Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production...
Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development...
Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...
Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
Facing the risk of a prolonged Iran conflict, Samsung Electronics and SK Hynix have reportedly begun strengthening their helium supply chain management for semiconductor manufacturing...
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
Europe is turning to Taiwan as it looks to bring semiconductor research into production, with foundries such as Powerchip Semiconductor Manufacturing Corp. (PSMC) playing a growing...
