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Friday 21 November 2025
Weblink International eyes growth from surging memory prices
Consumer electronics distributor Weblink International is strengthening supply chain collaboration and enhancing its product portfolio, with an eye on the surging global demand for...
Friday 21 November 2025
Debate over AI GPU lifespan intensifies amid bubble concerns
The true service life of AI GPUs, the cornerstone of computing power, has become a new battleground in the heated debate surrounding AI investments. This question directly impacts...
Friday 21 November 2025
Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers...
Friday 21 November 2025
Fujifilm to build semiconductor materials factory in India, targeting regional exports
Fujifilm President Teiichi Goto announced on November 14, 2025, in Tokyo that the company plans to establish a semiconductor materials manufacturing facility in India. The factory...
Thursday 20 November 2025
Musk eyes in-house chip fab, citing TSMC, Samsung fail to keep up with Tesla's AI ambitions
Tesla CEO Elon Musk has revealed intentions to construct an in-house wafer fabrication facility, or TeraFab, to meet soaring AI chip demand that surpasses current industry manufacturing...
Thursday 20 November 2025
China's top passive-component maker ignites 30% price surge
Price hikes are spreading across the passive component sector again. Following increases by several Taiwan-based suppliers, Guangdong Fenghua Advanced Technology (Fenghua Hi-Tech)...
Thursday 20 November 2025
Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that...

Thursday 20 November 2025
GMI Cloud's US$500 million project positions Taiwan as Asia's AI infrastructure hub
Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades,...
Thursday 20 November 2025
Samsung regains DRAM leadership from DDR5 surge
In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...
Thursday 20 November 2025
ASML expands into advanced CoWoS packaging with new I-line system
Kuan-Cheng Hsu, ASML's Taiwan and Southeast Asia customer marketing head, highlighted that AI-driven semiconductor demand is entering its strongest growth cycle ever, accelerating...
Thursday 20 November 2025
Pegatron's T.H. Tung says memory price surge will not directly impact downstream foundries
Concerns over consumer electronics demand are increasing because of the memory price surge. Analysts warn that this could hurt the profits of downstream foundries. However, Pegatron...
Thursday 20 November 2025
Samsung's Austin chip plant surges to record 3Q25 profit, exceeding full-year 2024 earnings
Samsung Electronics posted a sharp rebound at its Austin semiconductor plant in the third quarter of 2025. The results signal renewed momentum for the company's US foundry operations...
Thursday 20 November 2025
Alltop forecasts strong 2026 for AI server and NEV demand surge
Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...
Thursday 20 November 2025
Amkor invests US$177M to expand AI chip packaging in South Korea
Amkor, one of the largest US-based outsourced semiconductor assembly and test (OSAT) providers, has begun investing over KRW260 billion (approx. US$177 million) in South Korea to...
Thursday 20 November 2025
Rising memory prices put consumer electronics on edge

The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based...