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    Reliance JV to invest US$11 billion in AI data center in Andhra Pradesh
    7min ago
    NEWS TAGGED MARKET
    Monday 1 December 2025
    Commentary: Nvidia’s trillion-dollar test as the AI build-out hits a harder phase
    Michael Burry, famed for predicting the 2008 financial crisis, has launched a paywalled Substack called Cassandra Unchained. In his debut...
    Monday 1 December 2025
    Tesla leans on low running costs to woo Indian buyers as early sales stagnate
    Tesla is touting low ownership costs to attract Indian buyers, but sluggish early sales and steep import prices are clouding its debut, prompting the EV maker to push for ecosystem...
    Monday 1 December 2025
    Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap
    OLED has yet to secure a meaningful foothold in the large-sized automotive display market, where stringent performance requirements and cost pressures keep LCDs firmly in the lead...
    Monday 1 December 2025
    Export controls drive CSCC to advance domestic compound semiconductor materials
    Power demands of AI servers are boosting growth in the power semiconductor market. However, Taiwan's advanced carbon materials have long relied on imports, and China's recent graphite...
    Sunday 30 November 2025
    Samsung reportedly nears December verdict on Nvidia HBM4 tests
    Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...
    Saturday 29 November 2025
    Taiwan's TCC accelerates expansion abroad as the Chinese market stumbles

    China's industrial overcapacity and a prolonged real estate slump continue to weigh on cement demand across both sides of the Taiwan...

    Saturday 29 November 2025
    GPU and TPU dispute illustrates zero-sum fallacy
    The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With...
    Saturday 29 November 2025
    Taiwan left out of supercapacitors while AI server capacitor boom builds
    As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...
    Friday 28 November 2025
    DRAM and NAND spike 100%+: triggering 2025's toughest pricing crisis for electronics makers
    A global surge in memory prices is disrupting the electronics supply chain, creating what manufacturers describe as 2025's toughest pricing season. DRAM and NAND costs are rising...
    Friday 28 November 2025
    Envision Group evaluates building battery plant in India amid energy storage market optimism
    Chinese wind turbine manufacturer Envision Group is evaluating the establishment of a battery plant in India. As the Indian government encourages increased use of renewable energy,...
    Friday 28 November 2025
    Google's TPU shakes up ASIC market, challenging Nvidia's lead
    Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...
    Friday 28 November 2025
    Daikin targets AI cooling boom with plan to triple North America revenue
    Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...
    Friday 28 November 2025
    Google's TPU strategy mounts fresh challenge to Nvidia's GPU lead

    Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI...

    Friday 28 November 2025
    Samsung Display cautious on OLEDoS ramp as yields stay low
    Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...
    Friday 28 November 2025
    Meta's Google TPU shift opens new AI supply chain for Taiwan PCB makers
    Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens...
    1/239 pages
    Research Report Database
    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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