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Friday 7 November 2025
Arm's EVP says AI is no bubble, highlights Taiwan's strategic role
Drew Henry, Arm's executive vice president of strategy and ecosystems and former Nvidia GeForce general manager, emphasized in a recent media interview that artificial intelligence...
Friday 7 November 2025
TAITRA leads 270 firms to US auto shows for EV and smart vehicle opportunities
Amid the global trend toward automotive electrification and smartification, the Ministry of Economic Affairs (MOEA) has commissioned the Taiwan External Trade Development Council...
Friday 7 November 2025
Taiwan's AI export surge fuels record US trade surplus, sparking currency pressure risks
The ongoing surge in artificial intelligence (AI) investments has deepened the reliance of the four major US cloud service providers (CSPs) on Taiwan's AI chips and servers, significantly...
Friday 7 November 2025
AAEON eyes 3-5 year edge AI surge amid rising NA market challenges
As the edge AI market rapidly heats up, creating growth opportunities for the industrial PC (IPC) sector, AAEON expects demand to enter a phase of explosive growth within the next...
Friday 7 November 2025
Foxconn board member urges Taiwan to speed system design amid Moore's law slowdown
The global semiconductor industry is undergoing a structural shift as the AI era fully unfolds. Foxconn board member and former TSMC co-COO Shang-Yi Chiang stated that with Moore's...
Friday 7 November 2025
Samsung targets 2026 'second peak' with AI, foldables amid chip rebound
Samsung Electronics is betting big on artificial intelligence and foldable phones. The company hopes these technologies will drive what it calls a "second peak" in its smartphone...
Friday 7 November 2025
HDD delivery delays extend to 2 years as QLC NAND capacity sells out early
The surge in storage demand driven by AI servers has caused a severe shortage of traditional hard disk drives (HDDs), with delivery times reportedly extending beyond two years. Major...
Friday 7 November 2025
Samsung Foundry teams up with Anaflash on AI MCU in sign of recovery
Edge AI startup Anaflash has unveiled a new AI microcontroller built on Samsung Electronics' 28nm foundry process. The move marks another design win for Samsung as it works to revive...
Friday 7 November 2025
CXMT adopts SK Hynix's MR-MUF tech to close China's HBM gap by 2026
China's DRAM maker CXMT plans to start mass production of fourth-generation high-bandwidth memory (HBM3) in 2026 using mass reflow molded underfill (MR-MUF) packaging, the same technology...
Friday 7 November 2025
Chinese automakers achieve record Europe market share with PHEV offensive
The European automotive industry faces unprecedented challenges in 2025, grappling with slow progress in electronic/electrical (E/E) transformation and widespread internal layoffs,...
Friday 7 November 2025
Taiwan machinery leverages AI for defense push
Taiwan's machinery industry is leveraging artificial intelligence to transform from a traditional manufacturing base into a high-tech powerhouse, with growing ambitions in the global...
Friday 7 November 2025
Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu
Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and...
Friday 7 November 2025
Hanmi to launch Wide TC Bonder for HBM5 high stacking in 2026
Hanmi Semiconductor announced it will release a dedicated device called the "Wide TC Bonder" by the end of 2026, designed specifically for next-generation high-bandwidth memory (HBM)...
Friday 7 November 2025
AWS pledges US$9 billion for AI expansion in South Korea, eyeing agentic AI leadership
Amazon Web Services (AWS) CEO Matt Garman has announced an additional US$5 billion investment in South Korea, bringing AWS's total commitment to US$9 billion to expand AI data centers...
Friday 7 November 2025
Trump's trade policies trigger Taiwan's US$400 billion US investment surge
Amid US President Donald Trump's tariff threats and new incentives under the US "One Big Beautiful Bill Act," foreign companies are increasingly planning major investments in the...