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Friday 26 December 2025
Taiwan economy to grow higher than expected in 2025, but weaken in 2026
Taiwan's economy saw outstanding growth in 2025, emerging as an outlier not just in Asia but also worldwide. In its recently released forecast for 2026, the Institute of Economics...
Friday 26 December 2025
Samsung, SK Hynix reportedly accelerate HBM4 production to early 2026
Samsung Electronics and SK Hynix are pushing forward their production schedules for sixth-generation high-bandwidth memory to February 2026. Industry sources and South Korean media...
Friday 26 December 2025
South Korean giants race to mass-produce semiconductor glass substrates in 2026
As demand for artificial intelligence (AI) semiconductors continues to surge, the market for glass substrates, which are widely regarded as a critical material for next-generation...
Friday 26 December 2025
Nvidia reportedly tests Intel 18A process but does not move forward
Intel's 18A process node has reportedly drawn interest from Nvidia, though the chipmaker has yet to commit to using the technology, according to Reuters, citing sources familiar...
Friday 26 December 2025
Honey Hope Honesty expects growing demand for high-end MLCCs driven by AI infrastructure in 2025 and 2026
Electronic component distributor Honey Hope Honesty anticipates significant growth in sales of high-end multilayer ceramic capacitors (MLCCs) fueled by rising demand from AI servers...
Friday 26 December 2025
Nvidia Groq partnership signals shift toward specialized inference chips as AI workloads scale
Nvidia is set to include innovations from Groq, an AI inference chip startup, into its product ecosystem by the end of 2025, responding to an expected surge in AI inference demand...
Friday 26 December 2025
AI data center boom deepens reliance on Chinese components despite supply chain shifts
Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...
Friday 26 December 2025
Fuel cells ramp up to meet surging AI power demand
Solid oxide fuel cells (SOFCs) are drawing significant attention because of their flexible and rapid deployment capabilities as AI's electricity demand continues to skyrocket. Kaori...
Wednesday 24 December 2025
Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand...
Wednesday 24 December 2025
TSMC's N-2 restrictions hand Samsung US advanced chip opening
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia...
Wednesday 24 December 2025
Taiwan remains key AI and semiconductor hub in new digital economy era
Deloitte Taiwan released a report on December 23, 2025, highlighting that AI has moved beyond proof of concept to large-scale commercial deployment, rapidly expanding across core...
Wednesday 24 December 2025
Taiwan cable maker rides US$3.7 billion grid overhaul wave with orders booked through 2028
Taiwanese cable giant Ta Tun Electric Wire and Cable (TEWC) held a pre-listing performance briefing on December 23, 2025, revealing that revenue for the first 11 months of 2025 reached...
Wednesday 24 December 2025
Taiwan's November export orders up nearly 40%, driven by US AI demand
Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1%...
Wednesday 24 December 2025
China's battery and energy storage firms lead, fueled by AI-driven power demand surge
The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage,...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...