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Monday 24 November 2025
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Despite Nvidia's strong third quarter of fiscal 2026 performance, surpassing forecasts for 12 consecutive quarters, global market concerns over AI remain. According to supply chain...
Monday 24 November 2025
Exclusive: Lenovo stays insulated from DRAM crunch with Samsung ties, China supply priority
The memory shortage is rippling through the PC supply chain, prompting vendors to scramble for DRAM allocations at upstream suppliers. Industry sources say senior Asus executives...
Monday 24 November 2025
SK On swaps shares with EVE Energy to restructure joint ventures in China
South Korean battery maker SK On has restructured its investment portfolio by exchanging shares with Chinese battery firm EVE Energy, resulting in SK On acquiring full ownership of...
Monday 24 November 2025
Intel's EMIB becomes potential alternative to TSMC's CoWoS
TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...
Monday 24 November 2025
Nvidia’s AI lead looks secure for the next five years—bubble or not
Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that...
Monday 24 November 2025
Microsoft taps cloud veteran to map the economics of its AI future
Microsoft is making strategic shifts in response to the AI revolution by appointing Rolf Harms, a key architect of its cloud transformation, as an AI economic strategy advisor. The...
Monday 24 November 2025
Display demand is rising—but OLED’s climb puts LCD makers on edge
The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...
Monday 24 November 2025
NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these...
Monday 24 November 2025
India roundup: Fujifilm to build semiconductor materials factory in India, targeting regional exports

Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs...

Monday 24 November 2025
CMC readies Taiwan launch of next-gen XForce SUV, ET35 double-cab commercial vehicle

CMC, a Yulon Group subsidiary, detailed its 2026 product and market roadmaps during an online investor briefing on November 20, outlining...

Monday 24 November 2025
Handa Pharmaceuticals aims for annual new drug launches with dual growth engines
Handa Pharmaceuticals is pursuing a dual-engine strategy focusing on the development of high-barrier/patentable generics and 505(b)(2) new drugs. From its base in the Southern Taiwan...
Sunday 23 November 2025
Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed...
Saturday 22 November 2025
Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026
Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around...
Saturday 22 November 2025
South Korea's KT Sat calls for a national sovereign network amid megaconstellation dominance
As control of the low-Earth-orbit satellite market consolidates among a small number of global operators, KT Group's satellite arm, KT Sat, has issued a warning that South Korea must...
Friday 21 November 2025
US moves to bar CHIPS Act recipients from purchasing Chinese chipmaking equipment for 10 years
US lawmakers are advancing bipartisan legislation to prohibit companies receiving federal semiconductor subsidies from purchasing chipmaking equipment manufactured in China for the...