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Sunday 7 December 2025
Taiwan poised to benefit as Japan and Korea shift capacitor output to premium markets
Japanese and Korean passive-component makers are diverting more capacity to high-end capacitors used in AI servers, tightening supply in mainstream electronics, and creating new openings...
Friday 5 December 2025
European auto suppliers hedge bets as Chinese EVs move into Europe

As global automakers and their supply chains struggle with the growing pains of electrification, a quiet hedging strategy is emerging,...

Friday 5 December 2025
UMC expands US supply chain with 8-inch wafer MOU with Polar Semiconductor
UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December...
Friday 5 December 2025
Smart glasses market faces five key challenges
The smart glasses market is becoming increasingly popular, ranging from high-end, multifunctional products to entry-level devices priced in the hundreds of CNY. However, both brands...
Friday 5 December 2025
Micron exits consumer market with Crucial phase-out amid shift to AI-driven memory demand
Micron announced it will phase out its Crucial brand's consumer memory and SSD products by February 2026, marking its exit from the nearly 30-year-old consumer market. This move reflects...
Friday 5 December 2025
Samsung to command the AI inference market with GDDR7
Samsung Electronics' latest-generation GDDR7 has received the 2025 Korea Technology Awards Presidential Award, and its importance is growing as Nvidia adopts the memory for AI inference...
Friday 5 December 2025
China's rare-metal clamp creates a tungsten void; Lianyou builds high-value lines to capture demand
China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand...
Friday 5 December 2025
Dixon Technologies set to enter global top 20 EMS/ODM rankings amid rapid growth
India's Dixon Technologies has emerged as one of the fastest-growing electronics manufacturing services (EMS) players globally, reflecting the country's expanding role in regional...
Friday 5 December 2025
Brightek's new plant to power 2026 growth with robots, drones, and silicon photonics
Brightek's newly opened Nantong plant in China is set to drive revenue growth with smart sensing, automotive lighting, and integrated chip LEDs (IC LED). According to general manager...
Friday 5 December 2025
Taiwan's defense institute partners with research center to boost drone industry
As Taiwan strengthens its defense capabilities amid growing regional tensions, the development of indigenous drone technology has become a national priority. To accelerate the growth...
Friday 5 December 2025
Taiwan's Anli's drone program reaches mass production, setting stage for 2026 expansion
Anli International Chairman Chen-Kun Hsu says the company's push into two major markets—automotive components and server hardware—is beginning to take shape. At the same...
Friday 5 December 2025
Lingsen rides AI-driven memory test surge, expanding capacity and adjusting prices
Taiwan's dedicated chip backend house Lingsen Precision Industries is stepping up capacity expansion and price adjustments as AI-fueled demand for memory chip testing accelerates...
Thursday 4 December 2025
Samsung and SK Hynix align 2026 DRAM strategies
Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7,...
Thursday 4 December 2025
IT panel makers lock prices as memory prices surge
IT demand has entered the fourth quarter off-season, but panel makers are coping by balancing supply and demand. AI demand has driven up prices for upstream materials such as memory,...
Thursday 4 December 2025
Tech Forum 2026: Quanta warns power shortages may stall next server growth wave

Quanta Computer vice chairman and president C. C. Leung said on December 3 that electricity supply has become the most serious constraint...