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Friday 21 November 2025
Nexperia shockwaves hit auto industry as Europe and Japan slash output

The Dutch government recently suspended its administrative order against Nexperia and returned control of the chipmaker to its Chinese...

Friday 21 November 2025
Uber, Nvidia, and Foxconn join forces to accelerate autonomous driving

At Hon Hai Tech Day (HHTD25), Ankit Khaitan, Head of International Business for Uber AI Solutions, said that last month's announcement...

Friday 21 November 2025
Audix expands AI testing capacity as rare earth controls hit VCM shipments
Electronics components distributor Audix saw its manufacturing division revenue drop 13% year-on-year in the first three quarters of 2025. Its share of voice coil motor (VCM) products...
Friday 21 November 2025
Lite-On ramps up power supply capacity to meet rising demand from AI data centers
As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup...
Friday 21 November 2025
ASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacity
Nvidia reported strong third-quarter results for fiscal 2026 (ending October 2025), driven by robust sales of its Blackwell Ultra chips. Cloud data center revenue rose over 60% year-on-year...
Friday 21 November 2025
Pegatron secures new AI orders amid intensifying competition for server capacity
The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to...
Friday 21 November 2025
Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers...
Thursday 20 November 2025
Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions
Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing...
Thursday 20 November 2025
Nvidia partners with Amkor, SPIL, and Menlo Micro to boost US IC backend capacity
Nvidia has announced key partnerships to expand its supply chain and manufacturing capacity in the US, aiming to meet rising global demand for artificial intelligence (AI) computing...
Thursday 20 November 2025
Amkor invests US$177M to expand AI chip packaging in South Korea
Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to...
Thursday 20 November 2025
AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia
AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to...
Thursday 20 November 2025
IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts
Taiwan's IC substrate makers anticipate a 10-20% supply gap of T-Glass material in 2026, prompting AI and memory customers to pursue long-term contracts to ensure capacity and stabilize...
Wednesday 19 November 2025
Samsung ramps up 1c DRAM output in bid to regain edge in memory market
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...
Wednesday 19 November 2025
Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion
Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...
Wednesday 19 November 2025
Samsung unveils first 2nm results, stepping up challenge to TSMC
Samsung Electronics confirmed the first performance results from its upcoming 2nm chip process, signaling a more aggressive push into next-generation foundry manufacturing as it tries...