Media reports show that Google's Ironwood TPU is equipped with HBM3E from Samsung Electronics and SK Hynix. According to the Korea Economic Daily, Samsung supplied over 60%...
Imagination Technologies made a prominent showing at the 31st ICCAD-Expo 2025 in Chengdu, where strategic partner Xiangdi Xian Computing Technology debuted its next-generation GPU...
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover...
Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production...
Since April 5, 2025, a series of geopolitical tensions have unfolded—from US President Donald Trump's remarks and reciprocal tariffs to Japanese Prime Minister Sanae Takaichi's...
Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...
Taiwanese networking equipment supplier Loop Telecom expects its business to accelerate in late 2025 and strengthen through 2026, driven by new product rollouts and the resumption...
China's leading DRAM maker CXMT has unveiled new DDR5 and LPDDR5X chips with performance now viewed as comparable to Samsung Electronics and SK Hynix. The launch has unsettled South...
As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity...
A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising...
At its investor conference on November 27, 2025, Gigastorage Corporation shared details regarding its strategic shift from its early photovoltaic (PV) business toward AI computing,...
The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's...
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
Topco Scientific (TSC) expects semiconductor material demand to remain robust through 2026, driven by AI-led advanced process capacity utilization and strong memory market momentum...