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REALTIME NEWS
AI chip demand drives pc memory shortage, prices to rise by 20% in 2026
Tomorrow's Headlines
1h 9min ago
Chinese tablet brands dominate with nearly 80% market share as Apple faces sharp decline in China
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Lenovo's ISG group major layoffs in Shanghai sparks controversy
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Nvidia's strategic US$2 billion investment in Synopsys advances AI-driven chip design
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Samsung and SK Hynix align DRAM production strategies for 2026
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7 days
14 days
DEC
3
2025
TEL pledges tighter oversight after prosecutors link Taiwan unit to TSMC leak case
Tech Forum 2026: Quanta vice chair reveals cost-cutting path to smart glasses mass production
Innoscience wins US GaN patent case as ITC rules no infringement
Kyocera pulls plug on 5G base-station project, cites fierce global competition
AMD, HPE expand partnership around Helios rack-scale AI architecture
Germany and Taiwan strike a chord: Merck's 357-year legacy meets new chip investments
Tesla and BYD confront slowing sales as global EV momentum falters
Eleven Japanese and American companies file lawsuits seeking refunds for Trump tariffs
Nvidia CFO: US$100bn OpenAI agreement still unsettled
As Starlink satellites multiply, scientists warn of mounting risks to Earth and space
Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips
How Gelsinger's 'Made in America' vision challenges TSMC's Arizona ambitions
Japan's humanoid robot alliance expands to counter Chinese dominance
EOC reshapes into integrated supply chain eyeing AI and semiconductors
Tencent opens Kuala Lumpur office to boost Malaysia's digital sector and talent development
LCD TV panel prices to hold steady in December despite weak Single's Day
Onsemi and Innoscience sign MoU to explore expanded GaN power device production
AI companion toys break out in China after Huawei's sell-out launch
OpenAI declares 'code red': tests ad formats as Google gains ground
Samsung's Z TriFold overcomes fragility, redefines mobile AI
China's AI glasses market splits in two as ultra-low-cost models flood in
Supply chain strains mount as Europe's carmakers lag in electrification and software
Malaysia reassures China on US trade pact amid domestic backlash
Samsung sixth-gen HBM reportedly cleared for production readiness, targets Nvidia supply chain
South Korea receives first 13,000 Nvidia GPUs under Jensen Huang's AI infrastructure pledge
Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
Trio of Chinese humanoid-robot giants seize majority of 2025 contracts
China props up global EV market as growth slows
AI pivot opens fresh opportunities across the global supply chain, says DIGITIMES president
Intel taps Amkor in Korea for advanced chip packaging
Apple reportedly to push back against India's order to preload cyber safety app, citing privacy concerns and past resistance
Marvell to acquire Celestial AI to accelerate shift toward optical interconnects for AI data centers
Tokyo Electron pulled into TSMC leak saga as prosecutors seek major fine
Tariffs are here to stay, and global supply chains may never look the same
AWS plays both sides as Trainium 4 leans into NVLink
Marvell reports strong third-quarter growth driven by data center demand
Chinese server makers gain ground globally as US tariffs reshape industry manufacturing strategies
North American EMS providers see growth from AI data-center boom
3Q25 Global ODM/EMS rankings: AI continues to drive revenue growth
ZDT, Topoint forge drilling alliance for AI server and IC substrate PCBs
Delta Electronics acquires Vivotek outright in US$119m move to cement its smart-building ecosystem
China's Kingboard raises prices again as copper and fiberglass costs soar
Huawei Cloud reinforces ICT backbone to navigate the next AI cycle
Taiwan chipmakers' green energy push forces traditional industries to shoulder tech's carbon costs
Anthropic's 1 million TPU deal intensifies Google's challenge to Nvidia
BizLink to acquire XFS Communications, expand optical interconnect business
South Korea taps nuclear power plants for hydrogen production and decarbonization
DEC
2
2025
Column: Quantum software growth accelerates
Foxconn's FII injects US$283 million into Tianjin to strengthen AI supply chain
Vivo launches iQOO in Taiwan, targets gaming and midrange consumers
Intel CEO meets Malaysia PM as Intel puts in additional US$208M investment
AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026
Samsung launches first triple-folding phone with 10-inch display
US rallies allies to secure AI and mineral supply chains amid rare earth crunch
Interview: Cybercrime enters AI-driven era with precise, scalable attacks, experts warn
MXIC chairman wins prestigious semiconductor award, stresses product value over manufacturing
Alibaba Cloud's global expansion tests geopolitical boundaries
Apple AI chief to retire, replaced by ex-Microsoft executive
Samsung, SK Hynix set profit-first DRAM regime
Fanuc to collaborate with Nvidia on AI-equipped industrial robots
Android phone sales falter in China's Singles' Day promotion, pressuring SoC shipments
Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs
US reduces South Korea import tariffs to 15% after strategic investment deal
Taiwan Cement eyes Europe, Africa ahead of 2027 CBAM rollout
Taiwan's space sector gains momentum with milestone missions
South Korea's tech leaks surge 50% as China deploys shell companies
Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026
AOT and Epileds bet on automotive LED growth in 2025
As South Korea pursues grid stability and decarbonization, hydrogen energy must prove its worth
Merck launches Kaohsiung semiconductor flagship campus to target AI and silicon photonics
Taiwan PCB makers ride LEO satellite boom
Gigabyte subsidiary partners with Syrma SGS to begin local server motherboard manufacturing in India
Singapore's SEA-LION AI model built on Alibaba Qwen signals shift from Meta
Taiwan's scooter sales decline in November as electric segment faces challenges
Taiwan sees new vehicle registrations rise amid market recovery efforts
Samsung Display maps out OLED expansion in Vietnam's Bac Ninh hub
Apple's potential Intel partnership hinges on 18A-P process maturity by 2027
India mandates non-removable state cybersecurity app on all smartphones, raising privacy alarms
Google CTO reveals strategy behind Gemini's comeback
Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push
MediaTek secures Google V7e chip order, eyes 2M units by 2027
Foxconn becomes critical supplier for both Nvidia GPU and Google TPU AI racks
CarUX completes Pioneer acquisition, Innolux eyes synergy across three key areas
A TSMC pioneer questions the judgment behind Wei-jen Lo’s move to Intel at 75
OpenAI–Thrive equity swap raises fresh circular-deal questions
Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges
AI drives Samsung's 2026 operating profit toward KRW100T
Copper shock, AI PCB demand recasts global CCL pricing
Samsung Taiwan president promoted amid strong sales
Trumpf opens new plasma power tech center in Taiwan amid close ties with ASML, TSMC
Google CEO maps out quantum future and space data center plan
New industry alliance aims to position Taiwan at the center of next-generation communications
Samsung restructures research and memory teams to reclaim HBM market share
Panasonic raises tantalum capacitor prices, following US competitor steps
TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks
Taiwan's Robotics Innovation Alliance targets six major industries
Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip
DEC
1
2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
PaleBlueDot AI seeks US$300m loan for Nvidia chips
Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
CXMT narrows DRAM gap; market impact may be smaller than expected?
Taiwan weighs long-term space strategy as scientists push for greater role
Taiwan sees highest weekly average of cyberattacks in Asia Pacific, says Fortinet executive
A decade-old cooling idea returns as AI servers overheat
Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026
India commits US$500 million to modernise SCL Mohali and boost domestic chip production
Taiwan’s AIDC turns to thermoplastic composites to meet aviation demand
Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand
China turns to Baidu's Kunlun as AI chip constraints intensify
Shinkong’s new growth story starts with GPU packaging and e-paper
Google’s TPU victory widens China’s path to a post-Nvidia future
A coming quantum shock? Pat Gelsinger says AI's GPU era is nearing its end
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies
PVD set to enter US military supply chain with tank night vision displays
Beijing’s new frontier for AI computing is 800 kilometers above Earth
December memory prices surge as the real crunch lies ahead
TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain
Samsung's HBM3E performance leap propels it to become primary supplier of Google's Ironwood TPU
Brightek's Jiangsu plant inaugurated to target smart sensing and AI robotics
TSMC reportedly set to take over base-die production in HBM4E generation
China's Xiangdi Xian unveils Fuxi A0, the first mass-produced IMG DXD GPU
Rapidtek's Black Kite-1 CubeSat joins Taiwan's FORMOSAT-8A in successful orbit launch
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Weekly news roundup: China phone makers pull back as Huawei advances chip tech, Nvidia strengthens Taiwan ties
Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes
Wingtech appeals to Dutch Supreme Court as Nexperia supply disruptions persist
Reliance JV to invest US$11 billion in AI data center in Andhra Pradesh
India's Adani to invest up to US$5 billion in Google's AI data center in Andhra Pradesh
Jensen Huang visits Taiwan and refutes ODM capacity concerns
Taiwan puts Formosat-8A in orbit, opening a new chapter in its space ambitions
Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase
Tesla leans on low running costs to woo Indian buyers as early sales stagnate
Research Insight: Gemini threatens OpenAI's AI crown: Ecosystem advantage signals strategic shift in tech landscape
India roundup: India launches US$820M scheme to secure local rare earth supply
Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap
Commentary: TSMC veteran's Intel defection exposes cracks in Taiwan's silicon shield
Export controls drive CSCC to advance domestic compound semiconductor materials
Riding the AI wave, Abico Asia pivots toward robotics and semiconductors
NOV
30
2025
Samsung reportedly nears December verdict on Nvidia HBM4 tests
Taiwan's vertical integration cluster advantage limits industry relocation risk
Loop Telecom eyes rebound as US infrastructure spending picks up
Solvit unveils tools to accelerate search-and-rescue in signal dead zones
NOV
29
2025
Tech giants lead energy self-sufficiency push
Taiwan eyes overseas tech parks to help Taiwan SMEs expand globally
CXMT's high-end DRAM push narrows China's gap with South Korea to one year
TaiDoc bets on smart rings and CGM as health monitoring demand surges
OT vulnerabilities push cybersecurity to core competency in manufacturing
TSMC enlists bees to monitor environmental health
Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs
Taiwan's TCC accelerates expansion abroad as the Chinese market stumbles
GPU and TPU dispute illustrates zero-sum fallacy
Taiwan left out of supercapacitors while AI server capacitor boom builds
Taiwan optics firms shift to AR glasses as China cuts costs
Taiwan seeks 48,000 military drones in US$1.5 billion procurement push
NOV
28
2025
Samsung races to seal HBM4 deal with Nvidia, targets early 2026 shipments
AI workload surge creates opening for alternative memory and chiplet technologies, expert says
Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up
Japan's BIH and Beijing Hoshikawa to mass-produce semi-solid batteries for BAIC hybrids in 2026
Baidu reportedly plans biggest layoffs since 2018 as ad revenue slump deepens
DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers
Envision Group evaluates building battery plant in India amid energy storage market optimism
Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost
Japan plans 600-kilometer quantum communication network by 2027
Google's TPU shakes up ASIC market, challenging Nvidia's lead
Liquid cooling opportunities bring optimism for Walrus Pump in 2026
Cheng Mei delivers first CoPoS equipment to ASE
Rapidus reportedly plans second Hokkaido fab for 1.4nm chips as funding gap widens, but company pushes back on timeline
Daikin targets AI cooling boom with plan to triple North America revenue
Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead
Samsung Display cautious on OLEDoS ramp as yields stay low
Gigastorage advances AI cooling, CGM medical devices, and green energy
Trump-Xi détente could unleash another wave of Taiwan AI chip boom
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Huawei's 'genius youth' takes over as Swancor chair
Topco Scientific eyes strong 2026 growth in photoresist and silicon wafers
Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
Teinco expands green energy trading, US operations, steady through Taiwan solar industry overhaul
Hotai Motor sticks to 2025 sales target as hybrid demand lifts market share
Nexperia turmoil upends global auto supply chain, but Taiwan's TSC stands to gain
Acer service arm HSN set to extend double-digit growth into 2026, eyeing presence in India or China
Kneron's ambitious chip roadmap expands into AI infrastructure
Commentary: Taiwan's IC design edge in ASIC development
Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028
Amazon rebrands Kuiper as 'Amazon Leo' and begins satellite network trials
Commentary: China's humanoid robot boom faces order uncertainty
MiTAC confident in 2026 growth despite macro environment challenges
Yesterday AOL, today OpenAI: Google's vertical integration threatens to repeat history
China's new TPU contender aims for Nvidia's AI chip dominance
India's solar boom meets overcapacity as exports weaken
TSMC exit fuels Taiwan-US rivalry in GaN market
Analysis: Auto suppliers push into robotics and servers as traditional markets cool
Taiwan Excellence Awards reshape 'Made in Taiwan' image with premium branding
Why Jensen Huang spent Thanksgiving weekend in Taiwan
Jufan rides the ‘clean-tech squeeze’ as hydraulics push into chips, clinics, and robots
Automakers under siege: cyberattacks threaten electric and digital transformation
China's fast-iterating humanoid robots challenge US leadership
US pushes 50-50 chip split, but Taiwan's 10x capacity lead says otherwise
Solomon chairman highlights two key bottlenecks in humanoid robot development
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Taiwan's green energy goes global as domestic regulations tighten
FitTech targets 2Q26 profits with goal to become Taiwan's largest foundry
Taiwan's Kinko Optical targets US LEO satellite supply chain as infrared business expands
Philippines' green energy push draws Taiwan solar, storage firms
Taiwan optical suppliers see surge in automotive lens demand as autonomous driving expands
Taiwan boosts funding for system-level IC designs, focuses on drone sensors and secure chips
AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling
NOV
27
2025
TSMC's 2nm secrets case erupts into raids on Intel hire Wei-Jen Lo
Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
Foxconn's CityGPT platform optimizes smart city security ecosystem
Teinco targets net zero through electromechanical expertise
Data Image enters drone market with new Taoyuan production line
Honda's reusable rocket test signals Japan's entry into the space race
Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales
China-EU urge an internal resolution of Nexperia dispute
Beijing reportedly bans ByteDance from using Nvidia GPUs in new data centers
Taiwan and US companies advance AI, rejecting bubble concerns
Jtron joins Advantest and TSMC's outsourced test service chain
Tongtai targets 20% revenue from electronics equipment by 2026
Contrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV
China's tech giants 'BAT' invest billions to debunk AI bubble claims
Google's Gemini 3 launch marks founder Brin's return to active AI strategy
Nan Ya Plastics raises CCL and PP prices by 8% amid raw material cost surge
Foxconn's AI infrastructure play: from chips to data centers
Acer Gadget defies sector downturn with 33 months of revenue growth amid AI push
Inventec gains from Google TPU drive as cloud firms seek Nvidia alternatives
China sets its strictest power-bank standard yet, triggering industry reset
US Fed sees low AI bubble risk, warns of economic shifts
FOCI advances 1.6T SiPh for AI servers, eyes mass production
India rewires its labour rules—can a friendlier factory floor lure more global manufacturing?
Sunic's deposition tools clear top rating, enabling BOE's 8.6-gen OLED expansion
US extends China product exclusions under Section 301 through November 2026
South Korea's late-night Nuri launch marks leap toward commercial space sector
TSMC's retired tools spark fierce demand in China, ASEAN
SK Hynix reportedly to debut industry's fastest 48Gbps GDDR7 memory at ISSCC 2026
Samsung poised for memory and foundry gains as Google TPU push accelerates
Commentary: How Huawei’s Kirin 9030 pushes into 7nm threshold
Intel backs Wei-Jen Lo—raising awkward questions for TSMC, Washington, and the chip world
Taiwan's FORMOSAT-8A satellite launch delayed again, rescheduled for November 29
Pentagon flags Alibaba, Baidu, and BYD as military-linked companies
Foxconn aims to double Vietnam revenue as AI server demand surges
Google pushes TPU-OCS architecture as Gemini 3 aims at ChatGPT
Chinese phone makers push 10,000 mAh battery limit as Apple, Samsung, Google stay cautious
Commentary: Luxgen sale to Foxconn gains momentum, reshaping Taiwan’s auto landscape
Apple challenges India's new antitrust penalty rules over threat of multibillion-dollar fines
India launches US$820 million plan to build local rare earth magnet industry
Taiwan advances in global quantum race with photon pair and entanglement chip breakthroughs
Samsung elevates younger tech execs in largest promotion wave since 2021
Qisda leads Taiwan ICT sector with extensive medical expansion
MediaTek research earns global recognition as CEO prepares plenary talk for ISSCC 2026
Taiwan launches drone diplomacy to strengthen global alliances
Boston Dynamics founder charts the future of humanoid robotics
Anpec experiences spillover effects from memory price increases
Apple's 2026 iPad mini to get OLED display, Samsung exclusive supplier
Rapidus denies 1.4nm fab timeline amid Japan's multi-trillion-yen chip push
Foxconn's Kathy Yang says AI will drive a supercycle over the next decade
Alibaba sees no AI bubble in 3 years, may boost capital spending
Taiwanese firms expand 5G glass fiber capacity to challenge Japan's dominance
NOV
26
2025
SK Hynix drives 65% of SK Group's exports as 2025 totals near record
Taiwan unveils US$40B defense boost to accelerate kill chain capabilities and secure key supply chains
TEL absent from TSMC annual awards following 2nm leak incident
Apple enables LLMs to recognize actions from sound, advancing health monitoring and smart fitness
HPE wins US$931M Pentagon cloud contract to modernize defense data centers
US pulling far ahead in advanced chips as Europe shifts to supply-chain defense, says McKinsey
Taiwan to launch first satellite in FORMOSAT-8 constellation aboard SpaceX Falcon 9
D-Link turns profitable with 9.3% revenue growth in 3Q25
PenPower expands US footprint as Asteroom 3D platform captures nearly 50% of new-appraisal market
Taiwan boosts 2026 budget for 5 trusted industries, semiconductors and AI in spotlight
Kumamoto pushes for third TSMC plant with packaging, R&D focus
DDR4 supply crunch pressures margins for industrial and consumer electronics
iPhone 17 sales surge lifts market outlook as Chinese flagships intensify pushback
Commentary: ASML hit by explosive spy allegations, testing limits of semiconductor neutrality
China submits 96 papers to top chip design conference, nearly double US and South Korea
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
0.18-micron tech makes a comeback in IC design research
Kneron unveils KL1140 chip with 3x efficiency and 10x lower costs
Samsung and India-based Reliance expand partnership with focus on AI, 6G and semiconductors
Samsung reverses five-year promotion decline to bolster AI and chip leadership
Mitac Computing signs distribution deal with Redington for India market
Nvidia sparks AI data center power architecture revolution; Taiwan's top wire bonding firms poised to benefit
Anthropic launches Claude Opus 4.5 with enhanced capabilities and reduced prices
OpenAI develops first AI device prototype targeting launch within two years
Vinfast's EV and scooter sales surge, but profitability deteriorates sharply
Rapidus plans to build second fab for 1.4nm chips in fiscal 2027
Micron to expand advanced DRAM development at Hiroshima site
Foxconn to expand Wisconsin operations with US$569 million investment and job creation plan
Dell lifts full-year outlook as record 3QFY26 results highlight surging demand for AI servers
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
Commentary: TSMC's lawsuit against ex-SVP walks US-Taiwan tightrope
EU approves EUR450 million Czech aid to support Onsemi's first-of-a-kind SiC plant
Huawei launches Mate 80 Lineup, Mate X7 Foldable to challenge iPhone 17 in China
Google steps up in ASIC war, but brings mixed implications for MediaTek and Broadcom
HP posts revenue growth in fiscal fourth quarter and launches major cost-cutting plan
InWin secures Nvidia certification for server assembly, plans production ramp-up amid strong AI demand
Samsung and LG shift TV strategies amid rising competition from Chinese manufacturers
Yongyu unveils paper-based tubes and EU-compliant laminates for 2026 rollout, eyes aggressive global expansion
Japan sets new strategic tech priorities, tightens cyber rules for chip plants
Microloops enters CSP supply chain, eyes strong 2026 growth
Daimler Trucks Asia Taiwan launches New Super Great flagship vehicle targeted at rapid commercial vehicle growth
Chunghwa Telecom subsidiary IISI makes stock market debut amid rising demand for digital services
India's record PC shipments signal broad demand recovery across consumer and commercial segments
Xiaomi unveils open-source AI model unifying robotics and autonomous driving
Taiwan's semiconductor prowess cements global tech hub status
NOV
25
2025
TSMC sues ex-SVP for allegedly taking secrets to Intel
Baidu stakes its future on AI-native China, says CEO Robin Li
LG courts China's robotics ecosystem for humanoid push
Japan's AIST opens shared GAA pilot line to support 2nm-class process development
Foxconn showcases full-stack tech ambitions at Hon Hai Tech Day
Investors pile into Moore Threads as China seeks its own Nvidia alternative
Identity security delivers double ROI, but 63% of firms still rely on manual processes, says cybersecurity provider
Samsung reportedly begins mass production of Exynos 2600
Jeilin's new image processing SoC platform set to boost revenue and profits in 2026
Meta reportedly eyes Google TPU adoption, intensifying pressure on Nvidia
US launches Genesis Mission to accelerate scientific breakthroughs
Ubtech estimates 20-30% annual reduction in humanoid robot manufacturing
Tesla to potentially manufacture AI5 chip at Samsung's Hwaseong foundry
Innodisk says flash price surge accelerates in 4Q25
CXMT's growth ceiling arrives early as US export restrictions tighten
Taiwan expands list of core national technologies to strengthen trade secret protection
Ta Ya Electric sees 3.4% revenue increase in first three quarters of 2025
Murata targets China's Maxscend with German patent suit
Samsung and LG cautiously observe TCL CSOT's inkjet printed OLED production
Commentary: When CXMT stops following and starts defining the PC-server memory race
Taiwan urged to tighten foreign investment reviews amid global tech scrutiny
MediaTek and Qualcomm face 2nm, memory cost pressures driving flagship SoC price hikes
Samsung vanishes from Baidu's AI chip roadmap amid rising geopolitical tensions
SpaceX Starship booster suffers structural failure during Texas ground test
ASE commits US$133 million to new Taiwan packaging plants to meet AI chip demand
Taiwan smartphone shipments hit 560,000 units in October, driven by iPhone 17
DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments
YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight
Apple confirms sales reorganization as leadership uncertainty intensifies
Amazon announces up to US$50 billion investment to expand AI and supercomputing for US government customers
OpenAI launches AI shopping tool in ChatGPT ahead of Thanksgiving
Commentary: SoftBank folds Ampere into its AI stack, turning up pressure on x86
Samsung Display vows unbeatable profits for 8.6G OLED production
OpenAI reportedly warns of challenging times ahead amid rising AI competition
Google's Nano Banana Pro boosts text-accurate AI imagery but still shows reasoning limits
Foxconn’s China-listed subsidiary rejects downgrade rumors as AI-server demand holds
China edges toward self-reliant robot compute with Black Sesame's SesameX
TP-Link's Vietnam build stirs Washington after Chinese military-linked contractor surfaces
Taiwanese MEMS probe card makers to double capacity in 2026
US to ease BVLOS drone regulations, fueling commercial drone growth
Zhong Yang's 2026 growth driven by automotive, drone, and AR
TCS, TPG partner on US$2 billion HyperVault expansion amid India AI data center boom
ShunSin builds full-stack optical transceiver modules and pilots CSP AI data centers
Nvidia casts doubts on OpenAI investment as big tech spreads risk
Analysis: Foxconn's compact EV squeezes into Asia's tight urban terrain
Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
Stratio eyes mobile 'fourth lens' with low-cost germanium SWIR sensor
OmniVision, Nio, and Axera form JV to build China's next-gen auto chips
Beyond LLMs: AI leaders pivot to world models
Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply
NOV
24
2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Samsung Technology Conference 2025 highlights four key domains for AI transformation
South Korea seeks joint strategy with Taiwan on US chip tariffs
DDR5 breakthrough: CXMT showcases 8000Mbps memory at IC China 2025
Acer subsidiary Altos Computing lists on Taiwan's Emerging Stock Board, sharpening its AI computing push
SailPoint report reveals polarized identity security landscape in APAC
China launches Burning Plasma international scientific program, aims for net energy gain
Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand
US to waive chip tariffs as Taiwan exports semiconductor park expertise
Taiwan emerges as key alternative for US automakers accelerating China exit
Nexperia dispute continues as Wingtech appeals to Dutch government
Taiwan AI Cloud to launch IPO amid overseas sovereign AI efforts
German automakers scramble to reduce China dependence after Nexperia crisis
Visco Vision monthly capacity to reach 52 million contact lenses in 3Q26
Nvidia's move into mobile memory sparks supply and price concerns
When EV know-how meets humanoid robots: Chinese automakers' pivot to 'physical AI'
Nvidia shifts to LPDDR for AI servers, Samsung poised to benefit most
Japan to become majority stakeholder in Rapidus with JPY100 billion investment
China's LFP price war curb meets industry skepticism
Foxtron's Bria vehicle model makes its debut
SK Hynix reportedly exploring Indian partner, but no official plans announced
Toshiba's China SiC turn triggers Japan's power-chip intervention
Kian Shen projects record 2026 electric bus frame orders, BMW battery box contracts to boost overseas business
India pushes to build local-language LLMs as community groups and researchers race to fill data gaps
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
Lightmatter's silicon photonics solution aims for commercial shipments in 2027
Memory shortage, US govt shutdown disrupts short-term military-grade notebook growth
Singapore explores nuclear power potential, collaborates with Europe and US on SMR research
NSK develops humanoid robot actuators, targets 2028 launch
Tesla accelerates AI chip roadmap: A15 nears tape out as A16 development begins
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Foxconn unveils bipedal robot with dexterous hand, targets 1Q26 factory deployment
Weekly News Roundup: US moves to ban Chinese chipmaking equipment; Tesla eyes in-house fab; Intel hires TSMC veteran
TSMC's C.C. Wei doubles down on US expansion as AI era enters 'early stage'
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Exclusive: Lenovo stays insulated from DRAM crunch with Samsung ties, China supply priority
Qualcomm Innovate in Taiwan Challenge supports local AI teams
SK On swaps shares with EVE Energy to restructure joint ventures in China
Intel's EMIB becomes potential alternative to TSMC's CoWoS
Behind Korea’s record chip exports, a race it may be losing
Nvidia’s AI lead looks secure for the next five years—bubble or not
Foxconn’s new “3+3+3” bet: can an AI makeover rewrite its future?
Microsoft taps cloud veteran to map the economics of its AI future
India races to join the chip elite—can it close the gap by 2032?
Display demand is rising—but OLED’s climb puts LCD makers on edge
NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports
CMC readies Taiwan launch of next-gen XForce SUV, ET35 double-cab commercial vehicle
Doosan poised to secure exclusive Nvidia Rubin CCL supply as EMC fails GB300 test
Handa Pharmaceuticals aims for annual new drug launches with dual growth engines
NOV
23
2025
Visionox plans 8.6-gen OLED capacity with South Korean equipment
Chunghwa Telecom and NTT showcase cross-border distributed AI data center in Tokyo
Nvidia pushes quantum computing toward 2027 breakthrough
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes
Taiwan launches homegrown satellite constellation to replace aging defense comms
J&V Energy's Japan expansion drives 108% revenue surge
NOV
22
2025
Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026
Taiwan fast-tracks Chiayi drone hub to attract global defense firms
Foxconn trains factory robots with AI and digital-twin simulations
Foxconn looks to California to anchor its next-gen AI datacenter blueprint
Allis Electric braces for critical growth phase amid Taiwan's power grid expansion
AI workloads propel revolution in photonic chips, as startups jostle for position and tech giants seek to integrate
Taiwan boosts drone industry with new chip subsidies and industrial park
ASML opens first US technical training center to support domestic chipmaking revival
South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance
NOV
21
2025
Foxconn showcases future factory vision, with Nvidia's product lead making a surprise showing
US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years
Nexperia shockwaves hit auto industry as Europe and Japan slash output
Foxconn unveils Model A EV platform tailored for Japan's mobility market
Taiwan foundry and tech manufacturing remains irreplaceable as exports surge
OpenAI turns to Foxconn to build next-gen AI hardware in the US
Hon Hai Tech Day focuses on AI and quantum collaborations with IBM
White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks
TSMC in sight: Samsung seen hitting 21,000 wafers by 2026
Foxtron rolls out new versions of a trio of EV models in push for global clients
SoftBank sets up US$3bn Ohio plant for OpenAI's modular AI infrastructure
Mitsubishi Fuso charts new course with safety and zero-emission buses
Intel dismisses trade-secret claims involving former TSMC executive as Taiwan probe continues
Uber, Nvidia, and Foxconn join forces to accelerate autonomous driving
Foxconn moves past the 'assembler' label with a deep dive into its integrated manufacturing stack
Audix expands AI testing capacity as rare earth controls hit VCM shipments
GMI Cloud plans AI factory in northern Taiwan amid grid challenges
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Yulon Motor addresses Luxgen sale rumors and signals cautious outlook for Taiwan's auto market
Marvell plans to expand India workforce amid AI-driven growth
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
E Ink positions for sustained highs as expanded e-paper lines ramp
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
Microsoft, AWS, and Alphabet ramp up AI spending, altering financial structures and market valuations
Sumitomo Chemical to acquire Taiwanese semiconductor cleaning agent maker
China's IC design surge heads for US$100bn milestone in 2025
Simplo Technology expands into drone battery modules with shipments starting late 2025
European Commission proposes Digital Omnibus package to overhaul EU digital regulations
Nvidia's strong quarter lifts markets, but the AI bubble question still lingers
Amazon to invest US$3B in new Mississippi data center campus
Foxconn-Nvidia to build local AI compute center for SMEs
Lite-On ramps up power supply capacity to meet rising demand from AI data centers
AMPACS expects 2025 revenue decline amid weak markets but projects improved margins
Samsung Electronics maintains dual-CEO structure in 2026 executive reshuffle
WinWay to build IC test factory in Arizona by 2026
Google opens largest AI infrastructure hardware R&D center outside US in Taipei
Foxconn to unveil new tech and products at sixth annual Hon Hai Tech Day
ASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacity
Foxconn highlights tech transformation Tech Day as Terry Gou swings by
Grandsys targets AI expansion in 2026, eyes financial cloud customer surge in 2027
Getac views global memory shortage as chance to grow despite industry-wide challenges
Taiwan sets first drone chip rules to curb reliance on foreign suppliers
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Taiwan seeks to build its southern 'Silicon Valley' for AI boom
Pegatron secures new AI orders amid intensifying competition for server capacity
Eternal reportedly eyes 2026 growth with TSMC supply chain entry
Huawei lifts Shenzhen to China's No. 2 chip design hub
Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response
What does former TSMC SVP want to achieve in his return to Intel?
Foxconn and Intrinsic form joint venture to advance AI-driven intelligent factories
Foxconn outlines battery strategy as part of long-term industrial expansion
OpenAI and Foxconn partner to boost US manufacturing of next-generation AI infrastructure hardware
eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
South Korean tech giants rush into glass substrates despite mounting fears of overinvestment
Toyota and Volkswagen quietly wage an invisible robot war
'Qianwen': Alibaba's answer to ChatGPT
Samsung primes the ground for a major executive overhaul
Alibaba rebrands AI app as Qwen to challenge ChatGPT
Weblink International eyes growth from surging memory prices
Debate over AI GPU lifespan intensifies amid bubble concerns
Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
Indian consumer electronics company Wobble launches first smartphone
Yann LeCun leaves Meta and launches new AI startup
Taiwan's US$1.4B ambition to build a global drone hub takes flight
From cars to robots: How automakers are using industrial scale to dominate humanoid AI
Humanoid robots enter carmakers' factories, but key barriers slow wider adoption
Fujifilm to build semiconductor materials factory in India, targeting regional exports
NOV
20
2025
Trump reportedly prepares 'Genesis Mission' as White House drafts order to curb State AI laws
Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions
China's top passive-component maker ignites 30% price surge
Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026
Research insight: Horizon Robotics leads China's push for autonomous driving independence
Ligitek Electronics to invest in silicon photonics in cleanroom facilities with government support
Yulon addresses Luxgen sale rumors, confirms N5 launch will follow customer schedule
TSMC leak highlights risks of losing teams, says Pegatron chair
Changs Ascending Enterprise expects growth in semiconductor and AI markets, with diversification in 2026
GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub
Samsung regains DRAM leadership from DDR5 surge
ASML expands into advanced CoWoS packaging with new I-line system
Pegatron's T.H. Tung says memory price surge will not directly impact downstream foundries
Foxtron’s expected Luxgen acquisition looms over investor briefings
US approves advanced chips for Saudi Arabia to foster global AI hub
South Korea joins 'Stargate UAE' project to build major data center hub
Taiwan vows to protect TSMC 2nm technology from possible leak
Arm China resets its AI push with the Zhouyi X3 NPU
Wistron, Pegatron back Health2Sync as it lists on Taiwan's Emerging Stock Board
Taiwan solar stalls amid regulatory blockade as Germany advances V2G grid resilience
Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production
Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings
Alltop forecasts strong 2026 for AI server and NEV demand surge
Lite-On advances 800V HVDC architecture as AI factories enter the MW power era
Nvidia partners with Amkor, SPIL, and Menlo Micro to boost US IC backend capacity
Amkor invests US$177M to expand AI chip packaging in South Korea
AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia
Yulon Nissan posts 3Q25 profit turnaround as Nissan N7 sales surge
Arm face investigation in South Korea amid global antitrust scrutiny
IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts
Malaysia emphasizes regional trade, AI and strong international ties to boost semiconductor and E&E industries
Europe's retailers hedge their bets as Chinese carmakers surge
A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound
Intel details early development lead of 14A process and Nvidia collaboration at TIMT Conference
Rising memory prices put consumer electronics on edge
xAI and HUMAIN to deploy 500MW Grok data center in Saudi Arabia
BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in
Jensen Huang explains why Nvidia is building an AI empire, not just faster chips
Netherlands pauses Nexperia order after China talks, easing auto-chip strain—but not the hard questions
Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter
Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
LG Display expects profit surge as panel prices rise and new automotive orders arrive
Taiwan's precision components drive humanoid robot development
Sakana AI tops Japan startup valuations with funding led by Mitsubishi UFJ and CIA-linked VC
Pegatron secures new AI server business to deploy GB300 and B200 racks in US data centers
Memory inflation hits IT market
Samsung's leadership shift sparks fresh scrutiny of its finance-first management model
Edom says memory price hikes impact demand, but high-value-added products are less affected
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth
Huawei is stitching together a new Chinese chip order—one factory, fund, and startup at a time
Volkswagen caught in perfect storm of tariffs, China woes, and EV slowdown
BIZ FOCUS
Nov 26, 08:00
Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
Wednesday 26 November 2025
GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
Wednesday 26 November 2025
Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
Tuesday 25 November 2025
ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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TSMC accelerates CoPoS mass production to 2029, Taiwan suppliers win first orders
Elon Musk's secret fab plan: new US chip plant targets 2026 ramp
Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge
The Intel-TSMC talent tug-of-war just escalated, now with a familiar name
HDD delivery delays extend to 2 years as QLC NAND capacity sells out early
Huawei Cloud reinforces ICT backbone to navigate the next AI cycle
Intel taps Amkor in Korea for advanced chip packaging
China's AI glasses market splits in two as ultra-low-cost models flood in
Tokyo Electron pulled into TSMC leak saga as prosecutors seek major fine
AI companion toys break out in China after Huawei's sell-out launch
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