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Monday 21 July 2025
Santi Renewable Energy spins off energy storage business to expand in photoelectric, green energy
Santi Renewable Energy, a subsidiary of Taiwan's North-Star Petroleum, has approved a resolution to spin off its energy storage business group and establish a new company, Chiayou...
Monday 21 July 2025
Meta-backed OCP pushes open alternative to closed AI hardware ecosystem
As surging demand threatens to fragment the supply chain into costly proprietary silos, the Open Compute Project, an nonprofit organization that has standardized data center hardware...
Monday 21 July 2025
Corning dodges EU antitrust clash with 'Gorilla Glass' deal
Corning Inc. has avoided the threat of European Union antitrust fines, after it agreed to end exclusivity terms in its supply contracts for break-resistant smartphone screens that...
Monday 21 July 2025
Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound
Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Sunday 20 July 2025
Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall...
Saturday 19 July 2025
Automotive market headwinds offset by AI servers; Eikei sees US liquid cooling board orders surge in 3Q25
Eikei chairman Shih-Lin Liu stated that the impact of tariffs and exchange rates has temporarily eased, with customer orders gradually stabilizing. Looking ahead to the second half...
Saturday 19 July 2025
Nvidia picks Micron for massive SOCAMM rollout
Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential...
Saturday 19 July 2025
SK Hynix retreats from China, pivots to homegrown DRAM growth
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...
Saturday 19 July 2025
EmBestor bets on next-gen flash memory to drive 2H25 growth
EmBestor Technology, a Taiwan-based flash storage provider specializing in industrial applications, is poised to return to growth in the second half of 2025 as customers complete...
Friday 18 July 2025
Tariff uncertainty stalls sales, Mercedes-Benz Taiwan awaits direction
As US-Taiwan negotiations over complete vehicle tariffs near conclusion, market speculation has intensified, especially around the possibility of a zero-percent tariff on American-made...
Friday 18 July 2025
SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown
Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually...
Friday 18 July 2025
FWA has huge growth potential in Taiwan
Fixed wireless access (FWA) is only playing second fiddle to fiber in Taiwan's broadband market. Despite that, FWA is far from being just an optional technology, as it offers huge...
Friday 18 July 2025
Foldable smartphone brands strategize to break growth plateau
The foldable smartphone space is buzzing with increased support from brands, hardware innovations, and generative AI enhancements. Since the release of Samsung's Galaxy Z Fold 7,...
Friday 18 July 2025
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...