China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling,...
Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported...
South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific...
Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and...
As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin...
Despite surging global demand for solar energy, South Korean manufacturers are seeing export volumes contract as China deepens its dominance over upstream silicon wafer and module...
Shuang Bang anticipates demand for its three main product lines to rebound in 2026 amid easing US reciprocal tariffs and depleted brand inventories, with a cautiously optimistic view...
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
Hiwin Mikrosystem, leveraging years of expertise in nanometer-level high-precision positioning platforms and direct-drive motors, has successfully penetrated the semiconductor and...
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...
The market is focusing on rising demand for Nvidia AI GPUs and various ASICs, with optimism growing as TSMC plans to expand its CoWoS capacity and sees OSAT partners joining the race...
Samsung Group has unveiled plans to invest around KRW450 trillion (approx. US$309.10 billion) in manufacturing and R&D across South Korea over the next five years. This investment...
