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Thursday 23 October 2025
SK Hynix poised to benefit fully from DRAM demand as 'FOMO' rises
SK Hynix is positioned to thoroughly capitalize on the ongoing memory supercycle, driven by its superior DRAM technology and mass production capabilities, according to analysts.
Thursday 23 October 2025
Taiwan dispels US investment relocation fears
Taiwan's top economic and technology officials have dismissed concerns that the island's semiconductor ecosystem investments in the US represent industrial relocation. The pushback...
Thursday 23 October 2025
Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom
As artificial intelligence (AI) and high-performance computing (HPC) lead a new industrial revolution in the PCB sector, Taiwanese giants Zhen Ding Tech (ZDT) and Unimicron are optimistic...
Thursday 23 October 2025
Micron challenges Samsung, SK Hynix with LPCAMM2; AI laptop memory heats up
Micron is joining the LPCAMM2 race dominated by Samsung and SK Hynix in the next-generation AI notebook memory market. Following the high-bandwidth memory (HBM) surge, the AI notebook...
Thursday 23 October 2025
Samsung reshapes executive leadership as Chairman Lee Jae-yong accelerates new strategy
Market watchers are eagerly anticipating a major year-end executive reshuffle at Samsung Electronics, as operational performance at the South Korean giant stabilizes. Acting Device...
Thursday 23 October 2025
Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB integration
Tongtai and Contrel are focusing on the convergence of semiconductors and PCBs in advanced TGV packaging. Taiwanese companies aim to lead in this area, as Tongtai seeks profitability...
Thursday 23 October 2025
Taiwan's hardware and semiconductor sectors remain top cyberattack target in Asia-Pacific
Cybersecurity firm Check Point Software has released its September Cyber Security Report, showing that organizations worldwide faced an average of 1,900 cyberattacks per week, up...
Thursday 23 October 2025
China's YMTC aims for fully local chip production, but can it deliver?
China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets...
Thursday 23 October 2025
MetaX's 404% revenue surge powers a US$547M GPU IPO drive in Shanghai
MetaX's financial momentum is accelerating. The company reported CNY914.93 million (US$128 million) in revenue for the first half of 2025, a 404.51% year-over-year surge. Losses have...
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Thursday 23 October 2025
TPCA Show 2025 highlights AI-driven PCB industry revolution
The 26th Taiwan Printed Circuit Association Show (TPCA Show 2025) officially opened on October 22, 2025. During the event, Unimicron chairman Tzyy-Jang Tseng delivered a keynote speech...
Thursday 23 October 2025
Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer
Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...
Thursday 23 October 2025
China's ZJeagles breaks VCSEL funding record, accelerates AI photonics race

ZJeagles Comsemi Technology (ZJeagles) has closed its Series B+ funding round, securing over CNY700 million (approx. US$98 million) —...

Wednesday 22 October 2025
Taiwan's Topoint unveils advanced drilling solutions for AI-Era PCBs at TPCA show 2025

The TPCA Show 2025 — the printed circuit board industry's premier annual event — officially opened on October 22 in Taipei,...

Wednesday 22 October 2025
TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand
AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...