As generative AI advances into the inference and agentic AI stages, global demand for AI computing power is entering a new surge. Nvidia CEO Jensen Huang outlined during his keynote...
Hon Hai Precision Industry (Foxconn) achieved record-high profits and cash dividends in 2025. Foxconn chairman Young Liu stated that the company's growth momentum will continue in...
Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
As demand for memory chips in AI data centers continues to surge, the global "RAMaggedon" has now claimed another unwitting victim: the gaming industry. The sector is now feeling the...
Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...
Frequent global conflicts in recent years have sharply driven up demand for drones, prompting many countries to accelerate the development of related industries. Backed by government...
Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the...
Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
Driven by growing demand for AI servers and high-performance computing (HPC) applications, Taiwan's exports to the US surged 83% in the first two months of 2026, marking a strong performance...
Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
During the GTC 2026 keynote, Nvidia CEO Jensen Huang detailed a massive shift toward agentic AI and specialized token factories. Huang projected at least a trillion dollars in infrastructure...
Benefiting from the continued expansion of AI applications, demand for chips used in high-performance computing (HPC), memory, networking, and smartphones has grown simultaneously,...
