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    Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026
    1h 21min ago
    Memory prices surged 234%, raising alarms for South Korean and Chinese smartphone makers
    1h 21min ago
    DDR5 memory to become mainstream in 2026, driving new inductor demand
    1h 21min ago
    Baidu outlines five-year AI chip and supernode roadmap amid AI bubble concerns
    1h 22min ago
    SenseTime partners with Chinese chipmakers to expand AI presence in Middle East amid US-China tech rivalry
    1h 22min ago
    Mini LED TV market reshuffled: Chinese firms dominance force Korean players retreat
    1h 22min ago
    NEWS TAGGED CAPACITY
    Monday 20 October 2025
    Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks
    The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...
    Monday 20 October 2025
    Commentary: SEMICON West signals US chip surge, but Taiwan still runs the show
    SEMICON West 2025, held for the first time in Phoenix, Arizona, showcased unprecedented momentum in the local semiconductor industry driven by TSMC's massive investments. The collaborative...
    Monday 20 October 2025
    TSMC sees strong AI chip demand as GPU, ASIC orders surge
    All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...
    Friday 17 October 2025
    Taiwan PCB makers seize semiconductor opportunity amid load board shortage
    As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...
    Friday 17 October 2025
    TSMC deepens US footprint with advanced packaging expansion, eyes AI growth

    TSMC will build two advanced packaging plants in Arizona, part of a sweeping expansion to support soaring demand for AI chips and solidify...

    Thursday 16 October 2025
    TSMC tells clients to order early as downstream demand signals remain strong

    As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

    Thursday 16 October 2025
    TSMC 3Q25 earnings hit a record high with gross margin near 60%
    Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...
    Thursday 16 October 2025
    China's 10.5 generation panel depreciation to boost TV panel market dominance
    China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...
    Wednesday 15 October 2025
    China Mobile to fully adopt domestic AI chips by 2028
    China Mobile announced at its global partner conference in Guangzhou that it plans to exclusively use domestically produced chips across the country's largest artificial intelligence...
    Wednesday 15 October 2025
    LGES posts stronger-than-expected 3Q25 operating profit as energy storage growth offsets EV demand drop
    LG Energy Solution (LGES) reported preliminary financial results for the third quarter of 2025, posting an operating profit of KRW 601.3 billion (approx. US$423 million), up 34.1%...
    Wednesday 15 October 2025
    TSMC set to report strong results amid expanding AI chip demand and stable margins
    TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
    Wednesday 15 October 2025
    Taiwan's strained power grid fuels heavy electrical sector boom
    The global AI wave is driving rapid expansion of data centers worldwide, with server computing density and power consumption rising in tandem. According to the International Energy...
    Tuesday 14 October 2025
    OCP Summit: Microsoft expands AI infrastructure by 2 GW, cuts GPT-4 cost by 93%, and backs new power and cooling standards

    Microsoft is accelerating its transformation into what it calls "the world's AI supercomputer," revealing that it added 2 gigawatts of...

    Tuesday 14 October 2025
    Cerebras to establish AI computing infrastructure in UAE to support regional AI growth
    American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East,...
    Tuesday 14 October 2025
    Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
    As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
    6/40 pages
    Veeam Q4 VDC Content Syn
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Rising Bitcoin Swings Signal Shifting Priorities For Global Tech Markets
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