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Monday 25 August 2025
Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
Monday 25 August 2025
China's AI drive accelerates: data centers power 40% jump in computing capacity
China's computing power for artificial intelligence is expanding at a blistering pace, with capacity expected to rise more than 40% this year, according to the Ministry of Industry...
Monday 25 August 2025
Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
Monday 25 August 2025
ADATA hits 15-year revenue high as memory market shifts
ADATA, a memory module manufacturer, recorded its best quarterly performance in more than 15 years during the second quarter of 2025. Despite an adjustment period in DDR4 shipments...
Monday 25 August 2025
New chipmakers face uphill battle despite surging ASIC demand
Nvidia currently holds a dominant position in the cloud AI GPU computing market. However, there is a growing demand for specialized chips known as application-specific integrated...
Sunday 24 August 2025
China's data center power supply outpaces US amid growing AI demand
As artificial intelligence infrastructure expands worldwide, China has effectively addressed power supply challenges for its data centers, while the US continues to face grid limitations,...
Sunday 24 August 2025
Taiwan economist: US subsidy flip and Trump tariff threats could shake investor trust
The US Department of Commerce is reportedly weighing whether to convert part of the subsidies granted to Intel and TSMC under the CHIPS and Science Act into equity stakes. Chung-Shu...
Friday 22 August 2025
Column: AI's growing role in transforming energy systems worldwide
Artificial intelligence (AI) is reshaping energy systems by enhancing their resilience, efficiency, and sustainability. The relationship between AI and energy is reciprocal: AI relies...
Friday 22 August 2025
eMMC shortage fuels rivalry between Macronix and Winbond in auto flash market
As NAND leaders recalibrate production allocation, Taiwan's Winbond Electronics and Macronix International are doubling down on specialized segments. Both are expanding their presence...
Friday 22 August 2025
AI server demand powers Getac’s revenue upgrade
AI servers are in high demand. Getac Holdings' subsidiary, Atemitech, began setting up production capacity for AI server chassis and racks at the end of 2024 and has started shipments...
Friday 22 August 2025
Energy + Intelligence: Energy challenges and industry opportunities in the AI era
History shows that past productivity improvements have always been accompanied by high-density energy conversion and industrial efficiency enhancements: from hydropower, steam, electrification,...
Friday 22 August 2025
Tariff policy clarity boosts momentum in collaborative robot market
Techman Robot Inc., a player in the robotics and automation sector, remains optimistic about future prospects despite short-term uncertainties such as tariffs impacting factory investments...
Friday 22 August 2025
Machine vision demand remains strong; Zebra optimistic about Greater China market growth
The industrial sector's demand for machine vision technology is expected to keep rising steadily through 2026, with Taiwan projected to achieve double-digit growth, according to Zebra...