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AI chip demand drives pc memory shortage, prices to rise by 20% in 2026

Tomorrow's Headlines

Chinese tablet brands dominate with nearly 80% market share as Apple faces sharp decline in China

Tomorrow's Headlines

Commentary: InnoScience emerges as key local player in GaN market through partnership with Onsemi

Tomorrow's Headlines

Lenovo's ISG group major layoffs in Shanghai sparks controversy

Tomorrow's Headlines

Nvidia's strategic US$2 billion investment in Synopsys advances AI-driven chip design

Tomorrow's Headlines

Samsung and SK Hynix align DRAM production strategies for 2026

Tomorrow's Headlines

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