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Friday 1 August 2025
ASE maxes out Taiwan backend capacity on AI, automotive demand
ASE Holdings posted solid growth in advanced packaging and testing in the first half of 2025, fueled by robust demand for AI-related high-performance computing (HPC) chips. However,...
Friday 1 August 2025
Liteon turbocharges Taiwan-US expansion as AI drives growth surge
Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains...
Friday 1 August 2025
Kyushu Electric Power partners with ProLogium to develop advanced solid-state lithium battery modules
Japanese utility firm Kyushu Electric Power has entered a strategic partnership with Taiwan-based ProLogium to jointly develop superfluid inorganic all-solid-state lithium battery...
Friday 1 August 2025
China remains core to server PCB supply despite SEA expansion
Amid rising US-China tech tensions, Taiwan-based PCB suppliers have accelerated factory expansions in Southeast Asia since 2022. However, despite new PCB clusters reaching full production,...
Thursday 31 July 2025
UMC's 2Q25 margin slips below 30% on forex hit; 3Q25 outlook dims amid strong NT dollar
United Microelectronics Corp. (UMC) missed its second quarter 2025 gross margin target, reporting 28.7% instead of the projected 30%, as a stronger New Taiwan dollar eroded profitability...
Thursday 31 July 2025
China's SIMIC snaps up legacy power chip fab in US$1.39 billion bet on AI, EV boom
SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's...
Thursday 31 July 2025
AI and ASIC servers drive soaring demand for BBUs amid rising power consumption
The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...
Monday 28 July 2025
Who controls DDR4 now? Nanya steps in as global giants shift focus
The ongoing shortage of DDR4 memory has triggered a surge in prices. Although Taiwanese memory giant Nanya's second quarter 2025 operations posted losses that were less severe than...
Monday 28 July 2025
Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production
As US chip giant Intel CEO Lip-Bu Tan openly stated that the company may consider terminating its 14A process node plan if it cannot secure effective external client orders, Intel's...
Friday 25 July 2025
China targets 22/28nm as wafer sourcing landscape shifts
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
Thursday 24 July 2025
Ablecom accelerates global expansion with Netherlands factory, Malaysia boost
Ablecom Technology, a supplier of high-end server chassis and thermal solutions, has announced plans to build a factory in the Netherlands while simultaneously launching phases two...
Thursday 24 July 2025
BYD delays Hungary plant, pivots to Turkey in Europe strategy shift
Chinese electric-vehicle maker BYD is reshaping its European manufacturing plans, pushing back mass production at its Hungary facility while fast-tracking a Turkey plant as it grapples...
Thursday 24 July 2025
TSMC sees 2nm orders surge; related capacity to reach 200,000 units by 2028
TSMC has continued to accelerate its development of sub-2nm processes despite market expectations that clients would turn cautious with their 2nm orders, given the quote for the process...
Thursday 24 July 2025
OpenAI, Oracle salvage US$500 billion Stargate AI project after SoftBank exit
The US$500 billion Stargate artificial intelligence infrastructure project is moving forward despite internal disputes and SoftBank's withdrawal, with OpenAI and Oracle signing agreements...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...