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Thursday 30 October 2025
Texas Instruments sees 50% YoY data center growth amid signs of slower recovery
As US semiconductor companies race to expand domestic manufacturing capacity, Texas Instruments (TI) and Micron Technology are emerging as the most aggressive investors, committing...
Thursday 30 October 2025
Nexperia's export ban sparks Brazil auto shutdown fears
Brazil's government has warned of an impending semiconductor shortage that could halt car production within weeks, the latest fallout from the Dutch government's takeover of Chinese-owned...
Thursday 30 October 2025
Wistron, Nvidia bring digital twin manufacturing to the US AI supply chain
Taiwan's Wistron Corporation is investing US$761 million to build an AI supercomputing and smart manufacturing center in Texas, as the company deepens its role in the global artificial...
Thursday 30 October 2025
Pegatron eyes 1Q26 production launch for Texas plant with Nvidia GB300 servers
Pegatron has revealed progress on its US manufacturing expansion, announcing that its Texas factory is set to begin mass production in March 2026. The facility will produce Nvidia's...
Wednesday 29 October 2025
Samsung secures Tesla AI5 chip order as 3nm yield gains boost profit outlook
Samsung Electronics has secured the foundry order for Tesla's AI5 chip, following its earlier win of the next-generation AI6 chip contract. Some industry observers believe this reflects...
Wednesday 29 October 2025
LCD supply chain shift to Vietnam, but still lags behind China
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...
Wednesday 29 October 2025
AI server liquid cooling demand surges, heat dissipation firms race to expand capacity
Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers...
Wednesday 29 October 2025
Samsung to limit tri-fold smartphone launch to Asia, excludes US market
Samsung Electronics is reportedly preparing a limited release of its upcoming tri-fold smartphone in select markets, which include South Korea, China, and Taiwan. The US is expected...
Wednesday 29 October 2025
Foxconn expands US AI server buildout, joins Nvidia-Stellantis-Uber robotaxi effort

Hon Hai Technology Group (Foxconn) used this week's GTC event in Washington to highlight two fronts of collaboration with Nvidia: expanding...

Wednesday 29 October 2025
Jensen Huang hails AI as 'America's next Apollo moment,' unveils US-built Blackwell supercomputers

Nvidia CEO Jensen Huang declared that the US is entering "America's next Apollo moment," framing the rise of artificial intelligence...

Wednesday 29 October 2025
Samsung reorganizes memory line by accelerating HBM4 production at P4 plant
Samsung Electronics is transforming its Pyeongtaek Campus Line 4 (P4) in South Korea into a manufacturing base focusing on HBM4 production. Analysts indicate that Samsung is increasing...
Wednesday 29 October 2025
SK hynix Announces 3Q25 Financial Results

SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 24.4489 trillion won in revenues, 11.3834 trillion won in operating profit (with...

Tuesday 28 October 2025
Former TSMC SVP reportedly recruited by Intel to lead R&D division
Wei-Jen Lo, former senior vice president of Corporate Strategy Development at TSMC, who retired in July 2025, is reportedly being courted by Intel to head its R&D division. However,...
Tuesday 28 October 2025
UMT sees satellite order visibility improve, 4Q25 gross margin targets record high
High-frequency communication component manufacturer Universal Microwave Technology (UMT) has announced its operating results for the third quarter of 2025. The company reported NT$484...
Tuesday 28 October 2025
India shifts electronics focus from assembly to component manufacturing
India's electronics manufacturing industry is entering a new phase, moving beyond low-value assembly work toward domestic component production. Both government policies and corporate...