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Friday 12 September 2025
Huawei, Cambricon AI chip production set to top one million units by 2026
China is accelerating its drive for homegrown AI semiconductors. JPMorgan forecasts Huawei will ship 600,000–650,000 AI chips in 2025, while Cambricon Technologies is on track...
Friday 12 September 2025
Intel to continue semiconductor glass substrate commercialization despite market rumors
Intel has confirmed to South Korean media that it will proceed with its semiconductor glass substrate commercialization plans as originally outlined, dismissing reports of potential...
Friday 12 September 2025
Texas Instruments sees data center revenue surge 50%; projects over US$1B in 2025 as sector recovery accelerates
Texas Instruments (TI) CEO Haviv Ilan stated at the 2025 Goldman Sachs Communacopia + Technology Conference that the data center market is the fastest recovering among all sectors,...
Friday 12 September 2025
China cracks down on false EV promotions as fierce market competition rages on
Chinese regulators have launched a three-month campaign to curb false marketing and online misconduct in the automotive sector, the latest move to rein in unhealthy competition in...
Friday 12 September 2025
PC replacement cycle in 2025 falls short as trade tensions disrupt market
The anticipated notebook replacement surge in 2025 did not materialize as projected, with the first half disrupted by the United States-China tariff retaliations affecting shipment...
Friday 12 September 2025
South Korean panel makers aims to regain lead with dual-layer tandem OLED
South Korea's display industry has strengthened its global position by advancing dual-layer tandem OLED technology, overcoming years of competition from low-cost Chinese LCD panels...
Friday 12 September 2025
TV brand vendors boost short-term panel demand
After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging...
Thursday 11 September 2025
Wistron increases investment in the US, doubling capital expenditure for California subsidiary
Wistron's board of directors approved a significant increase in the capital expenditure budget for its Fremont, California-based wholly-owned subsidiary WisLab EMS Corporation, doubling...
Thursday 11 September 2025
iPhone 17 strategy: three distinct lines, AI takes backseat
Apple's new generation iPhone 17 series has officially debuted, sparking renewed market discussion. The three new models each have distinct features. The iPhone 17 Pro series boasts...
Thursday 11 September 2025
Shenzhen Dual-expo Spotlight | China leans on laser chips to localize AI data centers and bypass tariffs
The China International Optoelectronic Exposition (CIOE) and SEMI-e 2025 Semiconductor Innovation Exhibition kicked off in Shenzhen on September 10, underscoring the laser industry's...
Thursday 11 September 2025
Shenzhen Dual-expo Spotlight | Sunny Optical flags fatal flaws in smart glasses but sees AR growth ahead
Sunny Optical Technology (Group) Company, a major supplier in the global optics supply chain, featured prominently at this year's China International Optoelectronic Exposition (CIOE),...
Thursday 11 September 2025
Taiwan emerges as AI hotspot: Merck highlighting trio of semiconductor development trends
Merck has pointed out that the semiconductor industry's growth curve has reached a combined output value of EUR650 billion (US$760.4 billion) and is expected to surpass EUR1 trillion...
Thursday 11 September 2025
ACM Research courts TSMC as US–China dual-listed chip equipment maker bets on Taiwan expansion
ACM Research (Shanghai), Inc., dual-listed in the US and China, is maneuvering through Washington's escalating curbs on China's chip industry. Chairman David Wang emphasized that...
Thursday 11 September 2025
Apple brings vapor chamber cooling to iPhone 17 Pro after six-year wait, yet many suppliers now chase AI servers
Apple is preparing to debut vapor chamber (VC) cooling in the upcoming iPhone 17 Pro, with Taiwan's Asia Vital Components (AVC) and China's Suzhou Tianmai Thermal Technology reportedly...
Thursday 11 September 2025
Suzhou Everbright taps AI and data center demand, expands in Europe
Suzhou Everbright Photonics is betting on explosive demand from artificial intelligence (AI) and data centers to drive future growth, Chairman Dayong Min said in an interview with...