China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...
Nan Ya Plastics is speeding up its transformation in electronic materials as cloud service providers expand capex at a rapid pace, making...
AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management...
Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...
The AI investment cycle is spreading from leading-edge wafer fabrication into semiconductor packaging and testing, with Taiwan's largest...
