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Thursday 15 May 2025
China's IC innovation forum reports 94% mass production rate among 118 showcased chips
VeriSilicon Holdings Co. launched the 15th Songshan Lake China IC Innovation Summit Forum on May 13, 2025, in Dongguan's Songshan Lake district. This year's forum highlights 10 domestically developed chips tailored for embodied intelligent robots, spanning machine vision, voice AI, and spatial computing. The event brings together key stakeholders across the semiconductor supply chain to examine emerging technologies and industry directions.
Wednesday 14 May 2025
Rohm Semiconductor reports record loss for fiscal 2024 amid weak EV demand
Rohm Semiconductor posted a consolidated net loss of JPY50 billion (US$337 million) for fiscal year 2024 (ending March 2025), its first annual loss in 12 years and the second-largest in its history, according to Yomiuri and Nikkei Asia. The deficit far exceeded Rohm's earlier projection of a JPY6 billion loss, driven by slumping sales of power semiconductors for electric vehicles (EVs). Revenue fell 4.1% year over year to JPY448.4 billion, with an operating loss of JPY40 billion, a stark reversal from the JPY43.3 billion operating profit in fiscal 2023.
Wednesday 14 May 2025
Samsung secures orders from Nintendo, paving way for future orders from Nvidia and Qualcomm

Samsung Electronics' foundry division is actively pursuing orders for its 2nm process technology and is currently conducting process evaluations with major clients, including Nvidia and Qualcomm.

Wednesday 14 May 2025
Trump's Middle East visit sparks major AI deals
US President Donald Trump embarked on a high-stakes Middle East tour from May 13 to 16, visiting Saudi Arabia, Qatar, and the United Arab Emirates. Landing in Riyadh, Saudi Arabia, on May 13, Trump was warmly welcomed by the Saudi royal family, marking the first stop of his three-day state visit.
Wednesday 14 May 2025
Infineon sounds alarm as Silan and BYD gain market share
Driven by new energy vehicle subsidy policies, the localization wave of automotive chips in China is intensifying, accelerating the domestic substitution process. Chinese integrated device manufacturers (IDM) such as Silan and BYD have achieved breakthrough growth in the power semiconductor sector, with their market shares rising significantly. This shift disrupts the long-standing dominance of foreign companies and has drawn the attention of German giant Infineon.
Wednesday 14 May 2025
Nvidia cheers, Huawei fears: Trump resets AI chip controls
The Trump administration plans to overhaul regulations on the export of semiconductors used in artificial intelligence (AI), tossing out a Biden-era approach that had drawn strenuous objections from US allies and companies including Nvidia Corp. and Oracle Corp.
Wednesday 14 May 2025
Nvidia reportedly hikes GPU prices amid TSMC costs surge and escalating US-China tech rivalry
Nvidia is navigating a turbulent stretch, as soaring production costs at its foundry partner TSMC have reportedly prompted the company to raise prices across its GPU product line. It is also grappling with the effects of a US ban on the export of downgraded H20 chips to China, a restriction that contributed to a US$5.5 billion loss reported in its latest quarterly earnings. Nvidia CEO Jensen Huang has been actively engaging with both US and Chinese authorities, striving to mitigate the impact of these restrictions and advocate for the relaxation of AI chip export controls.
Tuesday 13 May 2025
New gaming consoles boost PXI's 1H25 operations; tariff impact remains uncertain
IC design house PixArt Imaging (PXI) held an investor conference and shared its market outlook. The company noted that revenue in the first quarter of 2025 exceeded earlier expectations, primarily driven by higher-than-anticipated shipments related to new gaming consoles. Mouse product shipments also outperformed forecasts.
Tuesday 13 May 2025
Taiwan's MPI sees solid start to 2025 despite currency and tariff headwinds

Semiconductor testing interface and equipment provider MPI Corporation delivered a stronger-than-expected first quarter in 2025, driven by robust demand from AI and high-performance computing (HPC) clients. Despite the typical seasonal slowdown, the company reported near-full capacity utilization and double-digit year-over-year growth across key metrics.

Tuesday 13 May 2025
MediaTek teams up with Nvidia, but talent drain clouds alliance
Nvidia will collaborate with MediaTek to launch an AI PC platform in 2025. This marks a true breakthrough for MediaTek, solidifying its role as a trusted partner of Nvidia's CEO Jensen Huang. Being included on Huang's ally list brings immense market opportunities. However, industry insiders reveal that talent migrating to Nvidia poses a concern for MediaTek.
Tuesday 13 May 2025
Tariff truce or tactical pause? Tech supply chains remain on edge as markets rally on US-China deal
Following a high-level meeting in Geneva, the US and China abruptly announced a 90-day pause in their ongoing tariff war. Under the deal, both countries agreed to lower reciprocal tariffs to 10% for 90 days. However, US tariffs on Chinese fentanyl-related goods remain, and Trump-era levies still keep China's overall tariff burden near 30%—a truce in form, not in substance.
Tuesday 13 May 2025
Fitipower sharpens edge in OLED DDI, AI as 1Q momentum defies macro headwinds
Taiwan's Fitipower Integrated Technology plans to start mass production of OLED display driver ICs (DDIs) for mobile devices in the second half of 2025, aiming to diversify its portfolio amid macroeconomic and geopolitical headwinds. In its latest earnings call, the company stated that first-quarter revenue was buoyed by non-DDI semiconductor segments, while sales of large- and mid-size DDIs, PMICs, and mobile ICs saw notable declines.
Tuesday 13 May 2025
MediaTek bets on cloud applications as 2Q25 outlook remains flat

MediaTek, Taiwan's leading chip design company, reported April 2025 revenue of NT$48.754 billion (approx. US$1.61 billion), up 16% from a year earlier but down nearly 13% month-over-month, reflecting typical seasonal weakness and the fading impact of China's earlier device replacement subsidies.

Monday 12 May 2025
Nvidia RTX 5070 and 5080 launch drives Powerlogic revenue surge
The release of Nvidia's RTX 5070 and 5080 series graphics cards has spurred significant demand for gaming cooling fans, propelling Powerlogic, a Taiwanese fan manufacturer, to a record-high consolidated revenue of NT$192 million (approx. US$6.39 million) in April 2025. This figure reflects a 44.86% year-over-year increase, driven by robust orders tied to the new graphics cards.
Monday 12 May 2025
China's trade-in stimulus fades by mid-2025 amid ongoing challenges for tech sector growth
China's trade-in stimulus, bolstering the tech supply chain from late 2024 to early 2025, has waned by the second quarter of 2025. Despite ongoing provincial subsidies aimed at boosting consumer spending, buyers usually only invest in new electronics during upgrade waves, opting to wait for the next cycle once a wave concludes.
Monday 12 May 2025
Malaysia eyes climb up the tech ladder as Southeast Asia's semiconductor veteran

Malaysia boasts resilient economic and industrial fundamentals, underpinned by reliable infrastructure, natural resource availability, and an established manufacturing base. In the Southeast Asian semiconductor landscape, it ranks just behind Singapore, home to cutting-edge wafer fabs, but leads the region in large-scale assembly, testing, and packaging operations.

Monday 12 May 2025
Weekly news roundup: China unveils 10nm chip tool, Huawei stealth-builds fabs, rare earth prices spike
These are the top-read DIGITIMES Asia stories from the week of May 5 – May 11. From major chipmakers reshaping strategies under geopolitical pressure to rare earth shocks and Huawei's stealth fab push, here's a snapshot of the tech industry's most closely watched developments.
Friday 9 May 2025
Raydium navigates tariff fog with stable 2Q outlook, bolstered by AMOLED and IT demand
Raydium Semiconductor Corporation reported consolidated revenue of NT$5.83 billion (approx. US$191.7 million) for the first quarter of 2025, up 2.4% from the previous quarter but down 3.5% year-over-year. Gross margin slipped slightly to 29.5%, edging down 0.1pp both sequentially and annually. Operating profit rose 23.2% quarter-over-quarter to NT$460 million, though it marked an 18.0% decline compared to a year earlier.
Friday 9 May 2025
WT Microelectronics sees minimal impact from US tariffs as semiconductor market rebounds in 2Q25
WT Microelectronics, a Taiwan-based IC distributor, reports that the impact of US tariffs on its operations remains minimal, as most components are exempt from such duties. WT Microelectronics chairman Eric Cheng notes that while certain sectors like smartphones, PCs, and servers have experienced accelerated inventory replenishment due to tariffs, the overall semiconductor industry is unmistakably emerging from its trough in the second quarter of 2025.
Friday 9 May 2025
Chiplets technology gains ground as global semiconductor giants invest in modular chip future
TSMC, Intel, Samsung Electronics, and Advanced Micro Devices (AMD) are backing the modular semiconductor approach that breaks down system-on-chip (SoC) designs into smaller functional units as the US$107 billion to US$384 billion market takes shape.
Friday 9 May 2025
WT Microelectronics projects 2Q25 rebound on Western recovery, AI-fueled demand
WT Microelectronics chairman Eric Cheng said the semiconductor sector is entering a broad-based recovery, supported by cleared downstream inventory, steady AI-related demand, and continued growth in China's electric vehicle (EV) market. He noted that customer sentiment in the US and Europe is gradually improving.
Friday 9 May 2025
Apple developing specialized chips for glasses, new Macs, and AI servers
Apple Inc.'s silicon design group is working on new chips that will serve as the brains for future devices, including its first smart glasses, more powerful Macs, and artificial intelligence (AI) servers.
Friday 9 May 2025
Infineon flags EUR400m revenue hit from tariffs, trims margin outlook
Infineon Technologies AG announced its second quarter 2025 financial results on May 8. During the second quarter 2025 earnings call, CFO Sven Schneider addressed concerns about the revised segment result margin guidance, which shifted from a mid- to high-teen range to a mid-teen projection for the full fiscal year.
Friday 9 May 2025
Infineon lowers full-year guidance amid currency headwinds and tariff uncertainties in fiscal 2025
On May 8, Infineon Technologies announced its financial results for the second quarter of fiscal 2025, reporting revenue of EUR3.59 billion (approx. US$4.03 billion), a 1.1% decline year-over-year. Automotive revenue contributed EUR1.86 billion to the total. Total segment profit was EUR601 million, down 15% year-over-year, with a segment result margin of 16.7%, compared to 19.5% in the prior year. The automotive segment achieved a result margin of 20.7%.
Thursday 8 May 2025
Currency shock: Strong NT dollar puts Taiwan's IC distributors under 2Q25 pressure
A sharp rally in the New Taiwan dollar has rattled Taiwan's export-reliant industries, marking the currency's largest single-day gain against the US dollar since central bank data became available. The surge poses a significant threat to US dollar-denominated businesses such as WT Microelectronics and WPG Holdings.
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