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Friday 17 October 2025

AI expansion pushes HBM market towards $100 billion by 2028

As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...

Friday 17 October 2025

Vivo bets on dual AI strategy with new global phone launch

Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system,...

Thursday 16 October 2025

TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026

TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...

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

DRAM price surge shows no end, Innodisk chairman says there are surprises every month

Industrial memory module maker Innodisk has seen monthly growth in 2025 operations as AI demand explodes, causing severe DDR4 shortages and a persistent supply crunch. Chairman Chuan-Sheng...

Thursday 16 October 2025

AI drives Southern Taiwan Science Park revenue to near NT$2 trillion

Southern Taiwan Science Park (STSP) has posted an impressive revenue performance for January to August 2025, driven by the global AI boom. Almost breaking NT$2 trillion at NT$1.828...

Thursday 16 October 2025

HPE posts record quarterly revenue but sees sharp profit decline

Hewlett Packard Enterprise (HPE) posted record revenue but weaker margins in its fiscal third quarter of 2025, reflecting both the strength of AI infrastructure demand and the costs...

Thursday 16 October 2025

ASML sees continued growth in EUV demand, confident in High NA progress

ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...

Thursday 16 October 2025

Fortune Electric secures second phase of Stargate orders, US market share expected to rise

Fortune Electric, the first Taiwanese company to receive US Stargate project orders, is negotiating its second phase, with results due by year-end. With booming AI infrastructure,...

Thursday 16 October 2025

ASML expects China sales to normalize after exceptional growth cycle

ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...

Thursday 16 October 2025

ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch

ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...

Thursday 16 October 2025

ASML signals stable 2025 sales outlook as China demand expected to cool

ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...

Thursday 16 October 2025

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025

Samsung, SK Hynix gear up for memory demand driven by US$500B Stargate plan

South Korea's semiconductor industry anticipates that OpenAI's large-scale high-bandwidth memory (HBM) supply requirements will accelerate production expansion at Samsung Electronics...

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Oct 2, 10:32

SK Group partners with OpenAI to advance global AI infrastructure

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