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Monday 24 November 2025
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Nvidia is reportedly adopting low-power DDR (LPDDR) memory in its servers to enhance power efficiency, marking a major shift in memory architecture. Industry analysts suggest this...
Monday 24 November 2025
China's LFP price war curb meets industry skepticism
China's Industrial Association of Power Sources (CIAPS) recently issued a Notice on Referencing the Lithium Iron Phosphate Cost Index and Regulating Industry Development, an effort...
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...
Monday 24 November 2025
Singapore explores nuclear power potential, collaborates with Europe and US on SMR research
Singapore Prime Minister Lawrence Wong stated that the government is studying multiple energy options but needs to carefully evaluate each option due to the country's limited land...
Monday 24 November 2025
Doosan poised to secure exclusive Nvidia Rubin CCL supply as EMC fails GB300 test
Doosan Electronic Business Group (Doosan Electro-Materials) is on track to become the exclusive supplier of copper-clad laminate (CCL) for Nvidia's next-generation AI chip, Rubin,...
Sunday 23 November 2025
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance...
Saturday 22 November 2025
Allis Electric braces for critical growth phase amid Taiwan's power grid expansion
Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company's (Taipower) accelerated resilient...
Friday 21 November 2025
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
The Ministry of Economic Affairs (MOEA) announced on November 20 that Taiwan's export orders reached US$69.37 billion in October 2025, down slightly by US$850 million or 1.2% from...
Friday 21 November 2025
GMI Cloud plans AI factory in northern Taiwan amid grid challenges
US data center startup GMI Cloud recently announced plans to build an AI factory in Taoyuan, northern Taiwan, with a projected scale exceeding the current 5MW limit set by the state-run...
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has...
Friday 21 November 2025
Marvell plans to expand India workforce amid AI-driven growth
US semiconductor company Marvell Technology has announced plans to significantly increase its workforce and research spending in India, aiming to meet the surging global demand for...
Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated...
Friday 21 November 2025
E Ink positions for sustained highs as expanded e-paper lines ramp

E Ink Holdings chairman Johnson Lee said the company reached its full-year 2025 targets ahead of schedule in the third quarter, setting...

Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter...
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese...