CONNECT WITH US
NEWS TAGGED CAPACITY
Monday 2 June 2025
Nanya targets 4Q25 profitability as DDR4 rivals exit
Both AI and non-AI demands in the DRAM market are showing gradual recovery signs. Nanya estimates that it will clear all inventory before the third quarter of 2025. With yield improvements...
Monday 2 June 2025
Foxconn-Nvidia to build Taiwan's 100MW AI supercomputing center
Foxconn and Nvidia have announced a major collaboration to build one of Taiwan's most advanced AI infrastructure projects — a cutting-edge AI Factory supercomputing center....
Friday 30 May 2025
Winbond ramps up in the DRAM shake-up, but trade fears loom
Amid growing uncertainty over global tariffs, Taiwanese memory chipmaker Winbond Electronics has seen a sudden surge in urgent orders during the second quarter of 2025, so much so...
Thursday 29 May 2025
AMD expands photonics capabilities with Enosemi acquisition

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits...

Thursday 29 May 2025
Currency crunch stalls Nanya PCB, yet cloud and edge AI bets are just getting started

Nan Ya Printed Circuit Board Corporation (Nanya PCB), a top Taiwanese IC substrate maker, cautioned that second-quarter earnings may...

Tuesday 27 May 2025
Xiaomi defends XRing O1 SoC as in-house development amid 'Custom Silicon' controversy
A debate has erupted in the tech industry over the origin of Xiaomi's flagship system-on-chip (SoC), the XRing O1, with mounting questions about whether it represents a truly in-house...
Tuesday 27 May 2025
iPhone supply chain holds breath for Trump's 25% tariff threats
US President Donald Trump's latest warning of a 25% tariff on Apple's iPhone production unless it returns to the US has rattled global supply chain operators. While the threat aligns...
Tuesday 27 May 2025
Innolux, Delta Electronics to build first large-scale energy storage system in Southern Taiwan Science Park
Panel manufacturer Innolux has partnered with Delta Electronics to build the first large-scale energy storage system (ESS) in the Southern Taiwan Science Park, establishing an energy...
Monday 26 May 2025
AI boom sparks unprecedented energy crisis threatening industry growth, warns Schneider Electric executive
The rapid expansion of artificial intelligence (AI) is fueling an unprecedented energy crisis that could fundamentally constrain the industry's growth, according to Pankaj Sharma,...
Monday 26 May 2025
Memory chip prices surge as supply constraints offset weak demand
Memory prices have climbed steadily despite sluggish end-user demand, with manufacturers expecting improved operations in the first half of 2025 and price stability through year-end...
Monday 26 May 2025
QPC plans major transformation in 2025 with 75% of products exported
Qualipoly Chemical Corporation (QPC) announced that 2025 will be a year of significant transformation. The Annan plant is expected to begin trial production and ramp up operations...
Monday 26 May 2025
India roundup: Taiwan-India silicon ties and the global chip chessboard
Taiwan and India are deepening their industrial ties as Foxconn, Inventec, Phison, and Sino-American Silicon expand their India investments; however, TSMC had previously turned down...
Friday 23 May 2025
Samsung launches Dual-Site 1c DRAM expansion to bolster HBM4 leadership
Samsung Electronics is doubling down on its leadership in advanced memory technology. Following its latest developments at the Pyeongtaek facility, industry sources report that Samsung...
Friday 23 May 2025
TSMC urges caution in US semiconductor probe, highlights US$165B investment in Arizona
Taiwan's TSMC has urged the US Department of Commerce to avoid disrupting its record-setting US$165 billion chip investment in Arizona amid a national security probe into semiconductor...
Friday 23 May 2025
OpenAI announces stargate data center expansion in Abu Dhabi
OpenAI is helping to develop a major data center in the United Arab Emirates, a big overseas expansion of its Stargate effort to build out AI infrastructure.