The global market shows a split enthusiasm for generative AI—enterprises are slowing investments amid underwhelming results, while consumer demand is surging and spawning new...
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Anthropic announced plans to expand its global presence by opening an office in Bengaluru, India, in early 2026. The site will be the company's second in the Asia-Pacific region after...
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
Dell has announced a significant upward revision of its revenue and profit growth targets for the next four years, signaling the company's robust confidence in the long-term demand...
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
Taiwanese printed circuit board (PCB) manufacturer Allied Circuit (ACCL), a subsidiary of Compal Electronics, has entered a joint venture with Japanese firm Meiko to establish an HLC...
Universal Microwave Technology (UMT), a manufacturer of low Earth orbit (LEO) satellite and high-frequency communications components, has benefited from the continued advancement of...
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
As demand for edge AI computing and industrial automation rapidly intensifies, geopolitical tensions and tariff uncertainties are prompting customers to seek localized production within...
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
As the industry enters the fourth quarter of 2025, the traditional peak season for TV manufacturers is losing momentum. China's Singles' Day shopping festival stockpiling is winding...
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
