A slower US build-out of AI infrastructure after the Democratic Party's midterm sweep could cost China more economically than it gains strategically, Bloomberg Economics said, because...
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
Revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM) in the third quarter of 2026, as global DRAM revenue surged 369% year over year...
As Taiwan's drone procurement program moves forward, the Navy is preparing to acquire more than 1,300 small suicide unmanned boats, with a budget approaching NT$30 billion (US$913...
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following...
Samsung Electronics' TV business faces the prospect of prolonged losses as Chinese panel makers, including BOE Technology Group (BOE) and TCL China Star Optoelectronics Technology...
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen...
AMD has signed an agreement with South Korean companies FuriosaAI and MangoBoost to build a heterogeneous AI computing cluster in Seoul by spring 2027, while separately discussing...
The Democrats' sweeping victory in the November 2026 US midterm elections, securing control of both chambers of Congress, has prompted South Korean industries to reassess the implications...
Beijing has instructed top securities firms and investment banks to pause initial public offerings and restrict large-scale share sales by major shareholders. Reporting by The...
Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and...
China's National Integrated Circuit Industry Investment Fund Phase III (Big Fund III) is shifting its focus from targeted semiconductor investments to large-scale manufacturing and...
Samsung Display (SDC) is facing a shortage of automotive OLED panels supplied to Chinese EV maker Li Auto, prompting Li Auto to temporarily ship some new Mega vehicles with LCD panels...
Apple has opened testing of its China-specific Apple Intelligence service with the iOS 27.3 developer beta released on November 4, integrating Alibaba's Qwen model into Siri. The full...
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...
