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Tuesday 2 December 2025
Google CEO maps out quantum future and space data center plan

Google CEO Sundar Pichai has dismissed concerns that the company's rapid expansion of its proprietary artificial intelligence infrastructure...

Tuesday 2 December 2025
Panasonic raises tantalum capacitor prices, following US competitor steps
After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to...
Monday 1 December 2025
CXMT narrows DRAM gap; market impact may be smaller than expected?
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...
Monday 1 December 2025
Taiwan’s AIDC turns to thermoplastic composites to meet aviation demand

The Aerospace Industrial Development Corporation (AIDC) of Taiwan says the global aerospace sector is facing twin pressures: robust market...

Monday 1 December 2025
Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand
The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage...
Monday 1 December 2025
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris...

Monday 1 December 2025
December memory prices surge as the real crunch lies ahead
Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General...
Monday 1 December 2025
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover...
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...