The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
Taiwan-based inductor maker Tai-Tech Advanced Electronics said artificial intelligence and automotive electronics will drive growth in 2026, as rising raw material costs are setting...
Aten International reported revenue gains early in the year on the back of AI data-center demand and outlined plans to expand rack offerings and enter consumer electronics —...
Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support...
Huawei Technologies unveiled its 2026 wearable product lineup at a launch event in Taiwan on the March 27. Yong Hai, general manager of Xunwei Technology, the exclusive distributor...
Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory...
