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Global server shipment forecast, 2026 and beyond

OCP Summit: Arm redefines AI infrastructure with open chiplet collab

OCP Summit: Foxconn Interconnect Technology showcases high-speed and cooling innovations

OCT

15

2025

Exclusive interview: Satellite pact between Taiwan and UK sets stage for deeper aerospace ties

Subsidiary of China's SiCarrier launches home-grown EDA software at SEMiBAY 2025

Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI market

Beijing rallies support for Wingtech as subsidiary Nexperia faces dual sanctions from US and China

Nvidia set to overtake Apple as TSMC's biggest customer in 2025

Exclusive: Arizona Commerce Authority President says state is ready for semiconductor growth

OCP Summit: Meta warns power scarcity threatens AI scaling ambitions

SiCarrier targets process and measurement tools amid push for local chip equipment

TSMC set to report strong results amid expanding AI chip demand and stable margins

Vivo leads trend to integrate teleconverter lenses in flagship smartphones, with Oppo set to follow

Commentary: Lip-Bu Tan's AI and openness strategy to reinvent new Intel

Dell highlights role of open collaboration in scaling AI data center infrastructure

Samsung's rebound sparks optimism across South Korean semiconductor supply chain

OCP Summit: AI data centers embrace high-voltage power and liquid cooling

GM and Ford forced to scrap EV incentive plans after Capitol Hill pushback

Egis Technology subsidiary invests in Appro Photoelectron to advance AI vision solutions

Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster

Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation

Taiwan's strained power grid fuels heavy electrical sector boom

MediaTek, Samsung and others boost Vivo X300 to redefine flagship specs

Rare earth export controls hit VCM supply chain

China's lithium battery export controls set to disrupt NB supply chain

BTL Group expands AI server testing, cybersecurity certification capacity

Samsung Semiconductor reshapes strategy from memory to foundry

Taiwan's TASA teams up with Japan's ispace for lunar payload mission

Apacer partners with IRIS Optronics to power Japan's green transformation

Pegatron showcases next-gen AI and HPC server platforms at OCP Global Summit 2025

Graphcore to invest GBP1 billion in Bengaluru AI engineering campus, creating 500 semiconductor jobs

Tata Electronics reportedly to acquire China-based Justech Precision's India arm for nearly US$100 million

OCT

14

2025

Nexperia becomes the latest casualty of tech geopolitics

Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership

Supermicro says soaring GPU power demands are forcing shift to rack-scale AI standardization

Oracle outlines zettascale AI ambitions, urges open standards to support gigawatt-scale data centers

China's Ministry of Commerce vows to 'fight to the end' as hawks rise before 4th plenum

Beyond the rack: how OCP is wiring the world for AI

Inside Google's plan to make data centers as adaptive as AI itself

OCP 2025: BizLink's strategic play for AI infrastructure leadership

Foxconn partners with Nvidia to deploy 800V DC architecture

Microsoft expands AI infrastructure by 2 GW, cuts GPT-4 cost by 93%, and backs new OCP power and cooling standards

Apple unveils iPhone Air preorder date in China and launches CNY10 billion renewable energy fund

AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale

China's rare earth clampdown risks jeopardizing Taiwan's drone expansion

China raises rare-earth prices 37%, tightens export controls on global tech

Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks

Cerebras to establish AI computing infrastructure in UAE to support regional AI growth

Commentary: China weaponizes rare earth dominance, global tech to pay the price

Taiwan's drone boom hits US tech monopoly wall

China's EV fleets dominate as Europe struggles with mandates

EU plans mandatory EV quotas for corporate fleets, pressuring carmakers

OCP Global Summit deepens AI focus with AMD, Arm, and Nvidia joining board

SK Hynix's US$3.87 billion Indiana plant sparks safety backlash

China expands rare earth export controls to midstream and end products

China expands lithium battery export curbs, deepening global supply risks

Taiwanese robotics firms break records in AI automation boom

Lynas and Noveon sign MOU to develop US rare earth magnet supply chain

US economic growth in early 2025 driven largely by AI data centers and IT investments

Alcor Micro unveils latest Arm CPU platform for AI and HPC servers at OCP Global Summit 2025

Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman

Chinese-owned chipmaker Nexperia caught in G2 tech crossfire

Indian PM meets Qualcomm CEO to discuss AI, semiconductors, and 6G development

Intel's Panther Lake chips enter production, anchoring AI ambitions in the US

Foxconn to expand investment in Tamil Nadu for AI-led advanced manufacturing, says Indian official

A steady quarter for MediaTek, before the chill of winter demand

Samsung expected to post strongest profit in over three years on AI-driven chip demand

OpenAI, Broadcom team up on 10GW AI accelerator project

Taiwanese supply chain leader goes all-in on US chip boom

OpenAI's Sora faces backlash over deepfakes, copyright, and mission drift

Chinese memory module makers carve up smartphone market with local alliances

Skepticism clouds Anthropic's AI future despite strong enterprise ties

SAS integrates semiconductor and renewable energy chains to boost long-term growth

China's rare earth exports plunge 30% in September amid tighter controls

YS Tech opens new Taiwan plant to boost AI server cooling capacity

Ubiqconn Technology posts 20% revenue growth in September, driven by maritime, smart mobility

OCT

13

2025

Fatal Xiaomi SU7 crash in Chengdu reignites safety concerns over electronic door design

Closed-loop AI frameworks may help enterprises address trust barriers in GenAI adoption, says research firm

Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung

Smart meter and cable sales drive Tatung September revenue up 8.6% YoY

South Korean panel makers lead surge in monitor OLED shipments for 2025

With Roi acquisition, OpenAI moves deeper into personalized consumer AI

Twoway Communications' AIoT revenue hits 50% with five-year order pipeline

Doosan eyes SK Siltron acquisition to expand semiconductor ecosystem

E-paper industry gains momentum as E Ink and Netronix capitalize on color display demand

Lianyou Metals gains from rising rare metal prices and technical edge in recycling

Russia unveils 10-year roadmap for EUV lithography development

Niching sustains growth momentum in heat spreaders and IC substrates amid AI server and auto electronics demand

Coretronic expects 10% drop in October shipments amid China holiday impact

IISI eyes strong 4Q25 on public sector and smart city growth

Pegatron's iPhone 17 shipments boost September revenue past NT$100 billion

China's market regulation agency investigates Qualcomm after Anti-Monopoly Law violation

Panel leaders post slight revenue growth in 3Q25 despite weak outlook

Philippine energy transition sparks surge in Taiwan supply chain opportunities

Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter

Singapore's Megaspeed faces US and local probes over alleged Nvidia chip diversion to China

Adata partners with Giga Computing and FADU to launch enterprise SSDs for AI servers

Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?

China's golden week holiday boosts travel, but electronics sales stall

Amkor increases Arizona investment to US$7 billion, highlights TSMC's impact

China sees new smartphone launches spur by holiday season amid market recovery

China's rare earth export ban broadens; US vows strong retaliation

Netherlands seizes control of Nexperia, deepening Europe-China tech rift

Smartphones and robots push Largan towards new optical frontiers

Samsung and SK Hynix drive next memory super cycle

Nvidia GB300 powers strong 4Q25 momentum for server supply chain

Weekly news roundup: China pushes DUV breakthroughs, Intel and AMD weigh partnership, Arm CEO reflects on Nvidia's strategic pivot

Geopolitics and protectionism test China's auto dominance in Russia

Phison Electronics posts strong September profits as NAND supply-demand imbalance emerges

Smart Robot SIG joins 60+ Taiwan companies for application-driven development

TV panel area growth set to slow as screen sizes hit limits

Autopass unveils standardized platform to streamline EV charging in Taiwan

Research insight: How agentic AI is driving the next phase of automotive innovation

OpenAI's South Korean partnerships raise questions over spending sustainability

MPI acquires Germany's ATV to expand precision measurement services in Europe

India roundup: AI firms accelerate R&D expansion in India

OCT

12

2025

Inside Tesla's plan to rewire itself for AI future

OCT

11

2025

Analysis: Larry Ellison overtakes Musk as world's richest man

Tainan pitches semiconductor heartland to Nvidia for Taiwan HQ

Samsung to join Nvidia supply chain with HBM3E for GB300, shaking up market dynamics

Nemstek targets semiconductor market growth with listing planned for November

Trump's 100% tariff on China jolts global chip supply chain

Intel's Arizona Fab 52 begins production in major advance for US-based chip manufacturing

Intel showcases 18A process at Fab 52 in Arizona

OCT

10

2025

Beijing targets Qualcomm and TechInsights in widening tech crackdown

How a misread partnership exposed Nissan’s deeper uncertainties

SEMICON West 2025: Chip leaders urge policy stability to counter China

New H-1B fee surge forces Indian tech firms to rethink global workforce plans

China's top-four TV brands dominate 90% of surging miniLED market

FuriosaAI leads South Korea's physical AI push

First of Taiwan's FORMOSAT-8 satellite heads to the US for launch into orbit

OCT

9

2025

Applied Materials advances AI chip performance with hybrid bonding and e-beam metrology

TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand

US expands export controls, citing Chinese firms' support for Hamas and Houthis

Foxconn walks away from Nissan factory deal amid stalled talks

NSTC gathers global experts to explore future of humanoid robots

Semicon West relocation doubles attendance as US chip investment surges

Nan Pao eyes high growth in semiconductor and optical adhesives, targets record 2025 revenue

AI surge drives new era in sealed, corrosion-resistant connector design

Commentary: China's TGV ambitions face an uphill battle

China tightens rare earth export controls with new ban on overseas assistance

LG strengthens SDV footprint with top global automakers

Asustek eyes to double current PC sales in India by 2030

GSEO September revenue rises on seasonal demand; 4Q25 hinges on new device sales

OpenAI's Sora app tops iPhone downloads amid deepfake concerns and revised usage policies

Phoenix Silicon International expands wafer production capacity with new FAB3B facility

Taiwan launches smart robotics SIG, backed by Asustek, industry leaders

Beijing tightens tech controls, linking rare earths to AI and national security

Taiwanese firms set to revamp HR deployment as US, Thailand tighten expat rules

Glass substrate TGV: China's edge to capture AI HPC packaging

Tesla simplifies EV lineup with 'Standard': a strategic pause before the next leap

Memory module makers halt consumer DRAM price quoting during China's National Day holiday

Taiwan pushes ahead with InnoTech Expo 2025 amid US chip tariff threat

Lessons Taiwan should learn from China's involution

Parallel development key to meet surging AI packaging demand, says TSMC Advanced Packaging Division VP

Nvidia's Taiwan headquarters plan hits land hurdles, but government pledges support

GLT shutters China plant, eyes Vietnam trial and biomedical expansion

Speed vs. strategy: the diverging paths of Tesla and China's EV makers

Hushan and Tong Yang see revenue rise as global AM car parts demand stays strong

Cisco launches new router and chip to link AI data centers across long distances

HPE sees rising AI demand in Taiwan and Hong Kong, targets enterprise support with Juniper acquisition

Lite-On Technology posts strong September revenue driven by cloud and server systems

Taiwan's ODMs report strong revenue growth fueled by AI server demand in 3Q25

OpenAI shifts focus from general AI to commercial applications at DevDay

Nvidia rival reportedly plans US$1.3B investment and new research hub in India

Taiwan tech giants venture into space with govt-backed LEO satellites

Taiwan's semiconductor playbook finds new home in Arizona

Taiwan's drone maker eyes DJI throne as US$1.6 billion military contract looms

GenAI's great divide: Consumers embrace while enterprises retreat

South Korea's physical AI push aims to dominate industrial robotics

Quantum computing pioneers win Nobel Prize in Physics

AI arms race fuels memory chip demand, DRAM bull market begins

Anthropic expands operations to India, setting up Bengaluru office in 2026

SoftBank acquires ABB robotics business, targets AI-driven industrial growth

China's humanoid robot industry grows, but core processors remain foreign-controlled

NPUs aren't enough: AI devices need heterogeneous computing