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Wednesday 26 November 2025
TEL absent from TSMC annual awards following 2nm leak incident
Tokyo Electron (TEL)—a long-time close partner of TSMC and a frequent awardee—did not appear on the chipmaker's 2025 Excellent Performance Awards list. The absence is...
Wednesday 26 November 2025
D-Link turns profitable with 9.3% revenue growth in 3Q25
Networking equipment maker D-Link posted consolidated revenue of NT$3.44 billion (US$109.58 million) for the third quarter of 2025, up 9.3% from the previous quarter. However, cumulative...
Wednesday 26 November 2025
Global data center AI chip packaging market forecast, 2024-2030
Technological Backbone and Future Platforms
Wednesday 26 November 2025
Exclusive: China's new 3D hybrid-bonded AI chip rivals Nvidia's 4nm class
China has applied disruptive innovation and a fully controllable domestic solution to break through compute bottlenecks, with chip performance now capable of surpassing constraints...
Tuesday 25 November 2025
Ubtech estimates 20-30% annual reduction in humanoid robot manufacturing
Chinese humanoid robot maker Ubtech Robotics said that in benefiting from China's manufacturing scale and supply chain advantages, the manufacturing cost of humanoid robots could...
Tuesday 25 November 2025
Commentary: Tariffs and policy hurdles stall energy storage growth in US and Taiwan
Taiwan's energy storage industry struggles with internal policy and structural issues, while the US faces supply chain disruptions and tariff uncertainties. Both markets encounter...
Monday 24 November 2025
Taiwan emerges as key alternative for US automakers accelerating China exit
Ongoing US-China tensions have sparked the most significant automotive supply chain shift in decades. Disruptions at semiconductor maker Nexperia have pushed US automakers to cut...
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
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...
Saturday 22 November 2025
Taiwan boosts drone industry with new chip subsidies and industrial park
Taiwan is stepping up efforts to expand its drone ecosystem as governments worldwide race to secure autonomous systems and related supply chains. The Executive Yuan and the National...
Friday 21 November 2025
OpenAI turns to Foxconn to build next-gen AI hardware in the US

Foxconn chairman Young Liu stated that the company would announce a collaboration with OpenAI at Hon Hai Tech Day (HHTD25). On the morning...

Friday 21 November 2025
Foxconn-Nvidia to build local AI compute center for SMEs
Foxconn, through its subsidiary Fortunebay Technology, plans to launch a 27-megawatt AI data center in the second half of 2026, deploying Nvidia GB300 AI servers to establish artificial...
Friday 21 November 2025
WinWay to build IC test factory in Arizona by 2026
Taiwan-based integrated circuit (IC) test solution provider WinWay is planning to establish a production facility in Arizona by 2026, a move that reflects shifting global strategies...
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...