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Wednesday 24 December 2025
U.D. Electronic forecasts growth in 2026 as new Vietnam plant and acquisition take effect
Connector maker U.D. Electronic revealed at an investor briefing on March 23, 2025, that it expects significant growth momentum in 2026, driven by the commissioning of its Vietnam...
Wednesday 24 December 2025
TSMC's N-2 restrictions hand Samsung US advanced chip opening
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia...
Wednesday 24 December 2025
TSMC Nanjing in no danger of operation disruption, says branch head
As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market.
Wednesday 24 December 2025
Exclusive: Samsung slows DDR4 phase-out, reportedly requires NCNR contracts for server customers
Memory giant Samsung Electronics is slowing its planned DDR4 DRAM production phase-out in the fourth quarter of 2025 amid surging market prices and tightening supply. Sources say...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...
Wednesday 24 December 2025
Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns
In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations...
Tuesday 23 December 2025
Chinsan eyes stronger cloud server demand in 2026 with BBU supply
Chinsan, a Taiwanese aluminum capacitor manufacturer, held an in-person investor briefing on December 22, 2025. General manager Ching-Hsin Chiang said that growth momentum in the...
Tuesday 23 December 2025
Moore Threads takes on CUDA with MUSA as China's GPU race shifts to developer ecosystems
Competition in the GPU industry ultimately comes down to developer ecosystems. Against that backdrop, Moore Threads' inaugural MUSA Developer Conference (MDC 2025) on December 20-21...
Tuesday 23 December 2025
Nexperia's China unit secures local wafer supply under governance dispute
The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026,...
Monday 22 December 2025
King Yuan Electronics ramps up expansion in Singapore amid AI chip testing surge
King Yuan Electronics (KYEC) is accelerating its expansion efforts in Taiwan and Singapore to address rising demand for AI chip testing services. The Taiwanese testing and assembly...
Monday 22 December 2025
TSMC's CoPoS equipment set for mid-2026; overseas suppliers shake up Taiwan firms
Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements,...
Monday 22 December 2025
Memory price spike pressures consumer tech as AI absorbs supply
Rising memory chip prices are unlikely to slow the world's largest technology companies as they accelerate investment in artificial intelligence computing, but the surge risks squeezing...
Monday 22 December 2025
Wistron invests US$683M to expand AI server capacity, backs US cloud startup
Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and...
Monday 22 December 2025
Memory supercycle exposes T-Glass constraint, tightening BT substrate supply
As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...
Monday 22 December 2025
Apaq Technology sees strong growth in solid capacitors driven by AI demand
Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin...