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Thursday 21 May 2026
xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain
Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company's rising profits as it benefits from...
Thursday 21 May 2026
Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch
Memory shortage drives up ASP; Global 5G FWA CPE shipments projected to decline 4% YoY in 2Q26; ASP, conversely, supports production value resilience
Thursday 21 May 2026
Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers
Nvidia has detailed a significant structural shift in its data center revenue reporting, introducing a new market segmentation that separates traditional hyperscale cloud providers...
Thursday 21 May 2026
GigaDevice sees niche DRAM and NAND prices rising through 2026
GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...
Thursday 21 May 2026
OpenAI moves up IPO timeline to get ahead of Anthropic
OpenAI is preparing to file for an initial public offering (IPO) in the coming weeks, a move that could sharpen its competitive edge in the AI race. While company executives had previously...
Thursday 21 May 2026
AI chip boom strains ABF substrate supply chain
AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
Thursday 21 May 2026
Yulon to fully back Foxtron production as N7, Bria and Carvia enter mass production
Yulon Motor said at an investor conference on May 20 that it will fully support Foxtron Vehicle Technologies' production capacity requirements, with the N7, Bria, and the latest Carvia...
Thursday 21 May 2026
Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
Thursday 21 May 2026
China uses iron-fist policies to expel inefficient TOPCon capacity from solar supply chain
China's top-down policies are creating a tech elimination battle in its solar supply chain. Because of severe oversupply in the mainstream N-type tunnel oxide passivated contact (TOPCon)...
Thursday 21 May 2026
Grab's Taiwan push goes beyond food delivery
As Grab Holdings pushes ahead with its proposed acquisition of foodpanda's Taiwan business, the Southeast Asian technology giant is betting that the future of delivery is no longer...
Thursday 21 May 2026
Exclusive: TOPCon faces funding cuts while HJT and BC receive government support
As China's solar market enters a downfall, market sources indicate that China's central government is reshaping the industry landscape through an aggressive dual-track strategy. On...
Thursday 21 May 2026
TSMC's cautious capex is averting an AI bubble, says investor
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides...
Thursday 21 May 2026
Commentary: China builds its memory twin engines; IPO push for YMTC, CXMT intensifies

China's memory chip industry is entering a critical capital markets phase, with YMTC formally launching IPO counselling and CXMT resuming...

Thursday 21 May 2026
Samsung labor dispute adds pressure to memory chip market
Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...
Thursday 21 May 2026
How South Korea is pitching itself to Silicon Valley's startup elite
South Korea made its case to Silicon Valley investors and startups on the first day of the Plug and Play May Summit in Sunnyvale, positioning Seoul not as an emerging market but as...