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Saturday 13 September 2025
Memory shortages stretch into 2026, fueling revenue boom for Taiwanese suppliers
The global memory industry saw simultaneous growth in volume and pricing during the third quarter of 2025, with DRAM and NAND memory prices rising amid ongoing supply constraints...
Friday 12 September 2025
Lightstar Technology pivots to domestic sourcing, unveils aerospace-grade components
Lightstar Technology is showcasing its high-power products and aerospace-grade polarization-maintaining ultra-mini components at the China International Optoelectronic Exposition...
Friday 12 September 2025
South Korea targets massive hydrogen market, aiming to become global leader by 2030
The South Korean government is accelerating the development of its hydrogen economy, focusing on three key policy directions: demand market expansion, supply planning, and infrastructure...
Friday 12 September 2025
Nvidia reportedly asks Samsung to double GDDR7 memory orders
Nvidia has reportedly requested Samsung Electronics Co. to significantly expand its procurement of GDDR7 graphics memory, a move expected to enhance Samsung's memory business revenue...
Friday 12 September 2025
Oracle rides AI wave with massive contracts and bullish outlook
Oracle is rapidly shaking off its reputation as a laggard in cloud computing, with new AI contracts and a strong outlook pushing its growth plans into overdrive.
Friday 12 September 2025
Alibaba Group to raise US$3.17 billion via convertible bonds for cloud infrastructure expansion
Alibaba Group has announced plans to raise US$3.17 billion through zero-coupon convertible bonds, the largest transaction of its kind this year. The funds will primarily support the...
Friday 12 September 2025
China's Lightstar targets record localization in optical passive components amid tariff pressures
China's drive for technology self-sufficiency is transforming the communications supply chain. Shenzhen-based Lightstar Technology expects localization of advanced optical passive...
Friday 12 September 2025
Advantest tops TEL in market value after 19 years, driven by AI chip testing boom
Japanese chip testing equipment giant Advantest has overtaken Tokyo Electron (TEL) in market capitalization for the first time in nearly two decades, signaling a shift in the balance...
Friday 12 September 2025
China's 10 memory firms post mixed 1H25: sales rise, profits lag
By September 2025, half-year earnings reports from 10 Chinese memory firms are in. Nine posted revenue growth, underscoring solid top-line momentum. Profitability, however, diverged...
Friday 12 September 2025
SEMICON Taiwan 2025: Hanmi Semiconductor unveils large 2.5D packaging equipment
The rising demand for AI servers and high-end GPUs has fueled growth in large-size 2.5D interposers, and Hanmi Semiconductor is moving quickly to capture this opportunity. At SEMICON...
Friday 12 September 2025
PC replacement cycle in 2025 falls short as trade tensions disrupt market
The anticipated notebook replacement surge in 2025 did not materialize as projected, with the first half disrupted by the United States-China tariff retaliations affecting shipment...
Friday 12 September 2025
India targets global leadership in green hydrogen exports despite China's dominance
The Indian government is pushing ahead with its national green hydrogen initiative, aiming to meet nearly 10% of the world's renewable hydrogen demand and position itself as a major...
Friday 12 September 2025
TV brand vendors boost short-term panel demand
After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging...
Thursday 11 September 2025
Phison Electronics reports record revenue growth amid rising AI demand and potential memory shortages
Phison Electronics posted consolidated revenue of NT$5.934 billion (approx. US$195.7 million) for August 2025, marking a 4.3% increase from July and a 23% rise year-over-year, reaching...
Thursday 11 September 2025
Shenzhen Dual-expo Spotlight | Sunny Optical flags fatal flaws in smart glasses but sees AR growth ahead
Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE),...