As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...
Demand for power management integrated circuits (PMICs) from Taiwanese manufacturers is showing signs of stabilization, particularly in cloud AI servers, industrial control, and automotive...
After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo,...
Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level...
China's Ministry of Commerce (MOFCOM) has tightened export controls on dual-use items to Japan, underscoring the growing strategic role of rare earth elements amid complex geopolitical...
China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are...
Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across...
As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X...
