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NEWS TAGGED 2025
Thursday 21 May 2026
China memory supplier Biwin's AI photonics funding raises questions about strategy and risk
China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
Wednesday 20 May 2026
Microsoft advances India data center timeline within expanded regional investment framework
Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than...
Wednesday 20 May 2026
FarEasTone named Amazon Leo distributor in Taiwan, targets 2027 launch
FarEasTone Telecommunications has signed a formal cooperation agreement with Amazon Leo, Amazon's low-Earth-orbit satellite network service, to become its authorized distributor in...
Wednesday 20 May 2026
China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...
Wednesday 20 May 2026
Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service
Far EasTone Telecommunications held its 2026 shareholders meeting on May 20. They announced that it had achieved year-on-year growth in consolidated revenue and profit in 2025, while...
Wednesday 20 May 2026
Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond...
Wednesday 20 May 2026
Microsoft warns GitHub could be displaced as rivals gain ground with AI coding tools
Microsoft has warned internally that GitHub faces an existential risk as competing AI coding tools from Cursor, Anthropic's Claude Code, and OpenAI threaten to erode GitHub's Copilot...
Wednesday 20 May 2026
CXMT profit surge shows limits of China's DRAM push
ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...
Tuesday 19 May 2026
Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
Tuesday 19 May 2026
Satellite communications boom drives Winsemi, AWSC into W band
SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp...
Tuesday 19 May 2026
Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals
Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market.
Tuesday 19 May 2026
Silergy Gen4 ramps early as AI and auto demand drive 2026 growth above 20%
Silergy, a major power management IC (PMIC) supplier, said its new Gen4 products ramped ahead of schedule in the first half of the year, as tight PMIC supply supported growth in AI...
Monday 18 May 2026
Prosperity Dielectrics sees AI server power customers chasing MLCC supply
Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
Monday 18 May 2026
TSMC's Japan fab signals a turning point for overseas manufacturing

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone...