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Wednesday 11 November 2026
TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat
Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request....
Wednesday 11 November 2026
Smaller memory buyers 'basically shut out' of direct supply, Smith says
Smaller electronics manufacturers are relying on the spot market for memory as major customers lock in future supply through long-term agreements, according to independent electronic...
Wednesday 11 November 2026
Anwar's China remarks threaten Taiwan investment in Malaysia
Malaysia's Prime Minister Anwar Ibrahim's comments supporting the one-China principle and the use of force to unify Taiwan continue to weigh on Taiwan-Malaysia ties nearly three months...
Wednesday 11 November 2026
Memory shortage pushes some server buyers toward barebones systems, distributor Smith says
Some server buyers are asking for barebones systems and planning to purchase memory separately as component shortages complicate deliveries, according to independent electronic components...
Wednesday 11 November 2026
Hiwin sees strong 2027 as orders stretch into midyear
Hiwin Technologies Corp. expects demand from AI, data centers, and semiconductor equipment to keep orders for precision motion components strong into mid-2027, chairman Eddie Cho said...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...
Tuesday 10 November 2026
Qisda ramps up AI investment, sees data-center slowdown as short-term
Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component...
Tuesday 10 November 2026
Foxconn extends vertical integration across 5 battery layers
Young Liu, chairman of Hon Hai Technology Group (Foxconn), repeatedly highlighted the company's strength in vertical integration at Hon Hai Tech Day 2026 (HHTD26), underscoring progress...
Tuesday 10 November 2026
Wistron ITS eyes 2027 growth driven by semiconductors and gaming
Wistron ITS posted strong results in the third quarter of 2026, driven by growth in the semiconductor, gaming, and entertainment industries. According to chairman and CEO Ching Hsiao,...
Tuesday 10 November 2026
CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network
Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment...
Tuesday 10 November 2026
Winbond sees AI data center buildout largely secured through 2028, flags 2029 as possible turning point
Winbond Electronics chairman Arthur Chiao said the AI data center buildout planned by major cloud service providers (CSPs) for 2027 and 2028 is largely secured, with funding, land,...
Tuesday 10 November 2026
Winbond chairman urges restraint in memory rally, expects 30-month bonuses as Nuvoton plans succession
Winbond Electronics chairman Arthur Chiao said memory prices and profits should not go any further at this stage, warning that a market in which memory thrives while other industries...
Tuesday 10 November 2026
Tong Hsing buys Global Testing to become integrated OSAT provider
Tong Hsing Electronic Industries (THEIL), a semiconductor packaging company under the YAGEO Group, said its board has approved the acquisition of a 100% stake in Singapore-listed Global...
Monday 9 November 2026
SK chief defends Samsung and SK's US$3.5 trillion investment plans
SK Group chairman Chey Tae-won has defended Samsung and SK's combined KRW4,755 trillion (approx. US$3.52 trillion) investment plans, arguing that South Korea cannot keep pace in the...
Monday 9 November 2026
Transcend sees DRAM supply potentially halving in 2027 as memory prices plateau
Peter Shu, chairman of Taiwanese memory module maker Transcend, expects DRAM and NAND Flash prices to plateau after stabilising in the third quarter of 2026. Further price increases...