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Thursday 4 December 2025
Micron to exit consumer business as AI reshapes global memory demand
Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
Thursday 4 December 2025
Tech Forum 2026: Quanta flags memory shortage as top AI hardware risk for 2026
Quanta Computer vice chairman and president C.C. Leung warned on December 3, 2025, that persistent memory shortages and rising costs could become the most significant risk to the...
Thursday 4 December 2025
Eris Tech targets data center opportunities; Nexperia chip crisis effects to surface in 2026
To meet the rising power management demands of AI data centers, power semiconductor company Eris Technology has begun deploying AI power components, and its subsidiary Yea Shin Technology...
Thursday 4 December 2025
Chunghwa Telecom expands Southeast Asia presence
Chunghwa Telecom (CHT) officially established its Malaysia subsidiary, Chunghwa Telecom Malaysia Sdn. Bhd., on December 1. CHT chairman Chih-Cheng Chien said during a digital empowerment...
Wednesday 3 December 2025
Global smartphone industry, 3Q 2025

Introduction

Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel...
Wednesday 3 December 2025
Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...
Wednesday 3 December 2025
China props up global EV market as growth slows
As global demand for electric vehicles cools, suppliers across the EV supply chain are shifting toward hybrid and plug-in hybrid models to maintain steady growth. Yet despite intensifying...
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
Wednesday 3 December 2025
North American EMS providers see growth from AI data-center boom
North American electronics manufacturing services (EMS) and original design manufacturing (ODM) providers are seeing sustained, broad-based growth as accelerating investment in AI...
Tuesday 2 December 2025
Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments

China's smartphone sales during the 2025 Singles' Day period posted only modest growth, and nearly all of the gains came from Apple,...

Tuesday 2 December 2025
Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs
Samsung Electronics' Device Solutions (DS) division will continue negotiating mobile DRAM supplies on a quarterly basis with its Mobile eXperience (MX) division, despite ongoing memory...
Tuesday 2 December 2025
Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026
Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting...
Tuesday 2 December 2025
Merck launches Kaohsiung semiconductor flagship campus to target AI and silicon photonics
Merck Group's Kaohsiung semiconductor technology flagship campus officially completed phase one on December 1, marking Merck's first large-scale semiconductor materials technology...
Tuesday 2 December 2025
Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push
Google's expanding investment in custom AI accelerators is reshaping the high-bandwidth memory market and lifting Samsung Electronics and SK Hynix as demand for tensor processing...