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REALTIME NEWS

Is the AI boom really a bubble? Jensen Huang isn’t convinced

Tomorrow's Headlines

Taiwan's foundry industry remains irreplaceable with strong export growth in October 2025

Tomorrow's Headlines

Huawei drives Shenzhen to become China's second largest IC design hub in 2025

Tomorrow's Headlines

What does Wei-ren Luo wants to achieve in his return to Intel?

Tomorrow's Headlines

Apple increased A19 chip orders by 5 million units, prompting TSMC to adjust capacity

Tomorrow's Headlines

Supply chain disruption from Nexperia issue boosts chip orders for Taiwanese suppliers

Tomorrow's Headlines

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

NOV

19

2025

GlobalFoundries sharpens silicon-photonics play with AMF in the bag

US non-tariff measures drive Taiwanese firms to accelerate investment pivot

Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion

SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices

Samsung ramps up 1c DRAM output in bid to regain edge in memory market

Iron Force Industrial reports slight revenue decline amid tariff challenges and strategic shifts

Meta Platforms accelerates robotics efforts with leadership changes and expanded hiring

Shipping firms hesitate to return to Suez Canal despite Red Sea crisis easing

TWBM to ship rare stroke catheter guidewire in 1Q26, eyeing 50% revenue growth

India's Ziroh Labs pitches CPU-first AI compute as power-hungry GPUs face scrutiny

China's chip play: A threat more dangerous than rare earths, says Chris Miller

Oppo focuses on software to boost smartphone competitiveness

ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices

When a chip guru switches sides: Taiwan investigates alleged sub-2nm leak to Intel

Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion

Samsung unveils first 2nm results, stepping up challenge to TSMC

HPI Corp sees 3Q25 growth amid enterprise IT upgrade wave, plans overseas expansion

Jeff Bezos returns to frontline leadership with AI startup Project Prometheus

AI and chip demand drives Taiwan air freight rates higher

Samsung Display and BOE reportedly end OLED patent dispute with licensing agreement

RISC-V reaches data-center tier in China with StarFive's 'Lion Rock' breakthrough

Power chip startups drive vertical power delivery trend

Taiwan's AI and semiconductor sectors face resilience test amid extreme climate risks

Nan Pao Resins bets on semiconductor adhesives as next major growth engine

Nexperia chip disruptions continue to weigh on global automakers

As protectionism rises, Toyota deepens its US ties with symbolic and strategic moves

DFI bets big on edge AI, predicts drone demand surge in 2026

AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth

Taiwan suppliers will determine silicon photonics breakout

Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Microsoft and Nvidia form multi-billion partnership with Anthropic

Pat Gelsinger showcases semiconductor innovations for Taiwan visit; discusses AI and post-Intel adjustments

Acer CEO flags China's role in prolonging global memory shortage

Pat Gelsinger strengthens ties with Taiwan's semiconductor sector after Intel tenure

SMIC resurges in memory and controller orders amid deepening AI-era crunch

Vivo sub-brand iQOO to enter Taiwan smartphone market with launch scheduled for November 28

AUO Mobility Solutions to debut smart cockpit solutions at CES 2026

Santa Clara data centers remain idle due to local power shortages despite completion

Foxconn's tech day puts AI at the core of its manufacturing ambitions

Xiaomi warns of deeper margin pressure from rising memory costs as EV business posts record deliveries

AMD targets 50% of server CPU market, extending its comeback against Intel

Xiaomi posts first EV profit in Q3, setting records as China’s price war nears

Huawei weighs domestic memory for Mate 80 as global chip prices jump

Iron Force expands into AI cooling systems with new factory

Silergy targets 40-50% growth in automotive revenue by 2026

Taiwan IC designers: Edge AI boom hinges on shipment volume

Taiwan’s green-power reset: new laws deepen RE100 risks for chipmakers

Taiwan makes TOP500 global supercomputer list

South Korea risks losing edge to China in all key exports by 2030, survey shows

Chinese government-backed hackers use AI tool Claude for cyberattacks, but experts question impact

NOV

18

2025

Lagis opens second plant with triple capacity, targets own-brand and OEM growth

GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore

South Korea solar growth lags government target; agrivoltaics seen as key solution

3D DRAM steps into AI inference: d-Matrix links with Alchip, Andes for Raptor build-out

Panjit acquires Torex Vietnam to boost global packaging and testing capacity

Pat Gelsinger leads Silicon Valley startups to Taiwan

Why China's AI boom now favors power systems over silicon

Panjit's MOSFET becomes top 3Q25 revenue contributor

Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles

Samsung creates first standalone M&A team, signals incoming major deals

Taiwan connector maker Simula forecasts strong 2026 on cloud, drone, robotics, and EV demand surge

Vingroup founder sets sights on the skies with aerospace startup VinSpace

Samsung, SK Hynix inventory drop signals AI memory supercycle

Taiwan's new laws cripple solar industry, with impacts rippling across supply chains

WT Microelectronics breaks record in overseas fundraising to seize US and Europe opportunities

Huawei pitches a new vision for AI compute: one cluster, one software brain

Taiwan applies chip-making prowess to satellite manufacturing, eyes global space supply chain

GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs

Carbon-Based Technology wins Albatross II drone mass production contract

Samsung reportedly achieves 60% yield rate for Exynos 2600 chip, plans competitive pricing

Electric cars meet solar power: Mercedes' Vision Iconic shows the future of EV energy

South Korean President and SoftBank's Son to discuss AI investment and Stargate

Ennoconn eyes stronger growth in 2026 with global service and brand integration

Etron benefits from booming edge AI market, shortages extend through 2026

Tesla unveils three-phase blueprint to scale Optimus robot

Samsung revives P5 fab construction for memory supercycle

Samsung's glass substrate samples fall short of requirements

The Intel-TSMC talent tug-of-war just escalated, now with a familiar name

South Korean AI-powered memorial videos go global

India approves 17 ECMS projects worth US$810 million to boost component manufacturing

PDG announces US$700 million data-center investment in South Korea

Samsung's customer list reshuffles as Alphabet returns and Tesla's $16.5bn chip deal goes on the books

Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped

China-US trade tensions highlight Taiwan's push to secure rare earth and neon supplies

Tesla AI VP Ashok Elluswamy emerges as key figure in firm's ambitious robotics and FSD plans

Dynamic Holding plans major expansion to tap AI demand in networking and server markets

Eric Schmidt warns global rise of Chinese AI models poses geopolitical risks

Taiwanese suppliers target lightweight components as humanoid robots prioritize endurance

OSE plans price hikes and capacity expansion as memory market tightens

Microsoft benefits from OpenAI tech sharing for ASIC development

Taiwan advances quantum computing race with dual platforms, 10-qubit chip by 1H26

AUO's Hsinchu exit comes ahead of a major OLED supply shift in 2026

South Korea's OLED giants forecast a strong 2025 on rising TV and monitor demand

China's legacy chip dominance poses 'severe' threat, warns author of 'Chip War'

Why TSMC's procurement star took a downscaled role at Nvidia

NOV

17

2025

Ceva's chief strategy officer says edge AI trend is set; physical AI to reshape chip industry

Samsung reportedly secures 2nm chip orders from crypto miners MicroBT and Canaan

Taiwan labels DeepSeek, four Chinese AI models security threats

Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge

Reducer demand rises as humanoid robot competition intensifies across Taiwan and China

From oil to chip: China's Heshun Petro makes an unexpected US$220M leap into semiconductor IP

Korean startup Stratio tackles recycling crisis with new infrared sensor

AUO unveils 1Hz LTPS panel, expands into Micro LED and silicon photonics

Taiwan's humanoid robot race heats up beyond Foxconn

South Korea's solar exports collapse as China deepens global supply chain control

Taiwan's Xing Mobility and Germany's IDEENION team up to bring immersion-cooled CTP batteries to European EVs

Oppo boosts smartphone lifecycle and user experience with Apex Guard

Shuang Bang expects demand recovery in 2026, maintains cautious outlook on performance

Kinsus Interconnect races to expand AI server capacity amid surge in orders

Microsoft launches AI superfactory to mitigate grid load

Hiwin Mikrosystem secures strong semiconductor advanced packaging orders

Auras Technology reports record highs amid strong liquid cooling demand

Korean startup launches AI recruitment platform for global talent

AUO and Darwin Partner with Tungs' Hospital to launch AI-driven rehab system

Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins

Tata Electronics partners with NIELIT Kohima to develop semiconductor skilling programs in Northeast India

TSMC accelerates CoPoS mass production to 2029, Taiwan suppliers win first orders

South Korea's Big Four launch KRW800T investment drive after US tariff deal

Alibaba denies US national security claims; China embassy calls allegations baseless

Oppo opens CNY10 billion headquarters campus in Binhaiwan Bay, Dongguan

Global quantum leaders convene in Taiwan to tackle scalability

Silver spike triggers second wave of price hikes across Taiwan's passive-component supply chain

South Korean firms sound alarm over Vietnam's tech incentive reforms

Apple reportedly plans CEO succession as Tim Cook's tenure may end by early 2026

Weekly news roundup: Musk advances US chip-fab plans; SpaceX shifts industry economics; memory shortages continue into 2026

Tesla and European automakers reportedly accelerate shift away from China-made components amid geopolitical strain

Samsung commits US$31 billion to AI and semiconductor production in South Korea over five years

China’s low-altitude leap: Xpeng’s flying cars land their first big Middle East order

Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027

Apple's 15% truce with Tencent: A small cut, a big shift

Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks

Research insight: NTN emerges as a disruptive force in the 6G era

Research insight: SpaceX rivals differentiate through cloud integration and direct-to-device services in LEO satellite market

Taiwan's solar industry warns stricter environmental rules could derail energy transition

India roundup: India's Kaynes Semicon outlines OSAT roadmap from power to advanced packaging

Qisda deepens AI push

ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026

Tainan to host AI factory focused on drones, medical devices, and manufacturing

Hanwha Aerospace to lead South Korea's 4th Nuri rocket launch

Research Insight: Tesla and BYD compete beyond batteries, betting on AI and smart driving

NOV

16

2025

Samsung reportedly targets 10% sales growth for next-gen foldables as Apple eyes 2026 debut

Salesforce brings AI Agents to Taiwan, aims to accelerate enterprise transformation

Commentary: Taiwanese automaker Luxgen at a crossroads in the age of EVs

Semco eyes big tech deals in the glass substrate boom

Research Insight: What's next for the hydrogen energy industry?

Xiaomi strengthens AI capabilities with former DeepSeek researcher joining MiMo team

Taiwan's AutoSys expands beyond cars, targeting drones and robotics

Samsung and LG discuss future mobility with Mercedes-Benz

Ability Enterprise eyes new SoC development integrating neural network engine

China's economy faces multiple pressures as investment uncertainty rises

Taiwan supply chain chases AI growth after missing initial wave

NOV

15

2025

Memory panic buying grips tech industry as shortage extends to 2027

Fei-Fei Li says spatial intelligence is the next frontier in GenAI

Wieson sees strong growth as AI and HPC markets boost demand for connectors

China fine-tunes its Thousand Talents campaign to lure South Korean scientists

Commentary: The AI bubble question resurfaces, yet China's cycle logic diverges sharply

Yageo secures two deals to boost power component portfolio

Taiwan's AutoSys turns self-driving Algorithms into next-gen AI exports

Research insight: SpaceX strengthens lead in LEO satellites with reusable rockets, standardized bus, and cost-efficient components