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Tuesday 27 May 2025

AI inference drives storage's critical role; Silicon Motion enters Nvidia ecosystem

AI computing is accelerating the deployment of data center infrastructure, with Nvidia placing greater emphasis on inference computing models and expanding its ecosystem. This trend...

Monday 26 May 2025

Ubiqconn sees Taiwan, US deployments pay off; secures new transfer orders

Ubiqconn Technology is cautiously optimistic about operations in 2025, after seeing the effects of inventory adjustments on maritime customers in 2024 taper off. Still, interference...

Monday 26 May 2025

AI boom sparks unprecedented energy crisis threatening industry growth, warns Schneider Electric executive

The rapid expansion of artificial intelligence (AI) is fueling an unprecedented energy crisis that could fundamentally constrain the industry's growth, according to Pankaj Sharma,...

Monday 26 May 2025

China eases rare earth curbs, drone makers to resume shipments

China has quietly relaxed export restrictions on rare earth elements crucial for drone manufacturing after the controls threatened to derail the industry's growth, according to people...

Monday 26 May 2025

TSMC's advanced packaging booms on Middle East AI orders, boost by Apple's WMCM

Semiconductor industry analysts project a bright future for TSMC's advanced packaging systems, driven by significant demand from the Middle East for AI-centric CoWoS chips and Apple's...

Saturday 24 May 2025

Memory rally lifts 3Q; Team, Transcend turn to edge AI

Benefiting from tariffs and rising memory prices, customers have accelerated urgent order shipments, leading to optimistic operational growth for memory module manufacturers in the...

Friday 23 May 2025

China's XPeng levels up: 1Q25 glow-up fuels AI mobility, global ascent

XPeng is bucking the slowdown in global electric vehicle (EV) demand by rebranding itself as an AI-driven smart mobility platform. The Chinese automaker is pivoting from traditional...

Friday 23 May 2025

Taiwan electronics maker targets space communication as satellite market set to explode

Goldman Sachs Research forecasts the low-Earth orbit (LEO) satellite market will skyrocket from US$15 billion in 2024 to US$457 billion by 2035, driven by surging demand for non-terrestrial...

Friday 23 May 2025

ACME Electronics holds steady as Wolfspeed's bankruptcy clouds global SiC supply chain

The global silicon carbide (SiC) supply chain is facing renewed turbulence, driven by weakening EV demand, aggressive market entry by...

Friday 23 May 2025

Wolfspeed's stumble opens the door to China's SiC ambitions

In a development that has sent shockwaves through the global semiconductor industry, US-based silicon carbide (SiC) leader Wolfspeed...

Friday 23 May 2025

From routers to the cloud: Senao's bold push into AI and edge platforms

Once known primarily for its legacy network communications equipment, Taiwan-based Senao Technology is undergoing a sweeping transformation,...

Friday 23 May 2025

Agentic AI drives disruptive innovation, Qualcomm optimistic about AI PC business growth

Qualcomm held a media briefing in Taiwan on May 21 to discuss the development of AI PCs and other devices. Kedar Kondap, Qualcomm's senior vice president and general manager of Compute...

Thursday 22 May 2025

Computex 2025: Mitac Computing strategically expands to counter tariffs; doubles server production capacity

Billy Ho, the president of Mitac Holdings Corporation, remains highly optimistic about the robust growth of server shipments driven by AI advancements in 2025. Despite challenges...

Thursday 22 May 2025

Infineon, Nvidia target 800-Volt power systems as AI energy demands surge

Infineon Technologies and Nvidia announced a collaboration to develop 800-volt DC power architectures for artificial intelligence (AI) data centers, as the industry confronts exponential...

Thursday 22 May 2025

Lite-On targets 20% AI revenue by 2025, ramps up Nvidia server PSU shipments

Lite-On Technology projects AI-related products will generate 20% of its total revenue by 2025, fueled by rising shipments of next-gen server power supply units (PSUs) and deeper...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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