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Friday 5 December 2025
UMC expands US supply chain with 8-inch wafer MOU with Polar Semiconductor
UMC has finalized plans to invest in the US semiconductor manufacturing sector by signing a memorandum of understanding (MOU) with American foundry Polar Semiconductor on December...
Friday 5 December 2025
Samsung to command the AI inference market with GDDR7
Samsung Electronics' latest-generation GDDR7 has received the 2025 Korea Technology Awards Presidential Award, and its importance is growing as Nvidia adopts the memory for AI inference...
Friday 5 December 2025
China's rare-metal clamp creates a tungsten void; Lianyou builds high-value lines to capture demand
China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand...
Friday 5 December 2025
Taipower's energy trading platform surpasses 1,650 MW in storage capacity
Taiwan Power Company (Taipower) has sought to integrate private-sector energy storage and generation facilities into the energy transition process since the launch of its electricity...
Friday 5 December 2025
Lingsen rides AI-driven memory test surge, expanding capacity and adjusting prices
Taiwan's dedicated chip backend house Lingsen Precision Industries is stepping up capacity expansion and price adjustments as AI-fueled demand for memory chip testing accelerates...
Thursday 4 December 2025
Tong Yang sees 1% revenue rise in November; new plant to finish by end of 2026
Tong Yang reported consolidated self-declared revenue of NT$2.218 billion (approx. US$70.9 million) for November 2025, up 1% from October and marking the highest monthly figure in...
Thursday 4 December 2025
Samsung reportedly wins majority of Nvidia's 2026 SOCAMM2 supply

Samsung Electronics is reportedly on track to supply more than half of Nvidia's next-generation System on CAMM (SOCAMM2) memory modules...

Thursday 4 December 2025
Samsung and SK Hynix align 2026 DRAM strategies
Samsung Electronics and SK Hynix reportedly both plan to raise their DRAM production growth targets for 2026. Samsung is focusing on standard DRAM such as DDR5, LPDDR5X, and GDDR7,...
Thursday 4 December 2025
Tech Forum 2026: Smartphone outlook slips into decline with CXMT DDR5 yields set to decide supply
At the DIGITIMES Tech Forum 2026, DIGITIMES senior analyst Luke Lin said the smartphone market, previously expected to rebound in 2026, is now projected to contract after a sharp...
Thursday 4 December 2025
IT panel makers lock prices as memory prices surge
IT demand has entered the fourth quarter off-season, but panel makers are coping by balancing supply and demand. AI demand has driven up prices for upstream materials such as memory,...
Thursday 4 December 2025
PC makers face 20% price hikes amid worsening memory shortage
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware,...
Thursday 4 December 2025
Commentary: Why Onsemi, STMicro, and Nvidia are all converging on Innoscience's GaN factory floor
Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi...
Thursday 4 December 2025
Micron to exit consumer business as AI reshapes global memory demand
Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
Wednesday 3 December 2025
Supply chain strains mount as Europe's carmakers lag in electrification and software
The global wave of automotive electronics and electrification was supposed to be Europe's biggest opportunity for reinvention in a century. Instead, sluggish transformation and geopolitical...
Wednesday 3 December 2025
Memory spot prices surged as Samsung's RDIMM limitedly ease supply in late 4Q25
Global memory capacity remained tight with strong demand pushing DRAM and NAND flash spot prices sharply higher in November. Samsung Electronics planned to moderately release RDIMM...