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Thursday 18 December 2025
The price of 'China Speed': Auto suppliers squeezed in a brutal price war
For the global automotive electronics industry, the Chinese market has become a glittering trap: a massive, indispensable arena of innovation that is simultaneously cannibalizing...
Thursday 18 December 2025
Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts
As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...
Thursday 18 December 2025
Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion
OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs)...
Thursday 18 December 2025
Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025
SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM

Seoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...

Thursday 18 December 2025
Micron says fab start-up costs to have limited impact on gross margins despite expansion push
Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...
Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverage
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
Thursday 18 December 2025
Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026
After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...
Thursday 18 December 2025
InnoCare eyes steady growth in 2026 as AI accelerates medical applications
InnoCare Optoelectronics held an investor conference on December 16, 2025, where company chairman James Yang pointed out that while the global medical device market grows annually...
Thursday 18 December 2025
SpaceX sets sights on orbital data centers, with Musk's role seen as both asset and risk

SpaceX could go public as early as 2026 and emerge as one of the world's most valuable listed companies, with market estimates putting...

Wednesday 17 December 2025
Taiwan IPC industry and player status, 2025

Introduction

Wednesday 17 December 2025
Samsung tri-fold phone sees strong sales despite high repair costs
Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...
Wednesday 17 December 2025
Korea Lighting pivots from conventional LEDs to bio-opitcal chips, targeting high-value markets
Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions,...
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025
Memory shortages threaten to cut panel demand in 2026
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...