On November 27, TrendForce successfully hosted the “2026 Top 10 Technology Market Trends & TechFuture Awards 2025,” on which it unveiled annual outlook for wafer foundry, memory, AI server, compound semiconductor, energy storage, AI robotics and other core technology sectors, providing forwa...

Raw material prices are climbing, and the semiconductor substrate industry is feeling the strain as the cost of critical inputs continues to rise. According to ZDNet, South Korea’s substrate makers are facing mounting pressure from sharp increases in raw material prices. Citing industry sources, t...

As global hyperscalers ramp up AI server data-center expansions, memory isn’t the only component in tight supply. Following recent price hikes by U.S. suppliers, Panasonic has informed distributors and direct customers of 15–30% increases on select tantalum capacitor models, Commercial Times rep...

Tech layoffs are spreading, and China’s tech giant is no exception. According to sources cited by South China Morning Post, Baidu is trimming staff across key divisions and reshaping parts of its AI organization as it seeks to streamline operations after a loss-making quarter. The report adds that...

As major U.S. cloud providers ramp up their AI ASIC efforts to lessen dependence on NVIDIA, Meta is reportedly evaluating to spend billions on Google’s in-house AI chips. According to Bloomberg, citing The Information, Meta is in talks to deploy Google’s TPUs in its data centers starting in 2027...