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Wednesday 29 October 2025
LCD supply chain shift to Vietnam, but still lags behind China
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...
Wednesday 29 October 2025
AI server liquid cooling demand surges, heat dissipation firms race to expand capacity
Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers...
Wednesday 29 October 2025
Samsung to limit tri-fold smartphone launch to Asia, excludes US market
Samsung Electronics is reportedly preparing a limited release of its upcoming tri-fold smartphone in select markets, which include South Korea, China, and Taiwan. The US is expected...
Wednesday 29 October 2025
Foxconn expands US AI server buildout, joins Nvidia-Stellantis-Uber robotaxi effort

Hon Hai Technology Group (Foxconn) used this week's GTC event in Washington to highlight two fronts of collaboration with Nvidia: expanding...

Wednesday 29 October 2025
Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

Nvidia CEO Jensen Huang declared that the US is entering "America's next Apollo moment," framing the rise of artificial intelligence...

Wednesday 29 October 2025
Samsung reorganizes memory line by accelerating HBM4 production at P4 plant
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing...
Wednesday 29 October 2025
SK hynix Announces 3Q25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 24.4489 trillion won in revenues, 11.3834 trillion won in operating profit (with...

Tuesday 28 October 2025
Former TSMC SVP reportedly recruited by Intel to lead R&D division
Wei-Jen Lo, former senior vice president of Corporate Strategy Development at TSMC, who retired in July 2025, is reportedly being courted by Intel to head its R&D division. However,...
Tuesday 28 October 2025
UMT sees satellite order visibility improve, 4Q25 gross margin targets record high
High-frequency communication component manufacturer Universal Microwave Technology (UMT) has announced its operating results for the third quarter of 2025. The company reported NT$484...
Tuesday 28 October 2025
India shifts electronics focus from assembly to component manufacturing
India's electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate...
Tuesday 28 October 2025
India's semiconductor ecosystem expands beyond fabs with software-IP firms
As India prepares to begin commercial chip production by late 2025, much of the discussion has focused on new fabs in Gujarat.
Tuesday 28 October 2025
SK Hynix M15X completion expected by end of 2025
To meet the growing demand for HBM, SK Hynix is accelerating the construction of its DRAM production base, M15X plant in Cheongju, South Korea. According to Yonhap News and...
Tuesday 28 October 2025
Winbond boosts memory production capex over fivefold amid tight supply
Taiwan-based memory manufacturer Winbond Electronics Corp. has approved a capex budget of NT$35.509 billion (US$1.16 billion) to restructure its memory production capacity in response...
Tuesday 28 October 2025
Hybrid, not pure electric, may drive Taiwan’s next scooter wave, says SYM
Taiwan's electric scooter industry is currently coping with a number of bottlenecks in terms of domestic supply chains, battery reliability, government subsidy policies, and consumer...
Tuesday 28 October 2025
HBM boom tightens DRAM supply as Samsung, SK Hynix secure long-term deals
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...