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Friday 31 October 2025
Why SK Hynix skipped the fried chicken and beer summit

When Nvidia CEO Jensen Huang arrived in South Korea, global attention turned to a viral "chimaek" (fried chicken and beer) dinner on...

Friday 31 October 2025
Nvidia's Jensen Huang commits quarter-million AI chips to push South Korea's AI frontier
Nvidia CEO Jensen Huang capped his week in Seoul with a sweeping series of agreements that could redefine South Korea's role in the global AI economy.
Friday 31 October 2025
50,000 Nvidia GPUs power Samsung's dawn of AI-manufacturing
Nvidia and Samsung Electronics have announced plans for an "AI Factory," a next-generation semiconductor manufacturing hub powered by over 50,000 Nvidia GPUs. The initiative marks...
Friday 31 October 2025
Yageo sees 12.9% profit rise in 3Q25 driven by AI demand
Taiwanese passive component leader Yageo reported significant revenue growth in the third quarter of 2025, fueled by strong demand for artificial intelligence (AI) and high-end application-related...
Friday 31 October 2025
AUO adopts conservative 4Q25 outlook but optimistic for 2026
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...
Friday 31 October 2025
Commentary: OpenAI and Google vie for supremacy in AI, confronting distinct strategic challenges
OpenAI and Google are engaged in intense competition to establish dominance in the artificial intelligence (AI) industry, focusing on developing the most popular and profitable general-purpose...
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Friday 31 October 2025
ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026
Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...
Friday 31 October 2025
Nvidia reportedly considers up to US$1 billion investment in AI startup Poolside
Nvidia is reportedly preparing to invest up to US$1 billion in AI startup Poolside, potentially increasing the company's valuation to as high as US$12 billion. Poolside is currently...
Friday 31 October 2025
Onsemi introduces vertical GaN semiconductors for AI and electrification applications
Onsemi has unveiled vertical gallium nitride (vGaN) power semiconductors built on GaN-on-GaN technology, targeting applications in AI data centers, electric vehicles (EVs), renewable...
Friday 31 October 2025
Foxconn deepens AI collaboration with Nvidia, commits over US$1 billion to AI infrastructure
As the global wave of generative artificial intelligence (GenAI) surges, Nvidia CEO Jensen Huang has positioned the company's AI strategy as an industry benchmark, with the annual...
Friday 31 October 2025
SK Hynix dominates DRAM market in 3Q25 for third consecutive quarter
SK Hynix has taken the top spot of the global DRAM market for the third quarter of 2025 with a 35% market share, with Samsung just behind at 34%. This marks SK Hynix's third consecutive...
Friday 31 October 2025
AI demand fuels surge in data center capex by Microsoft, Alphabet, and Meta
Cloud service providers are rapidly expanding AI capabilities, leading to increased capex and major investment in data center infrastructure. Microsoft CEO Satya Nadella revealed...
Friday 31 October 2025
Acoustoelectric maker Primax maps global expansion with AI sensor tech
Acoustoelectric component maker Primax Electronics has unveiled its operational strategy in the ongoing AI trend at its latest earnings call on October 28, 2025, with chairman Yung-chung...
Friday 31 October 2025
UMC and Samsung present advanced packaging trends at APDC 2025
STATS ChipPAC held the Advanced Packaging Developer Conference 2025 (APDC 2025) at Resorts World Sentosa Convention Center in Singapore to explore the future of semiconductor packaging...