China's electric vehicle (EV) giant BYD held a groundbreaking ceremony on April 28 for its new factory in Cambodia, with plans to begin production in late 2025 at an annual capacity...
Microsoft's fiscal year 2025 third-quarter earnings call revealed a company operating at full throttle in the age of AI, driven by skyrocketing demand for AI infrastructure and cloud...
The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese...
TSMC's advanced packaging capacity for artificial intelligence (AI) chips remains within forecast ranges for 2025, contrary to recent market speculation about order reductions from...
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Taiwan's electronics manufacturing services (EMS) providers are accelerating their North American production plans in response to tariff threats, but component shortages and capacity...
Flex has ramped up its US manufacturing capacity to address the escalating demand for data center power solutions, driven by the AI boom. The company announced a significant expansion...
Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google's parent company, has reaffirmed the strength of its cloud business. The company emphasized...
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...
TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...
Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands...
Singapore is investing SGD150 million (US$114.2 million) in a government-led "Enterprise Compute Initiative" to boost enterprise computing capacity and accelerate advanced AI development...
Amazon and Microsoft have reportedly paused selected external data center lease agreements, impacting third-party colocation centers but not their self-built facilities. The move...
Texas Instruments reported strong first-quarter results, with revenue of US$4.07 billion, surpassing forecasts, driven by a 13% rise in its Analog segment. The upbeat outlook signals...
