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Friday 12 September 2025
Commentary: MicroLED is lighting up display industry, but can it open new doors?
AUO recently announced a collaboration with leading satellite navigation and smart wearable brand Garmin to launch the world's first smartwatch featuring microLED display technology,...
Friday 12 September 2025
LGES plant shutdown crisis spreads nationwide
On September 6th, 2025, LG Energy Solution (LGES) faced a sudden raid by US national security and immigration authorities at its battery production base in the US. The joint venture...
Friday 12 September 2025
SEMICON Taiwan 2025: Broadcom eyes CPO expansion beyond AI scale-out data centers
Manish Mehta, vice president of Marketing and Operations for Broadcom's Optical Systems Division, delivered a keynote address at SEMICON Taiwan 2025 focused on heterogeneous integration...
Friday 12 September 2025
SK hynix Completes World's First HBM4 Development and Readies Mass Production
Seoul, September 12, 2025 – SK hynix Inc. announced today that it has completed development and finished preparation of HBM4, a next generation memory product for ultra-high...
Friday 12 September 2025
Huawei, Cambricon AI chip production set to top one million units by 2026
China is accelerating its drive for homegrown AI semiconductors. JPMorgan forecasts Huawei will ship 600,000–650,000 AI chips in 2025, while Cambricon Technologies is on track...
Friday 12 September 2025
Intel to continue semiconductor glass substrate commercialization despite market rumors
Intel has confirmed to South Korean media that it will proceed with its semiconductor glass substrate commercialization plans as originally outlined, dismissing reports of potential...
Friday 12 September 2025
Sysgration, Quantum Systems form alliance to localize drone production in Taiwan
Sysgration announced on September 11 a strategic alliance with Germany's Quantum Systems to co-develop AI-powered edge computing and unmanned aerial solutions. The partnership also...
Friday 12 September 2025
India targets global leadership in green hydrogen exports despite China's dominance
The Indian government is pushing ahead with its national green hydrogen initiative, aiming to meet nearly 10% of the world's renewable hydrogen demand and position itself as a major...
Friday 12 September 2025
Auden Techno sees growth in August, Vietnam plant to start production in 2H26
Auden Techno, a Taiwan-based radio frequency antenna and communications module manufacturer, announced its consolidated revenue for August 2025 reached NT$154 million (approx. US$5.08...
Thursday 11 September 2025
Winbond sees nearly 90% DRAM price increase, aims for 4Q25 peak
Winbond Electronics has implemented significant price increases for its DDR4 DRAM products beginning in the third quarter of 2025, with contract prices for the fourth quarter finalized...
Thursday 11 September 2025
CXMT said to target 2026 HBM3E mass production, narrowing gap with Samsung and SK Hynix to 2 years
China's state-backed DRAM maker CXMT is rapidly advancing in high-bandwidth memory (HBM), a market long controlled by Samsung Electronics and SK Hynix. Citing SemiAnalysis, South...
Thursday 11 September 2025
SK hynix begins supplying mobile NAND solution ZUFS 4.1
SK hynix announced today that it has begun supplying its high-performance mobile NAND solution ZUFS 4.1 to customers, marking the world’s first mass production of this soluti...
Thursday 11 September 2025
Foxconn and Tata reshape Apple supply chain as first iPhone 17 production shifts to India
Apple has officially launched its iPhone 17 series, signaling a major shift in its global supply chain strategy as geopolitical tensions and trade uncertainties persist. The company...
Thursday 11 September 2025
China downplays India’s role, yet Taiwan supply chain braces for Apple’s next moves
China's large-scale industrial mobilization is on full display as the iPhone 17 enters mass production, with Foxconn's Zhengzhou factory reportedly operating at maximum capacity to...
Thursday 11 September 2025
Apple's iPhone 17 launch puts India in the frame, but China still calls the shots
Apple's unveiled iPhone 17 series includes units manufactured in India, sparking significant discussion about the evolving dynamics in the company's global supply chain. Indian facilities...