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Tuesday 4 November 2025
Samsung and SK Hynix face capacity dilemma amid rising HBM profits and DDR5 demand
Driven by the corporate AI boom, demand for high-bandwidth memory (HBM) is expanding beyond its traditional niche into general-purpose memory. Prices for mainstream DRAM products...
Tuesday 4 November 2025
IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery
As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...
Tuesday 4 November 2025
India launches end-to-end silicon carbide semiconductor plant in Odisha
Odisha marked a significant milestone in its electronics manufacturing journey as Chief Minister Mohan Charan Majhi performed the groundbreaking ceremony for SiCSem's silicon carbide...
Tuesday 4 November 2025
Intel veteran takes helm at Hua Hong to drive 'China for China' strategy
Amid intensifying competition in China's foundry sector, Hua Hong Semiconductor announced a leadership overhaul on October 31, 2025, naming 62-year-old Dr. Peng Bai as chairman and...
Tuesday 4 November 2025
OpenAI partners with Amazon Web Services in US$38 billion deal to scale AI workloads
Amazon Web Services (AWS) and OpenAI have announced a US$38 billion, multi-year strategic partnership that will see OpenAI use AWS infrastructure to run and scale its artificial intelligence...
Tuesday 4 November 2025
IREN signs US$9.7 billion GPU cloud deal with Microsoft to expand AI infrastructure
On November 3, IREN announced a multi-year contract with Microsoft to provide GPU cloud services, marking a significant milestone for the AI infrastructure provider. Under the five-year...
Monday 3 November 2025
Panic-fueled shortage in memory chips worsens as AI demand overwhelms supply
Silicon Motion Technology's president and CEO, Wallace Kou, has highlighted a severe and ongoing memory shortage, driven by structural changes in the memory industry caused by artificial...
Monday 3 November 2025
India's solar industry reconfigures amid steep US tariffs on imported modules
Indian solar manufacturers are scrambling to protect their US business after Washington imposed a 50% tariff on solar modules and cells imported from India, a move that has sharply...
Monday 3 November 2025
TSMC unveils four-year price hike for advanced chips starting 2026
Industry sources revealed TSMC had introduced a rare multi-year price increase strategy for its advanced semiconductor processes, effective starting in 2026. The company will implement...
Monday 3 November 2025
Yageo reports AI-driven revenue growth and steady outlook for 4Q25
Taiwan-based passive components manufacturer Yageo Group announced that its third-quarter 2025 operations were primarily driven by strong demand in artificial intelligence (AI) and...
Monday 3 November 2025
AI chip packaging complexity drives surge in equipment orders
TSMC is accelerating development beyond the 2nm process node while expanding mass production of CoWoS-L, SoIC, and next-gen WMCM and CoPoS technologies. The semiconductor industry...
Sunday 2 November 2025
OpenAI and Oracle partner to build 1GW data center campus in Michigan
OpenAI and Oracle have announced plans to construct a 1GW data center campus in Saline Township, Michigan, with construction scheduled to begin in early 2026. The site, part of the...
Saturday 1 November 2025
AUO pushes integrated solar-storage solutions amid surging post-grid demand
Au Optronics (AUO) is accelerating its expansion in the smart energy sector, unveiling integrated "storage-first" and "solar-plus-storage" solutions at Energy Taiwan 2025. Partnering...
Saturday 1 November 2025
LandMark eyes strong SiPh growth with rising long-term orders
LandMark expects its silicon photonics (SiPh) product shipments to continue increasing over the next few quarters, with fourth quarter 2025 revenue projected to match or slightly...
Friday 31 October 2025
AMD ties pay off: Tongfu Microelectronics reaps AI-driven profit surge
Tongfu Microelectronics, a leading Chinese semiconductor packaging and testing firm, posted record revenue and profit in the third quarter of 2025. Revenue for the first three quarters...