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Wednesday 19 November 2025
Hygon steps deeper into China's AI-compute core with rising DCU adoption and a key processor upgrade

Hygon Information Technology delivered another solid revenue quarter but noted that profit growth slowed due to higher R&D spending...

Wednesday 19 November 2025
SMIC resurges in memory and controller orders amid deepening AI-era crunch
The global semiconductor sector is at a critical juncture as demand for AI servers and high-performance computing (HPC) accelerates. A structural memory shortage is emerging across...
Wednesday 19 November 2025
Santa Clara data centers remain idle due to local power shortages despite completion
Two newly constructed data centers in Santa Clara, California, have yet to begin operations because of insufficient power supply from the local grid. The facilities, developed by...
Wednesday 19 November 2025
AMD targets 50% of server CPU market, extending its comeback against Intel

Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away...

Wednesday 19 November 2025
Xiaomi posts first EV profit in Q3, setting records as China’s price war nears
Xiaomi reported a sharp rise in net income for the third quarter of 2025, supported by strong momentum in its electric vehicle business and solid demand for its IoT and lifestyle...
Wednesday 19 November 2025
Silergy targets 40-50% growth in automotive revenue by 2026
Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties,...
Wednesday 19 November 2025
South Korea risks losing edge to China in all key exports by 2030, survey shows
South Korea's memory chip industry is enjoying its strongest upturn in years, with soaring demand for high-bandwidth memory and AI-related DRAM pushing inventories at Samsung Electronics...
Tuesday 18 November 2025
Lagis opens second plant with triple capacity, targets own-brand and OEM growth
Taiwan's minimally invasive surgical device maker Lagis Enterprise has completed its second factory, three times the size of its original facility. Chairman Cheng-hung Chen said the...
Tuesday 18 November 2025
South Korea solar growth lags government target; agrivoltaics seen as key solution
South Korea is seeking to expand renewable energy capacity to 100GW by 2030 as part of its accelerated decarbonization plans, with solar power positioned as a central pillar. Yet...
Tuesday 18 November 2025
Why China's AI boom now favors power systems over silicon
China's AI boom is entering a new phase as investors shift from high-valuation chip and pure-AI stocks to the infrastructure that keeps AI running, namely power, metals, cooling,...
Tuesday 18 November 2025
Taiwan connector maker Simula forecasts strong 2026 on cloud, drone, robotics, and EV demand surge
Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported...
Tuesday 18 November 2025
Samsung, SK Hynix inventory drop signals AI memory supercycle
South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
Tuesday 18 November 2025
Dynamic Holding plans major expansion to tap AI demand in networking and server markets
Dynamic Holding, a leading producer of automotive printed circuit boards (PCBs), is gearing up for a surge in artificial intelligence (AI) computing demand from application-specific...
Tuesday 18 November 2025
OSE plans price hikes and capacity expansion as memory market tightens
Orient Semiconductor Electronics (OSE) said the global memory industry has shifted decisively into a "seller's market," prompting the company to pass higher costs to customers and...
Tuesday 18 November 2025
South Korea's OLED giants forecast a strong 2025 on rising TV and monitor demand

The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both...