Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News...
Intel is planning to relocate part of its assembly, packaging, and testing capacity to Vietnam as part of a global strategic adjustment aimed at optimizing its manufacturing layout...
Powertech Technology Inc. (PTI), a leading memory packaging and testing provider, is fast-tracking its move into fan-out panel-level packaging (FOPLP). Chairman DK Tsai said the company's...
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...
Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers...
In the first half of 2025, China tightened rare earth export rules, affecting semiconductors and AI, straining global supply chains, and pushing Taiwan to diversify sourcing.
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing...
High-frequency communication component manufacturer Universal Microwave Technology (UMT) has announced its operating results for the third quarter of 2025. The company reported NT$484...
Applied Digital, a firm specializing in data center design, development, and operations, has signed a US$15 billion infrastructure lease agreement spanning 15 years with an unnamed...
Taiwan-based memory manufacturer Winbond Electronics Corp. has approved a capex budget of NT$35.509 billion (US$1.16 billion) to restructure its memory production capacity in response...
As demand for memory surges alongside the build-out of AI infrastructure and soaring data volumes from AI agents developed by OpenAI, Google, and others, consumption has spiked not...
Intel's CFO Dave Zinsner revealed at the third quarter 2025 earnings call that strong chip demand has led to supply constraints, driven by data center operators urgently upgrading...
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
The global AI wave is driving a "golden decade" for the printed circuit board (PCB) industry, sparking revolutionary innovations in design, manufacturing, and materials that accelerate...
Intel Corporation's leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies...
