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Wednesday 3 December 2025
Supply chain strains mount as Europe's carmakers lag in electrification and software
The global wave of automotive electronics and electrification was supposed to be Europe's biggest opportunity for reinvention in a century. Instead, sluggish transformation and geopolitical...
Wednesday 3 December 2025
Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...
Wednesday 3 December 2025
Intel taps Amkor in Korea for advanced chip packaging
Intel is reportedly outsourcing the advanced packaging of its artificial intelligence semiconductors to Amkor Technology Inc.'s facility in Incheon, South Korea, marking the first...
Tuesday 2 December 2025
Samsung, SK Hynix set profit-first DRAM regime
Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive...
Tuesday 2 December 2025
Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026
Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting...
Tuesday 2 December 2025
Panasonic raises tantalum capacitor prices, following US competitor steps
After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to...
Monday 1 December 2025
CXMT narrows DRAM gap; market impact may be smaller than expected?
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...
Monday 1 December 2025
Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes
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...
Monday 1 December 2025
India's Adani to invest up to US$5 billion in Google's AI data center in Andhra Pradesh
According to Reuters and Bloomberg, India's Adani Group plans to invest as much as US$5 billion in Google's artificial intelligence (AI) data center project in Visakhapatnam,...
Monday 1 December 2025
Jensen Huang visits Taiwan and refutes ODM capacity concerns
Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving...
Monday 1 December 2025
Export controls drive CSCC to advance domestic compound semiconductor materials
Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite...
Friday 28 November 2025
Samsung races to seal HBM4 deal with Nvidia, targets early 2026 shipments
Samsung Electronics is reportedly nearing a deal with Nvidia on 2026 HBM4 pricing, aiming to match SK Hynix's rates as the company accelerates capacity expansion and reorganizes its...
Friday 28 November 2025
Envision Group evaluates building battery plant in India amid energy storage market optimism
Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy,...
Friday 28 November 2025
Liquid cooling opportunities bring optimism for Walrus Pump in 2026
Raymond Huang, chairman of water pump leader Walrus Pump, stated that 2026 will see four main growth drivers: this includes the launch of the new Kaohsiung Luzhu Global Factory, industrial...
Friday 28 November 2025
Daikin targets AI cooling boom with plan to triple North America revenue
Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...