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Friday 21 November 2025
Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter...
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese...
Friday 21 November 2025
Lite-On ramps up power supply capacity to meet rising demand from AI data centers
As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup...
Friday 21 November 2025
AMPACS expects 2025 revenue decline amid weak markets but projects improved margins
During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the...
Friday 21 November 2025
Foxconn highlights tech transformation Tech Day as Terry Gou swings by
At its 2025 Hon Hai Tech Day event held on November 21, 2025, Foxconn emphasized its strategic transformation from a system assembler to a deeply integrated technology company. Founder...
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...
Friday 21 November 2025
Pegatron secures new AI orders amid intensifying competition for server capacity
The AI infrastructure industry is intensifying competition as demand for AI server capacity surges, raising concerns about a potential AI bubble. Despite enterprises committing to...
Friday 21 November 2025
Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response
Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October...
Friday 21 November 2025
South Korean tech giants rush into glass substrates despite mounting fears of overinvestment
South Korea's largest conglomerates are pouring resources into glass substrates, a next-generation semiconductor packaging material that promises better thermal stability and power...
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)...