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Monday 30 June 2025
TSMC affiliate VIS may expedite production at US$8 billion Singapore fab
Taiwan Semiconductor Manufacturing Co.’s smaller affiliate Vanguard International Semiconductor Corp. may accelerate the chip production schedule at its new US$7.8 billion joint...
Monday 30 June 2025
Mitac Holdings expands North American server production facilities amid AI-driven demand surge
Mitac Holdings Corporation is rapidly expanding its server production capacity in North America, driven by strong demand for artificial intelligence applications. The company recently...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Monday 30 June 2025
Optical makers eye busy third quarter with cautious optimism
The optical industry is entering its traditionally busy third quarter with generally positive shipment forecasts as major manufacturers unveil their operational outlooks following...
Monday 30 June 2025
DDR4 memory shortage pushes prices up as industry moves faster to DDR5

Despite ongoing geopolitical uncertainty and a seasonal slowdown after the second-quarter stockpiling, memory chip suppliers remain cautiously...

Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...

Friday 27 June 2025
Niching sees strong growth ahead as AI boosts demand for advanced packaging
As artificial intelligence continues to accelerate the adoption of advanced semiconductor packaging, Taiwan-based materials supplier Niching is riding a wave of momentum. The company...
Friday 27 June 2025
BizLink positions for AI hardware upswing with new sites, localized output
Global interconnect solutions provider BizLink Group opened a new facility in Tainan on June 26, underscoring its focus on localized R&D and production. Chairman Roger Liang said...
Friday 27 June 2025
Q3 outlook: smartphone industry weighs tariff risks against product launch momentum
As the calendar turns to the third quarter of 2025, the global smartphone industry finds itself at a critical juncture, shaped by a complex mix of geopolitical tensions, tariff uncertainty,...
Friday 27 June 2025
Possible resurge of US tariffs keeps notebook supply chain cautious about 2H25
The global notebook supply chain is approaching the third quarter of 2025 with cautious optimism, balancing persistent uncertainty over US tariff policies with hopes for a long-awaited...
Friday 27 June 2025
Efun targets semiconductor packaging and OLED displays with water and gas barrier films
Optical film manufacturer Efun held its shareholders' meeting, successfully passing all proposals. Efun highlighted that with technological advancements, the demand for next-generation...
Friday 27 June 2025
Taiwanese MCU players pushing into AI, auto, health applications to battle global uncertainties
The ongoing volatility in the global political and economic landscape, from escalating US tariffs and continuous appreciation of the New Taiwan dollar to heightened uncertainty in...
Friday 27 June 2025
Race for T-Glass heats up as AI giants lock in supply from Japan's Nittobo amid mounting shortages
Senior executives from Nvidia, AMD, and Microsoft have frequently visited Japanese manufacturer Nitto Boseki to secure a critical raw material for AI servers: low coefficient of thermal...
Friday 27 June 2025
AI wave powers Taiwan's corporate revenue to new highs, says CRIF
Taiwan's technology sector saw a strong rebound in 2024, fueled by soaring AI-related demand. Nvidia led the charge, supported by TSMC's advanced chip manufacturing, according to...
Thursday 26 June 2025
Macroeconomic turbulence clouds 3Q25 outlook; global annual auto sales hold steady
Global economic instability—fueled by US tariffs and escalating geopolitical tensions, particularly the Israel-Iran conflict—is clouding expectations for a supply chain...