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Monday 25 August 2025
SK Hynix begins 321-layer 2TB QLC NAND mass production, targets AI data center market
SK Hynix announced on August 25 that it has completed development of its 321-layer 2TB QLC NAND flash and has begun mass production, with global customer certification finalized and...
Monday 25 August 2025
Research Insight: AI data centers turn to decentralized clean energy to meet Gigawatt demands
As Meta Platforms Inc. and OpenAI prepare to launch gigawatt-scale AI data centers by 2026, the surging electricity demand raises concerns over existing energy infrastructure capacity...
Sunday 24 August 2025
China's data center power supply outpaces US amid growing AI demand
As artificial intelligence infrastructure expands worldwide, China has effectively addressed power supply challenges for its data centers, while the US continues to face grid limitations,...
Friday 22 August 2025
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments...
Friday 22 August 2025
SK On and Ford's EV battery joint venture officially begins production in Kentucky
BlueOval SK, an electric vehicle (EV) battery joint venture between SK On and Ford Motor, has announced the commencement of commercial production at its Kentucky 1 facility, according...
Friday 22 August 2025
Jochu to ramp up server cabinet production in 2026, reduce losses at Vietnam plant by 1Q26
Jochu Technology, a metal processing and integrated solution provider, has seen lower-than-expected performance in the first half of 2025, due to increased expenses and depreciation...
Friday 22 August 2025
Google's AI glasses rumored to be made in Taiwan; HTC emerges as potential manufacturer
HTC has reignited interest in AI eyewear with the recent launch of the Vive Eagle, the company's first AI glasses. Google is also rumored to have completed development of its own...
Friday 22 August 2025
Research Insight: Chiplets gain ground in auto industry as carmakers forge global partnerships
Chiplet architecture, already entrenched in high-performance AI data centers, is beginning to penetrate the automotive sector. With its modular design and capacity for heterogeneous...
Thursday 21 August 2025
High-end PCB materials shortage looms as AI demand outpaces capacity
The artificial intelligence boom is driving sharp demand growth across the printed circuit board (PCB) materials chain, pushing both prices and volumes higher. Supply pressure is...
Thursday 21 August 2025
Taiwan's MPI grabs first-mover advantage in MEMS probe cards for AI chips

Taiwan's MPI Corporation is set to benefit from a major shift in semiconductor testing, as global cloud providers ramp up custom AI chip...

Thursday 21 August 2025
SJ Semiconductor advances 3D packaging as key Huawei partner, climbs global OSAT rankings
China's semiconductor packaging and testing firm SJ Semiconductor (SJ Semi) has made significant headway with the completion of its third production facility, J2C, in Jiangyin's high-tech...
Thursday 21 August 2025
OpenAI weighs infrastructure services as part of evolving business model
OpenAI is weighing a future move to monetize its AI infrastructure by renting out data center capacity to other companies, with CFO framing the idea as a potential revenue stream...
Thursday 21 August 2025
IC substrate market split: Kinsus sees adequate supply, high-end ABF tight by 2026
Kinsus Interconnect Technology, a unit of Pegatron, challenged market fears of a looming IC substrate shortage, arguing supply of both ABF and BT substrates still exceeds demand....
Thursday 21 August 2025
Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook
Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations,...
Wednesday 20 August 2025
PCB giant Zhen Ding plans US$1.1 billion expansion to support AI supply chain
Zhen Ding Technology, the world's largest printed circuit board (PCB) manufacturer, announced that its Chinese subsidiary, Avary Holding, has approved a major investment plan for...