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Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Wednesday 1 October 2025
Passive component inventories fall in 4Q25 as AI power revolution fuels growth
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...
Tuesday 30 September 2025
PCB giant GCE expands Thailand plant phase 2, ASIC server capacity to start 2H26
Networking and server PCB giant GCE announced plans to expand its Thailand facility with a US$40 million investment to boost ASIC server production capacity by the second half of...
Tuesday 30 September 2025
Qualcomm engages with India's chip packaging sector, open to partnerships with local players
Qualcomm is in active discussions with multiple Indian suppliers, including the Tata Group, to leverage the country's semiconductor packaging capacity and is open to collaborating...
Tuesday 30 September 2025
Chinese humanoid robots fall short in functionality, says Agility Robotics founder
In the humanoid robot competition, the US and China stand out as the two leading forces. Jonathan Hurst, co-founder of US-based humanoid robotics startup Agility Robotics, recently...
Sunday 28 September 2025
TSMC’s 2nm gamble stretches from Hsinchu to Arizona

Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading contract chipmaker, has begun ramping up production of its cutting-edge...

Friday 26 September 2025
China to command 42% of global chipmaking capacity by 2028, SEMI says
The global semiconductor industry is entering an unprecedented growth phase driven by artificial intelligence, with market forecasts projecting the sector to exceed US$1 trillion...
Friday 26 September 2025
Quanta Computer invests US$45.6 million to lease factory space in California
Quanta Computer is expanding its manufacturing capacity in the US through an NT$1.336 billion (US$45.6 million) investment to lease a factory in California. The company's subsidiary,...
Friday 26 September 2025
ASE plans major expansion of advanced packaging capacity in Southern Taiwan
ASE Technology Holdings' subsidiary, ASE Semiconductor, announced the construction of a new advanced packaging plant in Kaohsiung, Taiwan, aiming to boost production capacity to meet...
Thursday 25 September 2025
Nvidia says all customers remain priority despite US$100B OpenAI partnership

Nvidia and OpenAI have sealed a landmark strategic partnership worth as much as US$100 billion to jointly develop next-generation artificial...

Thursday 25 September 2025
Samsung pushes DRAM to record highs, SK Hynix scales up, CXMT struggles on DDR5
Samsung and SK Hynix are accelerating DRAM wafer production as demand rebounds and prices climb, while China's CXMT falls behind in the DDR5 transition, limiting its ability to compete...
Wednesday 24 September 2025
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...
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,...