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Friday 28 November 2025
Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history
In the competitive realm of artificial intelligence computing power, Nvidia currently leads the market, but Google is emerging as a formidable contender with its self-developed TPUs...
Friday 28 November 2025
China's new TPU contender aims for Nvidia's AI chip dominance
China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue...
Friday 28 November 2025
India's solar boom meets overcapacity as exports weaken
India's fast-expanding solar sector is entering a critical juncture as ambitious government targets, rising domestic manufacturing capacity, and weakening export demand create the...
Friday 28 November 2025
TSMC exit fuels Taiwan-US rivalry in GaN market
TSMC announced in mid-2025 that it will fully exit the gallium nitride (GaN) foundry business within two years. The strategic move refocuses resources on advanced silicon manufacturing...
Friday 28 November 2025
Why Jensen Huang spent Thanksgiving weekend in Taiwan
Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in...
Friday 28 November 2025
China's fast-iterating humanoid robots challenge US leadership
The United States and China remain locked in a humanoid-robotics competition. Solomon Technology chairman Johnny Chen says the US leads in software and foundation models, while China...
Friday 28 November 2025
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
Thursday 27 November 2025
Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about...
Thursday 27 November 2025
Teinco targets net zero through electromechanical expertise
Global net zero goals and the rapid adoption of green energy by RE100 companies have pushed Taiwan's green power market into a long-term shortage. Engineering, Procurement, and Construction...
Thursday 27 November 2025
Data Image enters drone market with new Taoyuan production line

Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support...

Thursday 27 November 2025
Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales
Following disappointing sales of Apple's iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own "Air" ultra-thin...
Thursday 27 November 2025
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Beijing authorities have reportedly imposed strict restrictions on high-end semiconductor imports, prohibiting ByteDance, the parent company of TikTok, from deploying Nvidia GPUs...
Thursday 27 November 2025
Jtron joins Advantest and TSMC's outsourced test service chain
Jtron Technology, a semiconductor test equipment engineering and technical service provider that has joined the supply chains of Advantest and TSMC, is scheduled to list on the over-the-counter...
Thursday 27 November 2025
Contrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV
Responding to growing demand in AI and high-performance computing (HPC), Contrel's advanced packaging business is set to expand its revenue share significantly by 2026. Director Tsan-Jen...
Thursday 27 November 2025
China's tech giants 'BAT' invest billions to debunk AI bubble claims
China's leading tech giants, Baidu, Alibaba, and Tencent, known collectively as "BAT", have committed massive capital expenditures totaling hundreds of billions of CNY to expand AI...