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Thursday 14 August 2025
South Korean equipment makers eye entry into India battery manufacturing
South Korean battery equipment manufacturers are positioning themselves to benefit from India's accelerating push into advanced battery production, with Tata Group's battery subsidiary...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
Thursday 14 August 2025
China's solar pricing limits trigger global market chaos
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves...
Wednesday 13 August 2025
Zhen Ding bullish on CoWoP despite long road to mass production
Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...
Wednesday 13 August 2025
China to start mass production of domestic HBM3 chips, paving way for Huawei AI integration

China's domestic high-bandwidth memory (HBM) technology has reportedly reached a major milestone, with one of the nation's top DRAM manufacturers...

Wednesday 13 August 2025
Taiwan industries seek tariff relief as Chinese rivals undercut prices despite 50% duties
Taiwan's Minister of Economic Affairs J.W. Kuo recently held forums addressing the impact of increased US tariffs on Taiwanese industries. He proposed six countermeasures to help...
Wednesday 13 August 2025
Why Taiwanese tech giants pour record funds into US AI server hubs
Taiwanese EMS accelerates US and global investments amid AI server demand and geopolitical dynamics
Wednesday 13 August 2025
Exclusive: Infineon GaN chief on strategy, market gains after TSMC's exit
Infineon Technologies' acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing,...
Wednesday 13 August 2025
Samsung bets big on DRAM overhaul to reclaim HBM crown
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence...
Wednesday 13 August 2025
Taiwan’s backlight trio splits paths in pursuit of post-LCD growth
The LCD sector continues to face prolonged challenges, prompting transformation across nearly the entire supply chain. In backlight modules, Coretronic Corporation, Radiant Opto-Electronics...
Tuesday 12 August 2025
AI servers drive growth momentum in 2H25 for chassis and fan manufacturers
AI servers are expected to lead the electronics industry demand momentum in the second half of 2025, with Chenbro Micom and Sunon highlighting them as key drivers of operational gr...
Tuesday 12 August 2025
US tariffs hit Coretronic's projector business; supply chain and government orders affected
Coretronic faced a suspension in shipments of its projectors to the US in April 2025 due to tariff impacts, though a gradual resumption began in May. The second quarter of 2025, typically...
Tuesday 12 August 2025
Taiwan's Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs
Taiwan's Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed...
Tuesday 12 August 2025
ZillTek looks beyond PCs as automotive and medical sectors gain traction
ZillTek Technology, a digital microphone chipmaker and affiliate of MediaTek, reported lower second quarter 2025 revenue and profit margins on Wednesday, citing the strengthening...
Tuesday 12 August 2025
Dual-base strategy: Auto industry finds balance between North America–Asia as tariff fog lifts
Mexico's successful bid to secure a 90-day extension on US import tariffs—maintaining a 25% levy—has temporarily eased market anxiety. Car part suppliers report a rush...