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    Applied Materials advances AI chip performance with hybrid bonding and e-beam metrology
    1min ago
    TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
    16min ago
    US expands export controls, citing Chinese firms' support for Hamas and Houthis
    20min ago
    NEWS TAGGED CAPACITY
    Wednesday 24 September 2025
    Nvidia's US$10B OpenAI bet underscores infrastructure's critical role in AI race, says Microsoft Taiwan
    Nvidia's US$10 billion investment in OpenAI is sparking discussions about its impact on the AI industry. In response, Microsoft Taiwan general manager Sean Pien expressed a positive...
    Wednesday 24 September 2025
    Stargate unveils five new US AI data center sites: OpenAI, Oracle, SoftBank push US$400 billion expansion
    OpenAI, Oracle, and SoftBank announced five new US AI data center sites under the Stargate platform, expanding the companies' AI infrastructure capacity and advancing ongoing investments...
    Wednesday 24 September 2025
    Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans
    Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...
    Tuesday 23 September 2025
    Taiwanese aerospace component makers face soaring demand and capacity constraints amid industry recovery
    The global aerospace sector's rebound from the pandemic has fueled strong demand for aircraft and related components, leading Taiwanese suppliers to report order volumes far exceeding...
    Tuesday 23 September 2025
    OpenAI and Nvidia sign strategic partnership to deploy large-scale AI infrastructure by 2026
    On September 22, OpenAI and Nvidia announced that they have signed a letter of intent for a strategic partnership centered on large-scale AI infrastructure deployment. The plan calls...
    Monday 22 September 2025
    Samsung to hike DRAM prices up to 30% in 4Q25 as shortage bites

    Samsung Electronics will raise contract prices for DRAM and NAND flash in the fourth quarter of 2025, industry sources told Newdaily.co.kr...

    Saturday 20 September 2025
    Arizona emerges as a semiconductor hub with TSMC and Intel's 12 fabs
    Initial market skepticism doubted whether new fabs from TSMC and Intel in Arizona could ramp up production on schedule. However, TSMC's first 4nm fab began mass production at the...
    Friday 19 September 2025
    Foxconn Interconnect's server orders hit full capacity amid rapid expansion
    A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing...
    Friday 19 September 2025
    Huawei Ascend 950 to feature in-house HBM in 2026, advancing China's AI memory independence
    Huawei unveiled its next-generation Ascend AI chip roadmap at the 2025 Connect summit, highlighting a milestone for China's semiconductor ambitions. Starting in early 2026, the Ascend...
    Thursday 18 September 2025
    BOE loses ground to LGD as Apple reconfigures OLED supply chain

    The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the...

    Thursday 18 September 2025
    Microsoft to invest US$6.2 billion in AI computing capacity in Norway
    Microsoft has announced a US$6.2 billion investment to lease artificial intelligence (AI) computing capacity in Narvik, Norway. The capacity will be provided by UK cloud infrastructure...
    Tuesday 16 September 2025
    CoreWeave secures US$6.3B Nvidia deal to backstop AI cloud capacity
    CoreWeave, the US AI data center operator, announced a US$6.3 billion deal with investor Nvidia that will guarantee demand for its cloud computing capacity through 2032.
    Tuesday 16 September 2025
    Unprecedented AI boom pushes Quanta, Wistron, and peers into massive capacity build-up
    Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts...
    Monday 15 September 2025
    XMC steps into key stage of China's silicon-on-insulator foundry drive, ahead of SMIC and Hua Hong
    Since its IPO application was accepted by Shanghai's STAR Market in September 2024, Wuhan Xinxin Semiconductor Manufacturing Co. (XMC) has updated its prospectus to highlight its...
    Monday 15 September 2025
    India roundup: China closely watches India's role in Apple supply chain
    Apple's recently launched iPhone 17 series has garnered significant global attention, with Chinese media focusing on the comparison between China and India in the company's supply...
    3/37 pages
    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Wednesday 1 October 2025
    Wise Integration Launches First Digital Controller, WiseWare 1.1, for GaN Totem Pole PFC with High Switching Frequency Up to 2 MHz
    Wednesday 1 October 2025
    AI Applications, Innovation Empowered! The Fourth GMIF2025 Innovation Summit Successfully Concluded
    Wednesday 1 October 2025
    Embracing WP.29 R155 and R156-Winbond Secure Flash Memory Accelerates Automotive Compliance and Differentiation
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