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Friday 26 December 2025
Honey Hope Honesty expects growing demand for high-end MLCCs driven by AI infrastructure in 2025 and 2026
Electronic component distributor Honey Hope Honesty anticipates significant growth in sales of high-end multilayer ceramic capacitors (MLCCs) fueled by rising demand from AI servers...
Friday 26 December 2025
Nvidia Groq partnership signals shift toward specialized inference chips as AI workloads scale
Nvidia is set to include innovations from Groq, an AI inference chip startup, into its product ecosystem by the end of 2025, responding to an expected surge in AI inference demand...
Friday 26 December 2025
AI data center boom deepens reliance on Chinese components despite supply chain shifts
Rising global investment in artificial intelligence is accelerating data center construction. This is intensifying demand for power, cooling, and energy storage equipment, reinforcing...
Friday 26 December 2025
Fuel cells ramp up to meet surging AI power demand
Solid oxide fuel cells (SOFCs) are drawing significant attention because of their flexible and rapid deployment capabilities as AI's electricity demand continues to skyrocket. Kaori...
Wednesday 24 December 2025
Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand...
Wednesday 24 December 2025
TSMC's N-2 restrictions hand Samsung US advanced chip opening
Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia...
Wednesday 24 December 2025
Taiwan remains key AI and semiconductor hub in new digital economy era
Deloitte Taiwan released a report on December 23, 2025, highlighting that AI has moved beyond proof of concept to large-scale commercial deployment, rapidly expanding across core...
Wednesday 24 December 2025
Taiwan cable maker rides US$3.7 billion grid overhaul wave with orders booked through 2028
Taiwanese cable giant Ta Tun Electric Wire and Cable (TEWC) held a pre-listing performance briefing on December 23, 2025, revealing that revenue for the first 11 months of 2025 reached...
Wednesday 24 December 2025
Taiwan's November export orders up nearly 40%, driven by US AI demand
Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1%...
Wednesday 24 December 2025
China's battery and energy storage firms lead, fueled by AI-driven power demand surge
The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage,...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...
Wednesday 24 December 2025
Malaysia's semiconductor packaging and testing industry gains momentum with Taiwanese investments
Malaysia's semiconductor packaging and testing sector is experiencing rapid growth driven by Taiwanese and other foreign investments, according to PwC Taiwan. The firm highlights...
Wednesday 24 December 2025
Taiwan advances 'dream memory' R&D beyond DRAM for AI era
Once a low-cost commodity underpinning global computing, dynamic random-access memory (DRAM) has become a strategic chokepoint as AI-driven demand reshapes supply chains. With prices...
Tuesday 23 December 2025
Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

Tuesday 23 December 2025
Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...