SK Hynix reportedly to order HBM4 equipment, accelerate mass production
SK Hynix is reportedly set to begin ordering equipment for its 12-layer sixth-generation high-bandwidth memory (HBM4) as early as November…
Taiwan’s EV market heats up as Luxgen N5 prepares for debut
Taiwan’s electric vehicle market (EV) is poised for a wave of new launches in the second half of 2025, with…
CXL development and hardware adoption
CXL officially enters a restart phase, with the interconnect tech expected to achieve a 90% penetration rate in new server…
Applied Materials faces sharp China retreat in 2026, but AI workloads keep the upgrade cycle alive
Applied Materials reported US$6.8 billion in revenue for the quarter ended October 26 in FY25, a 3% year-over-year decline but…
Carbon fiber specialist Bonny Worldwide expands into Airbus supply chain
Carbon fiber composite manufacturer Bonny Worldwide has successfully expanded from the sports equipment sector into the aerospace industry, partnering with…
G-Shank sees strong AI-driven growth for stamping parts
G-Shank, a supplier of stamping parts, achieved double-digit revenue growth in the first three quarters of 2025, driven by demand…
SMIC warns of 2026 memory squeeze: AI demand surges, customers turn cautious
SMIC warns that an emerging memory shortage could disrupt production of cars, smartphones, and consumer electronics as early as 2026.…
China’s Maxone steps into the global probe-card elite with IPO approval, Huawei support
Maxone Semiconductor (Suzhou) has cleared the Shanghai STAR Market IPO review, a notable milestone in China’s effort to end foreign…
Premiumization boosts Qualcomm as Apple posts fastest growth in India
India’s smartphone market hit a five-year peak in the festive third quarter of 2025, growing 4.3% year-over-year to 48 million…
SMIC’s AI-fueled 3Q rebound sets up a US$9B year despite margin pressure
SMIC posted stronger-than-expected third-quarter results as China’s surging AI investment and state-backed chip localisation fuelled earnings. Beijing’s push for semiconductor…