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Friday 20 June 2025
Unimicron bets on AI boom as substrate demand set to surge

Unimicron, a leading manufacturer of IC substrates, is gearing up for the strong rebound in 2025, driven by surging demand for high-end...

Thursday 19 June 2025
New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead
Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting...
Thursday 19 June 2025
Urgent orders boost memory packaging and testing in 2Q25; AI stabilizes variables for 2H25
Benefiting from a rapid recovery in memory market demand during the first half of 2025, memory packaging and testing companies are sharing in the gains. Although the US 90-day tariff...
Thursday 19 June 2025
US solar energy firms lay low as Trump's 'big beautiful bill' sweeps through
The US Senate has proposed a complete phase-out of tax credits for solar and wind energy, as part of amendments to Donald Trump's proposed "One Big Beautiful Bill Act." However, as...
Thursday 19 June 2025
Nintendo Switch 2 off to strong sales start; handheld rivals fear displacement effect
Nintendo's long-anticipated Switch 2 debuted on June 5 across Japan and several other markets, marking its first major console release in eight years. Demand has quickly outpaced...
Thursday 19 June 2025
Alltek Technology projects steady AI and networking growth in 2025, eyes Southeast Asia as key driver
Taiwan-based IC distributor Alltek Technology anticipates stable growth in its AI and networking business sectors during 2025 despite currency exchange fluctuations and trade uncertainties,...
Thursday 19 June 2025
LG Display plans huge investment to boost OLED technology through 2027
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD...
Thursday 19 June 2025
Nintendo Switch 2 goes supersonic, Samsung chips in with billion-dollar upside
Nintendo's highly anticipated Switch 2 console launched to surging global demand, setting sales records in both Japan and the US while simultaneously boosting prospects for Samsung...
Thursday 19 June 2025
L&T Semicon sees India as key growth driver post Fujitsu acquisition
L&T Semiconductor Technologies is betting on India's accelerating economic growth and rising demand in sectors such as air conditioning, data centers, and renewable energy to...
Thursday 19 June 2025
Jabil lifts full-year outlook on soaring data center demand fueled by AI boom
Jabil, a leading electronics components manufacturer, raised its full-year profit and revenue forecast on Tuesday, citing robust demand for infrastructure services tied to data cen...
Thursday 19 June 2025
ICT energy demand grows, efficiency gains mitigate impact
Amid rapid global advances in artificial intelligence and digital transformation, concerns have mounted regarding the soaring energy consumption of the information and communications...
Thursday 19 June 2025
Taiwan's Kinko Optical eyes expansion in high-value optics as global volatility mounts
Amid increasing global uncertainty marked by escalating geopolitical tensions, rising inflation, and unstable supply chains, Taiwan's Kinko Optical is shifting its focus away from...
Thursday 19 June 2025
US storage firms snap up rare domestic LFP supply from Envision
AESC Group Ltd., the battery subsidiary of Shanghai-based green tech company Envision Group, has reportedly paused its US expansion plans due to funding constraints, but its existing...
Wednesday 18 June 2025
Nittobo material price hikes exclude AI server-grade glass fabric
Japanese glass fiber supplier Nitto Boseki (Nittobo) reportedly has raised prices of its composite material products by up to 20% due to increasing costs, but the price hike does...
Wednesday 18 June 2025
Fortune Electric secures key Stargate order
Fortune Electric, a leading Taiwanese heavy electrical equipment manufacturer, has become the first from Taiwan to join the US Stargate supplier list amid growing global demand for...