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    Google TPU rise benefits Samsung's memory and foundry
    Nov 26, 18:01
    China's BAT tech giants invest billions to debunk AI bubble claims
    Nov 26, 18:01
    Advantest, TSMC supplier Jtron targets 30%+ growth in proprietary products ahead of listing
    Nov 26, 18:01
    Commentary: Huawei's Kirin 9030 chip breakthrough amid US restrictions
    Nov 26, 18:01
    Google advances AI compute network with TPU and optical circuit switch innovations
    Nov 26, 18:01
    BOE's 8.6-Gen OLED line advances with Korean equipment, prompting phase two expansion
    Nov 26, 18:00
    NEWS TAGGED DEMAND
    Thursday 16 October 2025
    TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
    TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
    Thursday 16 October 2025
    TSMC tells clients to order early as downstream demand signals remain strong

    As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

    Thursday 16 October 2025
    TSMC 3Q25 earnings hit a record high with gross margin near 60%
    Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...
    Thursday 16 October 2025
    DRAM price surge shows no end, Innodisk chairman says there are surprises every month
    Industrial memory module maker Innodisk has seen monthly growth in 2025 operations as AI demand explodes, causing severe DDR4 shortages and a persistent supply crunch. Chairman Chuan-Sheng...
    Thursday 16 October 2025
    AI drives Southern Taiwan Science Park revenue to near NT$2 trillion
    Southern Taiwan Science Park (STSP) has posted an impressive revenue performance for January to August 2025, driven by the global AI boom. Almost breaking NT$2 trillion at NT$1.828...
    Thursday 16 October 2025
    HPE posts record quarterly revenue but sees sharp profit decline
    Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...
    Thursday 16 October 2025
    ASML sees continued growth in EUV demand, confident in High NA progress
    ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
    Thursday 16 October 2025
    Fortune Electric secures second phase of Stargate orders, US market share expected to rise
    Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...
    Thursday 16 October 2025
    ASML expects China sales to normalize after exceptional growth cycle
    ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
    Thursday 16 October 2025
    ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
    ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
    Thursday 16 October 2025
    ASML signals stable 2025 sales outlook as China demand expected to cool
    ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
    Thursday 16 October 2025
    TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

    As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

    Thursday 16 October 2025
    Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
    South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
    Wednesday 15 October 2025
    Semiconductor material distributors post strong revenue growth from AI and HPC demand
    Several semiconductor materials distributors have posted robust revenue growth, reflecting rising demand driven by advancements in artificial intelligence (AI) and high-performance...
    Wednesday 15 October 2025
    LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
    LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
    28/164 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    APD: Technology-Driven Innovation Powering Global Growth
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