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Monday 27 October 2025
AI surge triggers severe PCB material shortages; key players Elite Material and Co-Tech speak out
The rapid growth in global AI infrastructure demand is driving intense business activity not only in advanced semiconductor supply chains and server system assembly but also causing...
Monday 27 October 2025
Samsung launches aggressive price-cut strategy to catch up in HBM competition
HBM continues to be a critical resource as the AI boom is further tightening supply and demand in the memory industry. Memory leader Samsung Electronics is fixated on reclaiming its...
Monday 27 October 2025
Taiwan firm turns to smart server locks as AI data centers demand tighter security
Electronic component distributor WFE Technology is set to list on the Taipei Exchange (TPEx) in mid-to-late November 2025, positioning itself to benefit from rising cybersecurity...
Saturday 25 October 2025
Lightel rides the laser boom as satellite demand lifts revenue and margins
Lightel Technologies, a fiber optic component maker headquartered in Seattle, has emerged as a key supplier in the rapidly expanding satellite laser communications market, as rising...
Saturday 25 October 2025
Intel sees progress in foundry push, but supply strains linger
Intel Corporation's leadership struck a cautiously optimistic tone during its third-quarter 2025 earnings call, emphasizing progress in its foundry operations and process technologies...
Saturday 25 October 2025
Intel returns to profit as foundry business loss narrows
On October 24, Intel reported a return to profitability in the third quarter of 2025, posting net income of US$4.06 billion compared with a loss of US$2.92 billion in the previous...
Friday 24 October 2025
Samsung CTO: Cross-disciplinary collaboration key to semiconductor innovation
Silicon transistors are approaching their physical limits, and AI is increasing demand for higher density, performance, and energy efficiency. Advanced packaging and bonding technologies...
Friday 24 October 2025
Taiwan shifts from assembly to architecture in the AI data center race
As global demand for AI computing power skyrockets, the data center landscape is undergoing a significant transformation — shifting away from standalone server performance and...
Thursday 23 October 2025
Global top-3 memory maker status, 3Q25

Introduction

Thursday 23 October 2025
Taiwan's Asia Optical rides robotics and EV boom to expand lens dominance
Asia Optical's 2025 operations remain robust, with its long-term investments in robotics, automotive imaging, and smartphone prisms continuing to gain traction, according to people...
Thursday 23 October 2025
AI drives flexible server architectures as multimodal demand rises
Demand for AI servers remains robust, prompting industry players to actively develop and continuously update product architectures. Supply chain observers note that as AI endpoint...
Thursday 23 October 2025
SK Hynix poised to benefit fully from DRAM demand as 'FOMO' rises
SK Hynix is positioned to thoroughly capitalize on the ongoing memory supercycle, driven by its superior DRAM technology and mass production capabilities, according to analysts.
Thursday 23 October 2025
Taiwan's ZDT and Unimicron forecast golden decade for PCB industry on AI boom
As artificial intelligence (AI) and high-performance computing (HPC) lead a new industrial revolution in the PCB sector, Taiwanese giants Zhen Ding Tech (ZDT) and Unimicron are optimistic...
Thursday 23 October 2025
Micron challenges Samsung, SK Hynix with LPCAMM2; AI laptop memory heats up
Micron is joining the LPCAMM2 race dominated by Samsung and SK Hynix in the next-generation AI notebook memory market. Following the high-bandwidth memory (HBM) surge, the AI notebook...
Thursday 23 October 2025
SK On's answer to China's battery sector ascent: high-nickel, high-voltage
As electric vehicles (EVs) advance toward higher performance, software-defined architectures, and greater power demand, SK On is reinforcing its high-nickel cathode technology to...