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Server ODMs are significantly expanding their production capabilities to meet the surging demand in the artificial intelligence (AI) market. Mike Yang, EVP at Quanta, revealed efforts to increase capacity at facilities in the US and Thailand, with a new plant in Mexico set to begin production in early 2026. The scale of orders has grown beyond prior expectations, driving this intensified expansion....

Samsung's ambitious US expansion faces an unexpected obstacle that could derail its 2026 production timeline. A mounting visa crisis, triggered by immigration raids on South Korean workers, is creating ripple effects across the semiconductor industry's most critical supply chains....

A new phase in the global race for silicon carbide (SiC) dominance is unfolding—one shaped as much by geopolitics as by market forces. As Chinese manufacturers make rapid strides in low-cost SiC wafer production, the strategic consensus around this next-generation semiconductor material is beginning to fracture....

On September 10, 2025, HiSilicon, a subsidiary of Huawei, completed significant personnel changes in its business registration—Eric Xu stepped down as chairman and legal representative, succeeded by Jeffrey Gao; the board's senior management was also adjusted....

Since Huawei established Shenzhen HiSilicon Semiconductor in 2004, its semiconductor business has supported over two decades of development and innovation within Huawei's product ecosystem. However, from 2000 to 2003, Huawei faced one of its most challenging periods and nearly became a US company. CEO Ren Zhengfei confirmed this long-rumored episode during an interview....

In the ongoing transformation of the global automotive industry, one shift stands above the rest: the rise of the software-defined vehicle, or SDV. More than a technological upgrade, the move toward SDVs is reshaping vehicle architecture, supply chains, and the strategic priorities of automakers and semiconductor companies alike....

The booming semiconductor industry has led to a surge of emerging Chinese laser manufacturers, yet weaker players are being weeded out based on precision and accuracy as competition intensifies, prompting some to seek out new business opportunities....

Jun Otani, executive vice president of Kumamoto University, highlighted the university's 268-year history during a Taiwan-Japan semiconductor supply chain talent forum. Following JASM's establishment of a fabrication plant in Kumamoto, the university has shifted its educational focus to keep pace with rapid changes in high technology....

The 2025 SEMI-e Shenzhen International Semiconductor Exhibition and the Integrated Circuit Innovation Expo have concluded. The twin events drew a significant crowd, with 43,986 professional visitors in attendance. A total of 1,062 exhibitors displayed their latest technologies, underscoring the event's importance to the global semiconductor sector....

Coretronic and Radiant Opto-Electronics recorded revenue increases in August compared to July, though their year-over-year performances show declines. Looking ahead to the third quarter of 2025, Coretronic anticipates growth in shipments of energy-saving products but expects imaging product shipments to fall. Radiant projects third-quarter revenue to remain flat relative to the second quarter, with weaker performance forecasted for the second half of the year....

Nvidia is preparing a potential shake-up in the AI semiconductor memory market with the introduction of its next-generation AI processor, Rubin CPX, which is designed for large-context processing workloads and expected to debut in late 2026. Unlike its flagship AI accelerators that rely on HBM, Rubin CPX will feature 128GB of GDDR7, a move that industry observers say could rebalance demand between the two leading memory types, according to SemiAnalysis, Wide Daily, and ET News....

The global artificial intelligence (AI) boom is not only driving demand for AI servers and AI data center hardware construction but also pushing high-voltage direct current (HVDC) to become the future mainstream in power supply due to the AI sector's massive energy consumption. This shift is accelerating investments from power grids, heavy electrical equipment, and power supply manufacturers, while the technical and capital barriers are expected to trigger a new round of market shakeouts....

US and Chinese officials entered a second day of negotiations in Madrid on Monday, just as Beijing announced a preliminary ruling that Nvidia had violated antitrust conditions linked to its 2020 acquisition of Mellanox Technologies....

TSMC has donated several sets of used 12-inch chipmaking equipment to the government, which has had the Industrial Technology Research Institute (ITRI) under the Ministry of Economic Affairs (MOEA) and the Taiwan Semiconductor Research Institute (TSRI) under the National Institute of Applied Research (NIAR) receive them on its behalf. TSRI has selected a site on the campus of National Yang Ming Chiao Tung University (NYCU) to build a 12-inch wafer fab where proof-of-concept and pilot lines will be installed using the equipment. The facility is expected to officially commence operations in 2028....

AI giants are shifting the global competition in large language models (LLMs) away from benchmark dominance toward sustainability and real-world applicability, signaling a new phase in how artificial intelligence performance is measured. The move highlights rising concerns about energy use, environmental impact, and user experience as essential evaluation metrics....

Although the AI glasses market has yet to experience clear explosive growth, major system manufacturers, brands, and startups are continuously increasing their resources and development efforts for new products and solutions. Chipmakers share this high level of anticipation toward the technology trend, marking a stark contrast from their previous cautious stance regarding short-term mass adoption....

Following its major deal with Tesla, Samsung Electronics has won an order from Israeli IC design company Valens Semiconductor to manufacture next-generation automotive system chipsets based on the MIPI A-PHY standard. The chips are expected to be produced using FinFET process technology....

AR glasses represent a revolution for displays that incorporate key technologies such as near-eye displays, microLED, and waveguides, with AI and AR now sharing a symbiotic existence and development, says Jorjin Technologies chairman Tom Liang. These technologies did not emerge overnight, and although Taiwanese companies possess the necessary expertise, they have usually worked independently in the past without proper integration....

AI glasses have attracted the attention of many industry heavyweights, who see them as next-generation mobile devices that free users' hands and extend smartphone applications. HTC has surpassed sales expectations with the Vive Eagle, the company's first AI glasses. In addition, other key players such as Samsung Electronics, Google, and Meta are either preparing or have already launched new products....

Taiwan's Aerospace Industrial Development Corporation (AIDC) announced on Sunday that it has signed a formal teaming agreement with US defense technology company Shield AI, marking a major step toward developing an integrated, end-to-end ecosystem for advanced unmanned aerial systems (UAS) in the Indo-Pacific....