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Thursday 20 November 2025
Rising memory prices put consumer electronics on edge

The recent memory shortage has widespread to affect all products, given that the high-bandwidth memory (HBM) demanded by cloud-based...

Thursday 20 November 2025
Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter
Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...
Thursday 20 November 2025
Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
Thursday 20 November 2025
Henkel to Present Breakthrough Die Attach Technology in Upcoming Power Device Webinar

As the demand for high-performance power semiconductors continues to escalate across automotive and industrial sectors, Henkel is addressing one of the industry's most...

Thursday 20 November 2025
Edom says memory price hikes impact demand, but high-value-added products are less affected
IC distributor Edom Technology says that the notebook (NB) and networking markets are the two major development pillars for Taiwan, and that the networking market in particular holds...
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Thursday 20 November 2025
How GlobalFoundries is turning silicon photonics into its strongest lever for US-led AI growth
GlobalFoundries (GF) will host a webcast at 10:00 a.m. ET on December 3, 2025, to outline its strategy for the fast-emerging physical AI market. Executives will detail demand trends,...
Wednesday 19 November 2025
Ofuna Technology sees rising PCB and IC substrate demand amid AI growth, plans capacity expansion
Ofuna Technology, a provider of PCB laser drilling equipment and processing services, reported a surge in demand driven by the AI industry wave during an investor briefing on November...
Wednesday 19 November 2025
SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
Wednesday 19 November 2025
Samsung ramps up 1c DRAM output in bid to regain edge in memory market
Samsung Electronics is undertaking one of its most significant DRAM expansions in years, aggressively scaling production of its next-generation 1c DRAM as intense global AI demand...
Wednesday 19 November 2025
ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
Wednesday 19 November 2025
Gold Circuit Electronics approves NT$8.5 billion for factory rebuild and Thailand expansion
Gold Circuit Electronics (GCE), a major manufacturer of networking and server printed circuit boards (PCBs), announced the approval of two capex projects totaling NT$8.5 billion (approx...
Wednesday 19 November 2025
HPI Corp sees 3Q25 growth amid enterprise IT upgrade wave, plans overseas expansion
Rising demand for enterprise IT equipment upgrades and cybersecurity has boosted the order intake of system integrators, including HPI Corp, which announced a pre-listing performance...
Wednesday 19 November 2025
AI and chip demand drives Taiwan air freight rates higher
Taiwan's air cargo market is bracing for further increases in shipping prices as sustained demand for AI servers and semiconductor components drives record export volumes. Freight...
Wednesday 19 November 2025
DFI bets big on edge AI, predicts drone demand surge in 2026

DFI is sharpening its focus on edge AI and long-lifecycle industrial markets as global supply chains shift and AI deployments accelerate...