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NEWS TAGGED 2025
Thursday 18 December 2025
China's polarizer consolidation cools capacity growth, easing price pressure in 2026
China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed...
Thursday 18 December 2025
Niching targets multi-year vapor chamber upswing, insulates margins against metal costs
Niching Industrial Corp., a supplier of semiconductor packaging and testing materials, said revenue in 2025 is likely to hit a record high, driven by rising cooling demand from AI...
Thursday 18 December 2025
SYNergy ScienTech targets drone battery market after BBU expansion
Lithium battery maker SYNergy ScienTech is eyeing the growing demand for batteries in drones and unmanned vehicles by investing in related product development in 2025. With R&D...
Thursday 18 December 2025
Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026
In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
Thursday 18 December 2025
SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM

Seoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...

Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverage
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
Thursday 18 December 2025
Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026
After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...
Thursday 18 December 2025
Taiwan targets four research priorities to maintain semiconductor leadership
Taiwan has long dominated advanced semiconductor manufacturing, with TSMC's global R&D headquarters in Hsinchu alone employing over 10,000 researchers. The government continues...
Thursday 18 December 2025
Beyond human hackers: 2026 marks the era of autonomous AI warfare
As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet,...
Thursday 18 December 2025
Leatec faces resistor substrate price war, pivots to automotive and semiconductor applications

Leatec Fine Ceramics, an upstream supplier of ceramic materials for passive components, held an in-person investor conference on December...

Thursday 18 December 2025
MilDef Crete to double rugged PC output amid defense order surge
MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning...
Wednesday 17 December 2025
UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

Wednesday 17 December 2025
Rapidus unveils glass interposer to challenge TSMC
Rapidus, Japan's state-backed chipmaker, has developed a prototype glass interposer for artificial intelligence chips. The company says the technology could lower production costs...
Wednesday 17 December 2025
Taiwan IPC industry and player status, 2025

Introduction

Wednesday 17 December 2025
Polytronics bets on 2026 turnaround as US defense orders rebound

Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next...