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Friday 14 November 2025
Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
Friday 14 November 2025
Baidu sets a new Kunlun chip trajectory as chair questions the AI boom
Baidu used its World 2025 conference on November 13, 2025, to reset its long-term AI strategy, with founder and chairman Robin Li and EVP Shen Dou detailing how the company plans...
Friday 14 November 2025
SK Key Foundry to launch SiC power chips production in 1H26, targeting EV and energy markets
SK Hynix's 8-inch wafer subsidiary, SK Key Foundry, announced plans to launch its silicon carbide (SiC) compound power semiconductor business in the first half of 2026.
Friday 14 November 2025
China's AI silicon enters the Gulf with SenseTime at the helm
President Donald Trump's mid-May visit to Saudi Arabia, Qatar, and the UAE, joined by Nvidia's Jensen Huang and AMD's Lisa Su, sparked renewed investment interest across the Middle...
Friday 14 November 2025
DDR5 becomes 2026 standard, and power-control overhaul lifts passive component market
The memory market's ongoing shortage-and-price surge continues to accelerate, lifting the broader sector and boosting earnings for DRAM manufacturers, module suppliers, memory packaging...
Friday 14 November 2025
Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat
Market researchers now expect Mini LED televisions to ship at nearly twice the volume of OLED sets in 2025 — roughly 1.8 times as many — marking a decisive shift in the...
Friday 14 November 2025
HBM's breakneck rise is draining DRAM supply, repricing the smartphone sector
The global AI boom is driving up smartphone and tablet production costs, as memory suppliers divert more capacity toward high-bandwidth memory (HBM) for AI accelerators. Samsung Electronics...
Friday 14 November 2025
Samsung expected to dominate HBM4 market as prices snap back
Samsung Electronics is poised for a commanding performance in the advanced memory sector, with analysts forecasting the tech giant could seize 40 percent of the lucrative HBM4 market...
Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
Friday 14 November 2025
China's Moonshot AI claims new model rivals GPT-5 despite GPU shortfall
China's Moonshot AI has launched its Kimi K2 Thinking model, which tops OpenAI's GPT-5 in multiple reasoning and coding tests while delivering lower training costs and full commercial...
Friday 14 November 2025
ADATA sets new quarterly profit records amid strong memory market demand
ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...
Thursday 13 November 2025
Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...
Thursday 13 November 2025
Hiwin eyes 2026 growth driven by semiconductor and robotics
Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on...
Thursday 13 November 2025
GIS bets on OLED and optics as the display industry shifts to high-end applications
The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution...
Thursday 13 November 2025
BenQ Medical eyes 2026 growth with 3 key product lines, targets China surgical robot market
BenQ Medical Technology, a subsidiary of Qisda Corporation, remained profitable through the first three quarters of 2025. The company's president, Michael Guan, said BenQ Medical...