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Friday 17 October 2025
Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...
Thursday 16 October 2025
Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain
Hyundai Mobis is set to invest an additional US$28.6 million in its Pesqueria plant in Nuevo Leon, Mexico, aiming to reinforce its dominance in the North American market amid escalating...
Thursday 16 October 2025
China's 10.5 generation panel depreciation to boost TV panel market dominance
China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Tuesday 14 October 2025
SK Hynix's US$3.87 billion Indiana plant sparks safety backlash
South Korean memory chipmaker SK Hynix has reportedly encountered unexpected resistance from local residents regarding its US$3.87 billion semiconductor factory investment plan in...
Tuesday 14 October 2025
YS Tech opens new Taiwan plant to boost AI server cooling capacity
Yen Sun Technology (YS Tech) has completed a new factory in Kaohsiung as it moves to capitalize on the booming demand for AI server cooling systems. The company announced that mass...
Monday 13 October 2025
Samsung and SK Hynix drive next memory super cycle
AI demand and OpenAI's partnerships with Korean manufacturers are fueling a memory super cycle that could surpass the 2017–2018 period. Samsung Electronics and SK Hynix have...
Friday 10 October 2025
How a misread partnership exposed Nissan’s deeper uncertainties
A breakdown in the proposed partnership between Hon Hai Precision Industry (Foxconn) and Nissan Motor, regarding the automaker's Oppama plant in Yokosuka, Kanagawa Prefecture, has...
Thursday 9 October 2025
Foxconn walks away from Nissan factory deal amid stalled talks
Struggling with prolonged financial headwinds, Nissan Motor Co. has announced plans to shutter one of its core production sites, the Oppama plant, by March 2028. Talks to sell the...
Thursday 9 October 2025
Phoenix Silicon International expands wafer production capacity with new FAB3B facility
Phoenix Silicon International (PSI) has officially launched the expansion of its Zhonggang FAB3A/B manufacturing complex, announcing plans for the new FAB3B plant to begin production...
Thursday 9 October 2025
GLT shutters China plant, eyes Vietnam trial and biomedical expansion
Global Lighting Technologies (GLT) has liquidated its Zhongshan factory in Guangdong, China and has plans to start trial production at its new facility in Vietnam facility in the...
Thursday 9 October 2025
Taiwan's semiconductor playbook finds new home in Arizona
Taiwan has become Arizona's blueprint for semiconductor success. At the Arizona Semiconductor Leadership Day forum held prior to 2025 SEMICON West, the island emerged as more than...
Wednesday 8 October 2025
Compal subsidiary partners with Japan's Meiko to build PCB plant in Vietnam
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...
Tuesday 7 October 2025
Malaysia denies talks with China on rare earth refinery but reaffirms long-term ambitions for sector
Malaysia's sovereign wealth fund Khazanah Nasional has denied reports that it is in talks with a Chinese state-owned firm to build a rare earth processing plant, after Reuters cited...