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Wednesday 24 September 2025
Stargate unveils five new US AI data center sites: OpenAI, Oracle, SoftBank push US$400 billion expansion
OpenAI, Oracle, and SoftBank announced five new US AI data center sites under the Stargate platform, expanding the companies' AI infrastructure capacity and advancing ongoing investments...
Wednesday 24 September 2025
Micron sees tight DRAM supply extending into 2026 as demand from AI and servers drives pricing strength
Micron Technology expects tight DRAM supply conditions to persist into fiscal 2026, underpinning pricing strength and margin expansion. Executives highlighted robust data center and...
Tuesday 23 September 2025
LG Innotek doubles production capacity with new factory in Vietnam
LG Innotek has officially commenced operations at its newly completed V3 factory in Haiphong, Vietnam, effectively doubling its camera module production capacity. The expansion is...
Tuesday 23 September 2025
Partner Tech and CipherLab forge alliance to capture smart retail opportunities with integrated technologies
Taiwan's smart retail solution provider Partner Tech has announced a strategic partnership with CipherLab, a manufacturer of automatic identification and data capture (AIDC) mobile...
Tuesday 23 September 2025
Taiwanese aerospace component makers face soaring demand and capacity constraints amid industry recovery
The global aerospace sector's rebound from the pandemic has fueled strong demand for aircraft and related components, leading Taiwanese suppliers to report order volumes far exceeding...
Tuesday 23 September 2025
Oracle appoints co-CEOs; Catz moves to vice chair role
On September 22, Oracle announced that Clay Magouyrk and Mike Sicilia have been appointed CEOs, succeeding Safra Catz, who will transition to Executive Vice Chair of the company's...
Tuesday 23 September 2025
China policy containment eases DDR5 price fears as Taiwan's DDR4 supply sells out
China's AI-driven supply chain expansion is reshaping the DRAM landscape. CXMT, the country's top DRAM producer, will pivot entirely to DDR5, LPDDR5, and high-bandwidth memory (HBM)...
Monday 22 September 2025
Commodity DRAM and NAND prices set to rise in 2026 as AI chip boom creates shortage
South Korean industry and securities analysts predict that prices for general-purpose DRAM and NAND Flash will rise in 2026 amid looming supply shortages. The crunch stems from memory...
Monday 22 September 2025
Taiwan eyes Southern expansion for TSMC as AI demand fuels chip boom

As Taiwan cements its role at the heart of the global semiconductor supply chain, the head of the National Science and Technology Council...

Friday 19 September 2025
AI foundry model could reshape global tech manufacturing
Former Taiwan Minister of Science and Technology, Chen Liang-gee, expressed confidence that the artificial intelligence (AI) industry will not succumb to a short-term bubble but is...
Friday 19 September 2025
Foxconn Interconnect's server orders hit full capacity amid rapid expansion
A one-two punch of artificial intelligence (AI) and electric vehicles (EVs) is sparking a new era of structural change across global industries. The surging demand for AI computing...
Thursday 18 September 2025
Sinbon Electronics drives expansion amid strong global semiconductor demand
Sinbon Electronics is actively expanding its production capacity in response to robust global demand in the semiconductor sector. The company recently secured certifications from...
Thursday 18 September 2025
BOE loses ground to LGD as Apple reconfigures OLED supply chain

The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the...

Thursday 18 September 2025
Tencent opens AI platform, aligns with domestic chips, and doubles overseas cloud scale
Tencent Holdings has unveiled its most comprehensive AI and cloud strategy to date, opening its artificial intelligence capabilities and confirming full compatibility with China's...
Thursday 18 September 2025
SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges
Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven...