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Friday 25 July 2025
China targets 22/28nm as wafer sourcing landscape shifts
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
Thursday 24 July 2025
Ablecom accelerates global expansion with Netherlands factory, Malaysia boost
Ablecom Technology, a supplier of high-end server chassis and thermal solutions, has announced plans to build a factory in the Netherlands while simultaneously launching phases two...
Thursday 24 July 2025
BYD delays Hungary plant, pivots to Turkey in Europe strategy shift
Chinese electric-vehicle maker BYD is reshaping its European manufacturing plans, pushing back mass production at its Hungary facility while fast-tracking a Turkey plant as it grapples...
Thursday 24 July 2025
TSMC sees 2nm orders surge; related capacity to reach 200,000 units by 2028
TSMC has continued to accelerate its development of sub-2nm processes despite market expectations that clients would turn cautious with their 2nm orders, given the quote for the process...
Thursday 24 July 2025
OpenAI, Oracle salvage US$500 billion Stargate AI project after SoftBank exit
The US$500 billion Stargate artificial intelligence infrastructure project is moving forward despite internal disputes and SoftBank's withdrawal, with OpenAI and Oracle signing agreements...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Wednesday 23 July 2025
Ørsted powers up Taiwan's first TSMC-exclusive wind farm
Ørsted announced that the first turbine of the Greater Changhua 2b and 4 offshore wind farms has successfully connected to Taipower's grid and begun generating electricity...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Oracle to supply OpenAI with 2 million AI chips for data centers
OpenAI and Oracle Corp. announced they will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership, furthering a massive plan to power artificial intelligence...
Wednesday 23 July 2025
Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components
Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026,...
Wednesday 23 July 2025
Dixon crowned India's mobile phone manufacturing leader
Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With...
Tuesday 22 July 2025
Beijing's law of evolution: China moves to crash EV price war amid mounting cash crunch
China has revived price controls and capacity discipline mechanisms across its clean energy sectors, triggering a solar industry price recovery. The government now extends similar...
Tuesday 22 July 2025
The battery split: Tesla distances from China, one cell at a time
In a significant shift within Tesla's supply chain, the electric vehicle maker is expected to adopt high-energy nickel-cobalt-manganese (NCM) batteries from South Korea's LG Energy...
Monday 21 July 2025
Teco secures data center project in Malaysia amid AI-driven demand surge
Teco Electric & Machinery has won new data center construction contracts in Malaysia after acquiring NCL Energy Mechanical and Electrical Engineering. The projects in Selangor...
Monday 21 July 2025
Exclusive: YMTC to pilot fully China-made NAND line in 2025, eyes 15% global share by 2026
Yangtze Memory Technologies Co. (YMTC), China's top NAND flash maker, is advancing its push for equipment self-sufficiency. Supply chain sources say the company's first NAND production...