The global race to build next-generation AI computing power is accelerating, and Taiwan’s King Yuan Electronics Corp. (KYEC) has emerged as a key winner.
The semiconductor industry is witnessing a shift in the competitive dynamics of the mature process segment, with the intense price wars that had been predicted to escalate in 2025...
Since early 2025, global memory and storage chip prices have surged past industry expectations. Analysts say booming demand for AI infrastructure and high-performance servers is driving...
On November 4, Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures...
OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments,...
On November 4, AMD reported record results for the third quarter of 2025, driven by strong demand in the data center and client computing segments, which underscore the company's...
Apple's iPhone 16 sales have exceeded expectations for its fourth quarter of 2025 earnings after being initially doubted at its launch. The upcoming lower-priced MacBook will drive...
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...
Key European and US IDMs like Texas Instruments (TI), NXP, and STMicroelectronics (STM) have released their latest earnings reports, some showing solid recovery performance in the...
Just two weeks after its launch, the iPhone 17 has provided strong momentum for Apple's fiscal 2025 fourth quarter, and the trend is expected to continue into the fiscal 2026 first...
India's smartphone market grew 5% year-over-year in shipments and 18% in value in the third quarter of 2025, reaching its highest-ever quarterly value, according to Counterpoint Research...
Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products...
As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...
The global automotive semiconductor market is expected to reach US$78 billion in 2025, according to Mike Cheng, regional president of Avnet Taiwan, one of the world's largest electronic...
