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Sunday 30 November 2025
Samsung reportedly nears December verdict on Nvidia HBM4 tests
Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...
Friday 28 November 2025
Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost
To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This...
Friday 28 November 2025
Topco Scientific eyes strong 2026 growth in photoresist and silicon wafers
Topco Scientific (TSC) expects semiconductor material demand to remain robust through 2026, driven by AI-led advanced process capacity utilization and strong memory market momentum...
Friday 28 November 2025
China's new TPU contender aims for Nvidia's AI chip dominance
China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue...
Friday 28 November 2025
FitTech targets 2Q26 profits with goal to become Taiwan's largest foundry
FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although...
Thursday 27 November 2025
Notebook shipment update, October 2025

Introduction

Thursday 27 November 2025
Acer Gadget defies sector downturn with 33 months of revenue growth amid AI push
Despite challenges in the global consumer electronics market, Acer's subsidiary Acer Gadget has reported 33 consecutive months of revenue growth. President Allen Jong attributes this...
Wednesday 26 November 2025
SK Hynix drives 65% of SK Group's exports as 2025 totals near record

Buoyed by surging semiconductor exports at SK Hynix, the SK Group is on track to post a record-breaking KRW120 trillion (approx. US$81...

Wednesday 26 November 2025
TEL absent from TSMC annual awards following 2nm leak incident
Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is...
Wednesday 26 November 2025
Anthropic launches Claude Opus 4.5 with enhanced capabilities and reduced prices
Anthropic has introduced Claude Opus 4.5, its latest flagship AI model, which offers improvements in programming development, automated office tasks, multi-step agent operations,...
Wednesday 26 November 2025
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints...
Wednesday 26 November 2025
Microloops enters CSP supply chain, eyes strong 2026 growth
Cooling module manufacturer Microloops has secured a major customer in the cloud service provider (CSP) sector and gradually gained customer trust, increasing its product range and...
Tuesday 25 November 2025
Jeilin's new image processing SoC platform set to boost revenue and profits in 2026
Image processing SoC maker Jeilin held a pre-listing performance briefing on November 24, announcing plans to launch a new product platform in response to rapidly growing AI-driven...
Tuesday 25 November 2025
Foxconn’s China-listed subsidiary rejects downgrade rumors as AI-server demand holds
Foxconn Industrial Internet (FII), a subsidiary of Foxconn Technology Group, has publicly rejected recent media reports asserting that it would reduce its fourth-quarter performance...
Monday 24 November 2025
Tesla accelerates AI chip roadmap: A15 nears tape out as A16 development begins
Tesla CEO Elon Musk has revealed in a post on X that the company is close to taping out its next-generation AI5 chip while simultaneously beginning development of AI6. Tesla plans...