUV light source barrier, builds new experimental platform
Amid escalating tech restrictions and geopolitical tensions, China has made a breakthrough in semiconductor research. The Shanghai Institute of Optics and Fine Mechanics, Chinese Academy of Sciences, announced it has established a fully functional experimental platform for extreme ultraviolet (EUV) light sources—a critical step toward overcoming key bottlenecks in advanced chip manufacturing.
30
Apr
Korean presidential candidate Jae-Myung Lee vows to build South Korea into top semiconductor nation with special law
Jae-Myung Lee, the presidential candidate from the Democratic Party of Korea and the frontrunner for the next presidency, recently pledged that upon taking office, he will promote the revitalization of South Korea’s semiconductor industry. His comprehensive focus spans both memory and non-memory sectors, aiming to expand his political influence through a pragmatic rather than ideological approach.
30
Apr
Samsung reportedly exits HBM2E under Chinese price offensive, shifts focus to high-end market
Samsung Electronics is cutting production of mature-node DDR4 memory and reportedly scaling back its third-generation high-bandwidth memory (HBM2E) business to focus resources on fifth-generation (HBM3E) and sixth-generation (HBM4) products. According to Chosunbiz, Samsung is reducing HBM2E output and aiming to pass Nvidia’s HBM3E certification to boost production, while also targeting early leadership in the emerging HBM4 market.