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Thursday 6 November 2025
SK Hynix tight-lipped on Nvidia supply terms as HBM4 prices climb
SK Hynix has reportedly increased the price of its sixth-generation high-bandwidth memory (HBM4) supplied to Nvidia by over 50% compared to the previous generation HBM3E. Industry...
Thursday 6 November 2025
Winbond's DRAM bit supply to double as structural shortage extends through 2027
Continuous upgrades in memory technology have created a structural imbalance in supply and demand. Nevertheless, memory supplier Winbond Electronics delivered strong earnings in the...
Thursday 6 November 2025
Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge
Nvidia's evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Thursday 6 November 2025
Foxconn converts Sharp factory into AI server hub, courts Japan auto giants for EV collab
Taiwan's Foxconn plans to transform Sharp's Kameyama No. 2 factory in Mie Prefecture, Japan, into an AI server production facility, while also pursuing collaborations with Japan's...
Thursday 6 November 2025
Samsung Electro-Mechanics reportedly joins Broadcom supply chain amid AI chip surge
Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google...
Thursday 6 November 2025
Nexperia chip disruption forces Honda and Nissan to cut production in Japan and overseas; Toyota unaffected
Chip supply disruptions at Nexperia continue to ripple through Japan's auto industry. Following Honda's partial production halt at some overseas plants on October 28, Nissan has become...
Thursday 6 November 2025
ODMs slash non-China manufacturing targets to 40% as tariff eases
The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented...
Thursday 6 November 2025
Taiwan suppliers fill gap as Boeing recovers, Airbus stalls
The world's two major aircraft manufacturers are showing sharply contrasting fortunes. Airbus is reportedly facing engine supply bottlenecks that have slowed deliveries, while Boeing...
Thursday 6 November 2025
TV panel prices continue to fall: production cuts fail to boost weak peak season
LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...
Thursday 6 November 2025
Exclusive: Asus seizes OLED crown from Samsung, VP breaks silence
The global OLED display market is fiercely competitive, becoming a key battleground for major brands. Samsung Display (SDC) and LG Display (LGD) continue to dominate the high-end...
Wednesday 5 November 2025
Vuzix eyes smart glasses to reshape enterprise production methods
Between 2014 and 2023, Google launched its smart glasses, Google Glass, which was once seen as a technological innovation with strong potential in both the enterprise and consumer...
Wednesday 5 November 2025
Micron's reported HBM4 delay could cede AI chip advantage to Samsung and SK Hynix
Micron Technology is reportedly redesigning its sixth-generation high-bandwidth memory (HBM4) after facing yield and performance issues, a setback that could push back supply until...
Wednesday 5 November 2025
Foxconn chair calls for Taiwan-Japan EV alliance
Foxconn Technology Group Chairman Young Liu called for closer collaboration between Taiwan and Japan in electric vehicle development, saying the two sides can combine their strengths...
Wednesday 5 November 2025
Jinpao hits 6th straight monthly revenue record on AI, energy, aerospace push
Jinpao Precision Industry (JPP) saw record-high revenue for October 2025, driven by strong shipments of AI server power supply components, server cases, and racks. The company remains...