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Monday 1 December 2025
Nittobo, Nan Ya Plastics join forces to meet AI glass-fiber fabric demand
The rapid rise of artificial intelligence (AI) applications has significantly boosted demand for specialized glass-fiber fabrics in recent years, creating a growing supply shortage...
Monday 1 December 2025
Shinkong’s new growth story starts with GPU packaging and e-paper
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese...
Monday 1 December 2025
Beijing’s new frontier for AI computing is 800 kilometers above Earth

As global demand for AI computing power surges, conventional ground-based data centers are increasingly constrained by limits in energy...

Monday 1 December 2025
December memory prices surge as the real crunch lies ahead
Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General...
Monday 1 December 2025
TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain
To support the semiconductor industry's net-zero emission goals, Taiwan Fertilizer (TFC) launched Taiwan's first certified blue ammonia in 2025, beginning sales in the second half...
Monday 1 December 2025
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover...
Monday 1 December 2025
Nvidia and Apple compete for TSMC capacity, targeting A16 and A14 nodes
Driven by strong AI demand, TSMC continues to expand its advanced process capacity. To meet long-term needs from customers like Nvidia, TSMC is not only ramping up 3nm production...
Monday 1 December 2025
Jensen Huang visits Taiwan and refutes ODM capacity concerns
Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving...
Saturday 29 November 2025
Tech giants lead energy self-sufficiency push
As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the...
Saturday 29 November 2025
Taiwan's TCC accelerates expansion abroad as the Chinese market stumbles

China's industrial overcapacity and a prolonged real estate slump continue to weigh on cement demand across both sides of the Taiwan...

Saturday 29 November 2025
Taiwan left out of supercapacitors while AI server capacitor boom builds
As the surge in AI compute drives a shift in data-center power design, backup battery units (BBUs) have secured adoption from at least three cloud service providers, boosting their...
Saturday 29 November 2025
Taiwan optics firms shift to AR glasses as China cuts costs
Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper,...
Friday 28 November 2025
Google's TPU shakes up ASIC market, challenging Nvidia's lead
Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...
Friday 28 November 2025
Daikin targets AI cooling boom with plan to triple North America revenue
Daikin Industries said at a 27 November briefing in Osaka that soaring server-cooling demand from the rapid uptake of generative AI has led the company to target over JPY300 billion...
Friday 28 November 2025
Samsung Display cautious on OLEDoS ramp as yields stay low
Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...