Electric vehicle (EV) charging company U-Power is targeting growing opportunities in the market, with chairman Bob Chen noting that the company has already installed roughly 60 charging...

A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China...

Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...

The smart glasses market drew attention at the third Asia Photonics Expo (APE 2026), where Singapore-based Opto Precision showcased smart glasses module solutions that integrate artificial...

Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...

China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...

The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...

Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...

The global boom in generative artificial intelligence is driving an insatiable demand for computing power. This is pushing the world's largest cloud service providers to rethink a...

Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...

Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...

AI chip startup Cerebras Systems has secured a US$1 billion funding round, boosting its valuation to US$23 billion. According to Reuters and Bloomberg, the latest...