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Monday 25 August 2025
SK Hynix begins 321-layer 2TB QLC NAND mass production, targets AI data center market
SK Hynix announced on August 25 that it has completed development of its 321-layer 2TB QLC NAND flash and has begun mass production, with global customer certification finalized and...
Monday 25 August 2025
Research Insights: AI data centers turn to decentralized clean energy to meet Gigawatt demands
As Meta Platforms Inc. and OpenAI prepare to launch gigawatt-scale AI data centers by 2026, the surging electricity demand raises concerns over existing energy infrastructure capacity...
Sunday 24 August 2025
China's data center power supply outpaces US amid growing AI demand
As artificial intelligence infrastructure expands worldwide, China has effectively addressed power supply challenges for its data centers, while the US continues to face grid limitations,...
Friday 22 August 2025
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments...
Friday 22 August 2025
SK On and Ford's EV battery joint venture officially begins production in Kentucky
BlueOval SK, an electric vehicle (EV) battery joint venture between SK On and Ford Motor, has announced the commencement of commercial production at its Kentucky 1 facility, according...
Friday 22 August 2025
Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26
Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation...
Friday 22 August 2025
Google's AI glasses rumored to be made in Taiwan; HTC emerges as potential manufacturer
HTC has reignited interest in AI eyewear with the recent launch of the Vive Eagle, the company's first AI glasses. Google is also rumored to have completed development of its own AI...
Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is no...
Thursday 21 August 2025
Taiwan's MPI grabs first-mover advantage in MEMS probe cards for AI chips

Taiwan's MPI Corporation is set to benefit from a major shift in semiconductor testing, as global cloud providers ramp up custom AI chip...

Thursday 21 August 2025
SJ Semiconductor advances 3D packaging as key Huawei partner, climbs global OSAT rankings
China's semiconductor packaging and testing firm SJ Semiconductor (SJ Semi) has made significant headway with the completion of its third production facility, J2C, in Jiangyin's high-tech...
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 akin...
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. Only...
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 its...
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 capacity...