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Monday 28 April 2025
Nvidia scraps modular GB300 redesign to fast-track production

Server suppliers confirm GB300 will retain the GB200's Bianca architecture, abandoning a planned redesign that promised expanded business...

Monday 28 April 2025
FOPLP vs. CoPoS: Two rising formats in panel-level chip packaging

As the demand for advanced packaging technologies like CoWoS (Chip-on-Wafer-on-Substrate) continues to outpace supply, the semiconductor...

Monday 28 April 2025
Taiwan microLED suppliers gear up as global panel makers begin mass production
Taiwan's microLED equipment manufacturers are positioning for explosive growth as major panel makers worldwide begin constructing production capacity for mass manufacturing. PlayNitride...
Sunday 27 April 2025
AmTRAN Technology faces 30% US export share amid Trump tariffs, plans strategic responses
AmTRAN Technology's shipments to the US constitute about 30% of its revenue. The company is presently benefiting from a temporary 90-day suspension of reciprocal tariffs, with only...
Saturday 26 April 2025
Adata and Giga Computing join forces to build server production in Brazil

Memory module manufacturer Adata Technology has announced a strategic partnership with Giga Computing, a subsidiary of Gigabyte Technology,...

Saturday 26 April 2025
US tariffs hit Malaysia’s solar exports
The US has imposed sweeping new tariffs on solar products from four Southeast Asian countries, raising concerns among Malaysian manufacturers over the impact on their operations and...
Friday 25 April 2025
GB300 system vendors' shipments remain unaffected despite reports on initial design changes
Despite numerous headwinds currently facing the AI industry outlook, it is undeniable that the AI sector—especially AI servers—will continue to be a cornerstone of Taiwan's...
Friday 25 April 2025
AI lifts Taiwan's substrate leaders: 2025 supply crunch nears resolution
Soaring demand for AI servers has propelled Taiwan's ABF substrate leaders—Unimicron Technology, Kinsus Interconnect Technology, and Nan Ya PCB—to double-digit annual...
Friday 25 April 2025
Apple suppliers reportedly use shell companies in Southeast Asia to bypass China's export curbs against India
Apple's efforts to reduce its reliance on China are facing pushback from Beijing, according to a report by The Information. In early 2025, Chinese authorities reportedly...
Friday 25 April 2025
Sony exits 8K TV market; why Samsung continues its technology investment
With Sony exiting the 8K television (TV) market, industry attention has turned to whether Samsung Electronics' high-end TV strategy will also undergo changes.
Friday 25 April 2025
Navigating ambiguity: industry adopts wait-and-see approach on US policies

As the US continues to recalibrate its trade policy toward China, Taiwanese technology suppliers find themselves caught in a state of...

Friday 25 April 2025
JEDEC bends rules—Samsung, SK Hynix charge ahead in AI memory war
JEDEC has relaxed the height specification for sixth-generation high bandwidth memory (HBM4), clearing a key obstacle for South Korean memory leaders Samsung Electronics and SK Hynix...
Friday 25 April 2025
NB Industry accelerates global shift despite US overtures to China
Despite recent softening in rhetoric from President Trump and the US Treasury Secretary toward China, American diplomatic overtures have done little to slow the exodus of NB brands...
Friday 25 April 2025
Intel to continue boosting in-house chip production, braces for tariff impacts
In the latest earnings call, Intel elaborated on its latest aggressive cust-cutting measures. Tariff risks threaten gross margins, exacerbated by the shift to lower-margin Lunar Lake...
Friday 25 April 2025
Tariffs shadow over NAND: Phison turns cautious, prices rise
In response to potential tariff changes, Taiwanese companies in the industrial computer (IPC) sector are adjusting their strategies. As the US introduced a 90-day tariff exemption...