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    Thursday 21 August 2025
    OpenAI weighs infrastructure services as part of evolving business model
    OpenAI is weighing a future move to monetize its AI infrastructure by renting out data center capacity to other companies, with CFO framing the idea as a potential revenue stream...
    Thursday 21 August 2025
    IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
    Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
    Thursday 21 August 2025
    Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook
    Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...
    Wednesday 20 August 2025
    PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
    Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...
    Wednesday 20 August 2025
    Alibaba's Qwen3-Coder captures over 20% market share, challenging Claude Sonnet 4 for top AI coding model
    Alibaba Group's AI code-writing model, Qwen3-Coder, has become the world's second most used AI coding tool within a month of its July 23 launch. It holds a significant 20% share of...
    Wednesday 20 August 2025
    Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

    Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

    Wednesday 20 August 2025
    Apple reportedly produces full iPhone 17 lineup in India
    Apple is significantly expanding iPhone production in India, shifting key supply chains from China to mitigate US tariff risks. With five factories now operating, including two new...
    Wednesday 20 August 2025
    Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
    The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
    Tuesday 19 August 2025
    China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
    China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
    Tuesday 19 August 2025
    Tata reportedly seeks specialty chemical supplier as India clears new semiconductor projects
    Tata Electronics is in talks with German chemicals major Merck to secure an exclusive long-term supply agreement for high-purity materials crucial to chipmaking, people familiar with...
    Monday 18 August 2025
    Hua Hong Semiconductor to acquire HLMC to expand 12-inch chipmaking capacity

    Hua Hong Semiconductor announced on August 17 that it will acquire a controlling stake in Shanghai Huali Microelectronics Corporation...

    Monday 18 August 2025
    Strong demand for advanced nodes drives Topco's 1H25 revenue growth
    Topco Scientific (TSC) stated during an earnings call on August 14, 2025, that current semiconductor market conditions are on par with the first quarter of 2025, adding that advanced...
    Monday 18 August 2025
    Strong AI and HPC demand drives Daxin Materials' dual growth engines, ready to expand capacity
    Daxin Materials reported solid operational performance in the first half of 2025, with expectations for continued growth in the semiconductor and display materials sectors in the...
    Sunday 17 August 2025
    Formosa Plastics Group to set new benchmark for efficient, low-carbon battery cell manufacturing at Changbin plant
    Formosa Smart Energy's (FSET) battery cell factory in Changbin Industrial Park is Taiwan's largest LFP battery manufacturer, with a capacity of 2.1GWh. The facility emphasizes sustainable...
    Sunday 17 August 2025
    TSMC’s top wafer testing partner posts 78% surge as new facility ramps
    Xintec Inc., TSMC's backend packaging and testing unit, posted a strong second-quarter 2025 rebound in wafer probe revenue, driven by increased outsourcing from TSMC and the accelerated...
    5/37 pages
    Research Report Database
    BIZ FOCUS
    Sep 9, 12:48
    Meet ADLINK's cExpress-R8: The compact solution to demanding and diverse industrial workloads
    Friday 12 September 2025
    SK hynix Completes World's First HBM4 Development and Readies Mass Production
    Friday 12 September 2025
    OneXPlayer Launched X1 Air 3-in-1 PC, Powered by BIWIN Mini SSD for Next-Gen Edge AI Storage
    Friday 12 September 2025
    WiseLink Announces $10M Bitcoin Allocation as Part of Treasury Strategy in Asia
    Summary of Tech Supply Chain News!