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Monday 16 June 2025
European auto supplier plans SiC fab sale amid industry shakeout
With Chinese SiC semiconductor manufacturers having resolved supply constraints on the material side in 2023, stable supply has helped to quickly reduce costs. As a result, many uncompetitive...
Monday 16 June 2025
Taiwan's Lotes eyes volume production for AI server hardware as 2H25 demand builds
Lotes Terminals Industrial Co. (Lotes), a connector supplier based in Taiwan, expects stronger revenue in the second half of 2025, even as currency volatility may dent second-quarter...
Saturday 14 June 2025
Broadcom's AI chip sales hit 52%, with SoftBank and OpenAI on deck

Broadcom is emerging as a key supplier in the artificial intelligence (AI) supply chain, with revenue from AI-related chips now comprising...

Friday 13 June 2025
Micron reportedly clinches SOCAMM lead with Nvidia's greenlight
Nvidia has reportedly tapped Micron Technology as the first supplier of its next-generation small outline compression attached memory module (SOCAMM) chips, putting the US-based memory...
Friday 13 June 2025
Samsung, SK Hynix redo strategies ahead of HBM4 mass production, says report
As mass production of sixth-generation HBM4 nears, South Korean chip giants Samsung Electronics and SK Hynix are aggressively reconstructing their semiconductor equipment supply chains...
Friday 13 June 2025
AI-fueled demand lifts Keystone Microtech's 2025 forecast; FX risk clouds margin outlook
Taiwan's test interface supplier Keystone Microtech Corp. expects sustained order momentum through late 2025, fueled by growing demand for chip testing in AI and high-performance...
Thursday 12 June 2025
Wonderful Hi-Tech to volume produce AI high-speed cables in July
Taiwan-based cable supplier Wonderful Hi-Tech is optimistic about demand for high-speed transmission supporting AI applications, expecting 20-25% annual revenue growth in the next...
Wednesday 11 June 2025
SK Hynix weighs TCB suppliers: Hanmi, Hanwha face off for 2H25 HBM3E equipment orders
SK Hynix is approaching the final delivery deadline for its May orders of thermal compression bonding (TCB) equipment from Hanmi Semiconductor and Hanwha Semitech, as the industry...
Friday 6 June 2025
Can Huawei break Nvidia's hold? 2 key issues undercut Ascend 910C push
Huawei's efforts to displace Nvidia as the leading AI chip supplier in China with its Ascend 910C processor are facing significant setbacks. Industry insiders cite both entrenched...
Thursday 5 June 2025
Nvidia surge powers Wistron to record revenue as AI server boom accelerates
Wistron Corporation reported a record-high monthly revenue in May, exceeding NT$200 billion (US$6.68 billion) for the first time, fueled by robust demand for AI servers. The company...
Wednesday 4 June 2025
AI server boom drives Japan's Nittobo to hike fiberglass prices by 20%
Japan's Nittobo raised prices for fiberglass cloth by as much as 20% starting in August, marking the first major increase in materials used for AI servers and 5G equipment as supply...
Tuesday 3 June 2025
Waffer Technology sees May revenue dip but expects recovery on auto rebound and magnesium alloy demand
Waffer Technology, a key supplier of magnesium and aluminum structural parts, reported NT$532 million (approximately US$17.8 million) in revenue for May 2025, reflecting an 11.08%...
Tuesday 3 June 2025
Chip packaging material shortage deepens as top supplier raises prices 20%
Rising artificial intelligence chip demand has strained supplies of critical materials used in advanced semiconductor packaging, with Japan's Nittobo announcing price increases of...
Monday 2 June 2025
Wolfspeed's missteps fuel decline as China closes silicon carbide gap
Wolfspeed, once the dominant supplier of silicon carbide (SiC) materials, is now grappling with financial distress as its market lead continues to erode. Just five years ago, the...
Monday 2 June 2025
Novatek leans into 6nm ASICs while tariff clouds second-half visibility
Novatek Microelectronics Corp., a top display driver IC supplier, reported no surprises at its annual shareholder meeting. Vice Chairman and President Steve Wang said the company's...