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    China's automotive market: lucrative scale but challenging profitability
    4h 9min ago
    China's drone component prices to Russia surged amid rising dependency
    4h 13min ago
    Samsung and SK Hynix near completion of LPDDR6-PIM standardization amid memory-in-compute challenges
    4h 13min ago
    China's polarizer mergers stabilize market with no new capacity in 2026
    4h 14min ago
    Memory price hikes likely to cause smartphone sales decline in 2026
    4h 14min ago
    China's AMD v Nvidia alumni clash in AI chip IPO race
    4h 14min ago
    NEWS TAGGED CAPACITY
    Thursday 16 October 2025
    TSMC tells clients to order early as downstream demand signals remain strong

    As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

    Thursday 16 October 2025
    TSMC 3Q25 earnings hit a record high with gross margin near 60%
    Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...
    Thursday 16 October 2025
    China's 10.5 generation panel depreciation to boost TV panel market dominance
    China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...
    Wednesday 15 October 2025
    China Mobile to fully adopt domestic AI chips by 2028
    China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence...
    Wednesday 15 October 2025
    LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
    LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
    Wednesday 15 October 2025
    TSMC set to report strong results amid expanding AI chip demand and stable margins
    TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
    Wednesday 15 October 2025
    Taiwan's strained power grid fuels heavy electrical sector boom
    The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy...
    Tuesday 14 October 2025
    OCP Summit: Microsoft expands AI infrastructure by 2 GW, cuts GPT-4 cost by 93%, and backs new power and cooling standards

    Microsoft is accelerating its transformation into what it calls "the world's AI supercomputer," revealing that it added 2 gigawatts of...

    Tuesday 14 October 2025
    Cerebras to establish AI computing infrastructure in UAE to support regional AI growth
    American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East,...
    Tuesday 14 October 2025
    Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
    As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
    Tuesday 14 October 2025
    YS Tech opens new Taiwan plant to boost AI server cooling capacity
    Yen Sun Technology (YS Tech) has completed a new factory in Kaohsiung as it moves to capitalize on the booming demand for AI server cooling systems. The company announced that mass...
    Thursday 9 October 2025
    TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
    TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...
    Thursday 9 October 2025
    Phoenix Silicon International expands wafer production capacity with new FAB3B facility
    Phoenix Silicon International (PSI) has officially launched the expansion of its Zhonggang FAB3A/B manufacturing complex, announcing plans for the new FAB3B plant to begin production...
    Wednesday 8 October 2025
    OpenAI drives DRAM demand, accelerates top trio's HBM expansion
    OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
    Wednesday 8 October 2025
    Compal subsidiary partners with Japan's Meiko to build PCB plant in Vietnam
    Taiwanese printed circuit board (PCB) manufacturer Allied Circuit (ACCL), a subsidiary of Compal Electronics, has entered a joint venture with Japanese firm Meiko to establish an...
    15/47 pages
    NTN special report
    BIZ FOCUS
    Dec 16, 08:00
    Japan's $65 Billion Bet: Inside the Government's Semiconductor Revival Plan
    Tuesday 16 December 2025
    AIRoute Technology Reinvents Workflows Powered by Microsoft AI Agents
    Tuesday 16 December 2025
    Dimerco leverages Asia logistics expertise to navigate complex 2026 freight market
    Friday 12 December 2025
    DigiKey India Celebrates Official Launch in Bengaluru
    AI EXPO 2026