海信视像:一季度净利润5.54亿元
海信视像披露一季报，2025年第一季度营业收入133.75亿元，同比增长5.31%
25
Apr
25
Apr
Huawei challenges Nvidia with Ascend 910C as Japan powers up for tech dominance
Huawei is rapidly rolling out a new generation of semiconductor products tailored for artificial intelligence (AI), signaling a bold push to fill the void left by tightening US export restrictions on advanced chips. The company is set to release its Ascend 910C chip in May, followed by the introduction of the Ascend 920 in the latter half of 2025. This development occurs against the backdrop of US export restrictions, which were implemented during the Trump administration and have limited Nvidia’s capacity to provide high-performance chips to China.
25
Apr
Trump’s tariff policies accelerate China’s market adaptations rather than causing harm
Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals sustained demand in automotive and industrial markets despite tariff-related uncertainties. CEO Haviv Ilan emphasized the company’s focus on reliable chip capacity amid geopolitical risks.
25
Apr
Why Singapore is the launch pad for AI: SYSTEX Asia chief explains
Singapore is investing SGD150 million (US$114.2 million) in a government-led “Enterprise Compute Initiative” to boost enterprise computing capacity and accelerate advanced AI development. This strategic investment reinforces Singapore’s position as a hub for AI deployment, especially when compared to Taiwan’s hardware-heavy ecosystem, which focuses on GPU production and AI server manufacturing.
25
Apr
Gold surge squeezes chip packaging margins
Global gold prices have surged to an all-time high of US$3,500 per ounce, putting significant cost pressure on the semiconductor packaging industry. The gold bumping process—essential for display driver IC (DDI) packaging and highly dependent on gold—has been especially affected by this price spike.
25
Apr
Tariffs shadow over NAND: Phison turns cautious, prices rise
In response to potential tariff changes, Taiwanese companies in the industrial computer (IPC) sector are adjusting their strategies. As the US introduced a 90-day tariff exemption period, IPC firms have been closely coordinating with clients and adjusting prices accordingly. With NAND Flash price adjustments now in effect, both industrial control and OEM manufacturers are stocking up to prepare for potential fluctuations in the supply chain.
25
Apr
Foxconn signs contract with overseas customers for 3 EV models
Foxconn (Hon Hai Precision Industry) has announced that it is currently working with overseas customers on three electric vehicle (EV) models using its contract design and manufacturing service (CDMS) model.
24
Apr
TCL Q51K specifications and pricing for the U.S.
TCL Q51K is an entry-level series of 4K QLED TVs for the U.S. for 2025. It comprises five models with basic HVA display panels by TCL CSOT with a 60Hz refresh rate and TCL’s proprietary ColorFul Quantum Crystals technology and High Brightness LED Backlight. The TVs arrive with HDR Pro+, including HDR10+, HLG, and Dolby Vision certification. The audio department is represented by dual stereo…
24
Apr
Trump reciprocal tariff impact on server ODMs
Trump’s reciprocal tariffs challenge the resilience of the server supply chain;
Mexico temporarily becomes a safe haven for Taiwanese EMS providers.
Mexico temporarily becomes a safe haven for Taiwanese EMS providers.
24
Apr
AOC CU34G3Z goes official in China with a 250Hz Fast VA display
AOC CU34G3Z is a new gaming monitor for China featuring a curved ultra-wide Fast VA display. It has a 34-inch diagonal size, a 1500R curvature, and a 3440 x 1440 resolution. The display panel covers 99% of the sRGB and 93% of the DCI-P3 color space. It has a typical brightness of 400 nits with HDR10 and VESA DisplayHDR 400 certification. A 0.3 ms MPRT, 1 ms GTG response time, and a 4000:1 static…