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Tuesday 25 November 2025
Innodisk says flash price surge accelerates in 4Q25
As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications...
Tuesday 25 November 2025
Ta Ya Electric sees 3.4% revenue increase in first three quarters of 2025
Ta Ya Electric reported a 3.4% rise in consolidated revenue to NT$22.995 billion (US$731 million) for the first three quarters of 2025, driven primarily by strong demand for electric...
Tuesday 25 November 2025
MediaTek and Qualcomm face 2nm, memory cost pressures driving flagship SoC price hikes
Leading smartphone chip designers Qualcomm and MediaTek are reportedly set to increase prices for their 2026 flagship mobile SoCs due to dual pressures from advanced wafer foundry...
Tuesday 25 November 2025
ASE commits US$133 million to new Taiwan packaging plants to meet AI chip demand
ASE Technology Holding announced it will invest more than NT$4.2 billion (US$133.67 million) to acquire a new factory in the Zhongli District of Taoyuan, Taiwan, and simultaneously...
Tuesday 25 November 2025
DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments

Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices...

Tuesday 25 November 2025
Amazon announces up to US$50 billion investment to expand AI and supercomputing for US government customers
Amazon has announced an investment of up to US$50 billion to expand artificial intelligence (AI) and supercomputing capabilities for Amazon Web Services' (AWS) US government customers...
Tuesday 25 November 2025
Taiwanese MEMS probe card makers to double capacity in 2026
The growing adoption of advanced processes below 3nm for AI GPUs and AI ASIC chips is driving a surge in test points and shrinking pitch sizes during the chip probing (CP) stage....
Tuesday 25 November 2025
TCS, TPG partner on US$2 billion HyperVault expansion amid India AI data center boom
Tata Consultancy Services (TCS) has entered a strategic partnership with global investment firm TPG to expand its AI data center business, HyperVault, at a time when global interest...
Tuesday 25 November 2025
Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply
Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services,...
Monday 24 November 2025
Samsung reportedly converts NAND lines to DRAM to meet surging AI memory demand
Samsung Electronics is reportedly preparing to convert portions of its NAND flash production lines in Pyeongtaek and Hwaseong into DRAM facilities as the company races to meet surging...
Monday 24 November 2025
Visco Vision monthly capacity to reach 52 million contact lenses in 3Q26
Contact lens manufacturer Visco Vision is ramping up production to meet growing demand, aiming to increase its monthly capacity to 49 million pieces in the fourth quarter of 2025...
Monday 24 November 2025
China's LFP price war curb meets industry skepticism
China's Industrial Association of Power Sources (CIAPS) recently issued a Notice on Referencing the Lithium Iron Phosphate Cost Index and Regulating Industry Development, an effort...
Monday 24 November 2025
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Despite Nvidia's strong third quarter of fiscal 2026 performance, surpassing forecasts for 12 consecutive quarters, global market concerns over AI remain. According to supply chain...
Monday 24 November 2025
Intel's EMIB becomes potential alternative to TSMC's CoWoS
TSMC's advanced CoWoS packaging capacity has become extremely tight, resulting in only a few leading AI chipmakers having the means to book capacity in large quantities. Other ASIC...
Sunday 23 November 2025
Visionox plans 8.6-gen OLED capacity with South Korean equipment
Chinese panel maker Visionox's 8.6-generation OLED production line is reportedly set to bring in several types of South Korean equipment, including machinery related to flexible OLED...