The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
As the global trade landscape shifts under the weight of new US policies, a distinct divergence has emerged in East Asia. While South Korea currently faces a tariff hike to 25% amid...
In a recent interview with Jodi Shelton, Jensen Huang, the CEO of Nvidia, reflected on a life spent in near-constant motion. After years of crisscrossing the globe, he said, there...
Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...
In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
I describe the close integration of Taiwan's semiconductor and electronics industries as the spillover of chip economic value. In earlier phases of the industry, economic value creation...
ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...
SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...
SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
Taiwan's leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data...
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...
