Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Samsung Electronics, the leader in NAND flash, has reportedly entered the high-bandwidth flash (HBF) memory market, signaling a potential shift in the competitive landscape of next-generation...
The global rare earth market has long been dominated by China, encompassing everything from ore extraction to separation and refining, and even magnet manufacturing. Although the...
New car registrations in Taiwan surged in September 2025, driven by the government's revised vehicle tax reduction policy and intensified brand promotions. With 32,228 new vehicles...
China is enhancing its DUV lithography technology amid US export restrictions. Yuliangsheng's 28nm immersion DUV machine is being tested at SMIC, while SMEE has patented a method...
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
IPO-bound boAt has returned to profitability in fiscal 2025, reporting a net profit of over INR600 million (US$6.76 million) compared with a net loss of INR800 million in the previous...
The Shenzhen International Auto Show, held in early October 2025, brought together over 700 exhibitors across 80,000 square meters of exhibition space. The show focused on new energy...
The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total...
To accelerate its expansion in the drone market, Qisda has recently incorporated two drone companies, one of which is Dragonfly UAS. Apart from being a distributor in Taiwan for American...
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