Global Brands Manufacture (GBM), a PCB and EMS subsidiary of Walsin Technology, recently held a shareholders' meeting led by chairman Yu-Heng Chiao to discuss acquiring Japan's Lincstech. The deal aims to boost the company's presence in AI servers, semiconductors and expand production in Singapore

Samsung and SK Hynix are advancing vertical channel transistor (VCT) technology through 4F² DRAM prototypes as a transitional step toward 3D DRAM, while Micron is bypassing VCT entirely to focus directly on true 3D DRAM development, signaling a strategic divergence in next-generation memory architectures

The rapid growth of the global generative AI industry has sharply increased electricity demand, straining national power grids and energy security worldwide. South Korea faces particular challenges in maintaining a stable power supply amid rising consumption. President Lee Jae-myung's recent energy policies addressing this issue have drawn significant attention domestically

Chinese automakers are moving to align with government directives by planning to mass-produce vehicles equipped exclusively with domestically developed and manufactured automotive chips starting in 2026, as Beijing pushes to reduce its reliance on foreign semiconductor technologies

LG Display (LGD) has announced a KRW1.26 trillion (approx. US$918 million) investment aimed at strengthening its OLED technology portfolio. A large portion of the capital is expected to go toward 6th-generation small-to-mid-sized OLED production, a surprising move given the saturated competition in the smartphone display market

Chinese EV maker Neta Auto faces a severe financial crisis, raising concerns in Thailand, where it operates a local subsidiary. Neta claims its overseas operations remain unaffected, but Thai officials are monitoring the situation closely, according to the Bangkok Post and The Nation

As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation memory module, SOCAMM. Industry sources reveal that SOCAMM uses LPDDR5X chip stacking technology. With Micron expanding its outsourced packaging and testing (OSAT) orders for LPDDR5X, leading memory OSAT provider PTI is a primary beneficiary. This partnership not only helped Micron win significant contracts but also boosted PTI's second quarter 2024 shipments of LPDDR5X packaging, greatly enhancing its operational performance and future growth prospects

China's sustained backing of new energy vehicles (NEVs) has hit a roadblock, as widespread subsidy abuse and escalating price competition have forced several local governments to suspend EV incentive programs

SK Hynix is doubling down on diversifying its supply chain for thermal compression bonding (TCB) equipment, crucial for producing high-bandwidth memory (HBM), while Samsung Electronics appears to be moving in the opposite direction, prioritizing internalization. The contrasting strategies are fueling debate across the semiconductor industry

Amid ongoing volatility in the global semiconductor landscape, China's chipmaking equipment sector is undergoing a dual transformation centered on intelligent manufacturing and "re-globalization." These shifts serve as both a countermeasure to geopolitical headwinds and a strategic pivot toward a more autonomous and resilient supply chain

Data center construction is accelerating in Malaysia's Johor state as Singapore charts a sustainable digital infrastructure strategy. Singapore's Infocomm Media Development Authority unveiled its Green Data Center Roadmap, targeting at least 300 megawatts of additional capacity in the near term while promoting energy-efficient technologies

A recent move that may have escaped wider attention could carry long-term consequences for the global chip supply chain. Taiwan has added China's top foundry, Semiconductor Manufacturing International Corp (SMIC), and telecommunications giant Huawei to its export control list, effectively banning them from doing business with Taiwan's critical semiconductor sector

Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly prompted Nintendo to raise its shipment forecast, with annual volume now expected to hit 20 million units with ease

The AI data center industry encompasses advanced semiconductor manufacturing, high-end chips (GPU, CPU, ASIC), and system integration (SI). As countries push for "sovereign AI," regional supply chains are gradually replacing globalization. Taiwan, with its robust electronic hardware manufacturing capabilities, has played a pivotal role in this industrial transformation

Shanghai Zhaoxin Semiconductor Co., Ltd. (Zhaoxin), a key Chinese developer of domestically produced x86-compatible CPUs, has filed for an IPO on the Shanghai STAR Market, targeting CNY4.169 billion (US$580.5 million). Proceeds will fund research and development for next-generation desktop and server chips, advanced processor nodes, and the expansion of its research facilities