AMD Chair and CEO Lisa Su made a brief visit to Taiwan as the company moves to expand supply for its growing AI business. According to Liberty Times, Su said AMD’s previously announced plan to invest more than US$10 billion in Taiwan’s industrial ecosystem remains fully on track, with further in...

As Toshiba moves to double HDD capacity by fiscal 2027 to capture booming AI data-center demand, it could be making another push to secure its supply chain. According to Bloomberg, the Japanese storage giant is battling Seagate for TDK’s magnetic-head business, a critical component for ramping HDD...

．TV Entering the fourth quarter, panel makers are facing mounting cost pressure as prices for upstream components rise across the board. With TV panels currently the only one of the three major applications generating stable profits, higher costs could erode TV panel margins and weigh on overal...

Rising memory prices and tight supply are driving record results for Taiwan’s two major memory makers. According to Commercial Times, Nanya Technology and Winbond Electronics both posted record September revenue, extending a streak of more than 12 consecutive months of record monthly sales, while ...

As Intel, TSMC, Samsung and other chipmakers accelerate their push into silicon photonics, the technology has gained its first industry-wide reliability standard. In early October, JEDEC unveiled JESD264, establishing qualification and reliability requirements for silicon photonics (SiPh) devices. ...