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NEWS TAGGED EXPANSION
Friday 17 October 2025
Taiwan suppliers pivot to Micron amid TSMC Kumamoto delays
TSMC's ambitious plan for a second wafer fab in Kumamoto, Japan, is facing significant delays, leaving a cluster of Taiwanese suppliers in limbo and forcing them to seek alternative...
Friday 17 October 2025
Commentary: TSMC chairman adopts cautious tone despite AI optimism
TSMC reported a record net profit of NT$452.3 billion (approx. US$14.8 billion) in the third quarter of 2025, surpassing expectations and pushing its first nine months' earnings to...
Friday 17 October 2025
TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Thursday 16 October 2025
With Tesla ahead and China rising, Hyundai races to reinvent itself

Since taking the helm of Hyundai Motor Group five years ago, Chairman Eui-sun Chung has steered the South Korean automaker to new heights,...

Thursday 16 October 2025
Hyundai Mobis boosts Mexico plant investment to strengthen North American supply chain
Hyundai Mobis is set to invest an additional US$28.6 million in its Pesqueria plant in Nuevo Leon, Mexico, aiming to reinforce its dominance in the North American market amid escalating...
Thursday 16 October 2025
Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan
South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...
Wednesday 15 October 2025
Exclusive: Arizona Commerce Authority President says state is ready for semiconductor growth
The semiconductor industry in Arizona is experiencing rapid expansion, with the Arizona Commerce Authority (ACA) playing a pivotal role.
Wednesday 15 October 2025
Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster
Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming...
Wednesday 15 October 2025
Taiwan's strained power grid fuels heavy electrical sector boom
The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy...
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance...
Tuesday 14 October 2025
US economic growth in early 2025 driven largely by AI data centers and IT investments
The US economy's expansion in the first half of 2025 was significantly propelled by investments in artificial intelligence (AI) data centers and information technology, according...
Tuesday 14 October 2025
Foxconn to expand investment in Tamil Nadu for AI-led advanced manufacturing, says Indian official
Foxconn, the world's largest electronics contract manufacturer, will invest about INR150 billion (approx. US$1.69 billion) in Tamil Nadu to expand its operations and create 14,000...
Tuesday 14 October 2025
Taiwanese supply chain leader goes all-in on US chip boom
As the US scrambles to rebuild its domestic semiconductor industry, a key Taiwanese supply chain firm, Topco Scientific (TSC), is making a major push into Arizona to bridge the gap...
Monday 13 October 2025
China's rare earth export ban broadens; US vows strong retaliation

China, on October 9, announced a major expansion of its rare earth export controls, escalating tensions with the US and drawing sharp...