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Sunday 26 October 2025
CXMT, Huawei align on HBM3 ahead of China's 2026 AI memory leap
High-bandwidth memory (HBM) has become the latest competitive front for global DRAM manufacturers. As Samsung, SK Hynix, and Micron gear up for HBM4 mass production in 2026, China's...
Saturday 25 October 2025
PCB makers urged to stay in Taiwan as geopolitical risks mount
The global AI wave is driving a "golden decade" for the printed circuit board (PCB) industry, sparking revolutionary innovations in design, manufacturing, and materials that accelerate...
Saturday 25 October 2025
TSIA chair talks Taiwan chipmakers' US challenges, 50-50 chip production remains unclear
Amid the advent of the artificial intelligence (AI) era and the influence of geopolitics, Taiwan's semiconductor industry continues to be a hub in the global supply chain. In response...
Thursday 23 October 2025
Inventec's tie-up with Dixon marks renewed Taiwanese investment in India's electronics supply chain
Inventec, a leading Taiwanese original design manufacturer (ODM), has entered a joint venture with India's Dixon Technologies to produce notebooks (NB), servers, desktops, and electronic...
Thursday 23 October 2025
Global top-3 memory maker status, 3Q25

Introduction

Thursday 23 October 2025
Samsung expresses confidence in 2nm development, reports solid progress
Samsung Electronics' Device Solutions (DS) division CTO Song Jae-hyuk expressed strong confidence in the revival of Samsung's foundry business and reported smooth progress on the...
Thursday 23 October 2025
SEDEX 2025: Samsung debuts HBM4; SK Hynix showcases rival design
Samsung Electronics and SK Hynix unveiled their next-generation high-bandwidth memory (HBM4) at SEDEX 2025 in South Korea, marking Samsung's first public display of an HBM4 sample...
Thursday 23 October 2025
Samsung set to roll out Ballie AI robot in Vietnam with launch imminent
Samsung Electronics is reportedly set to start production of its AI-powered home assistant robot, Ballie, at its facility in Ho Chi Minh City, Vietnam, suggesting that the long-delayed...
Thursday 23 October 2025
Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people...
Thursday 23 October 2025
Samsung, SK Hynix race to build US chip capacity
As the CHIPS and Science Act drives a shift in global semiconductor investments from Asia to the US, whether South Korean giants Samsung Electronics and SK Hynix can emerge successfully...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
Dell turns to Taiwan's Compal for AI server production in supply shift
Compal Electronics Inc., one of Taiwan's leading contract manufacturers, has reportedly secured orders from Dell Technologies to produce AI servers beginning in 2026 — a milestone...
Thursday 23 October 2025
SK Hynix poised to benefit fully from DRAM demand as 'FOMO' rises
SK Hynix is positioned to thoroughly capitalize on the ongoing memory supercycle, driven by its superior DRAM technology and mass production capabilities, according to analysts.
Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion,...
Thursday 23 October 2025
Taiwan dispels US investment relocation fears
Taiwan's top economic and technology officials have dismissed concerns that the island's semiconductor ecosystem investments in the US represent industrial relocation. The pushback...