News
As NVIDIA is scheduled to release its Q1 earnings release on February 25 and the GTC 2026 conference in March, major foundry partner TSMC’s expansion move keeps drawing market attention. Liberty Times, citing semiconductor supply chain sources, reports TSMC could have up to 10 fabs across Taiwan...
News
The AI boom is triggering an explosive surge in memory chip demand, putting Taiwan's PSMC in the spotlight. According to Economic Daily News, PSMC has teamed up with Intel and Japan's SoftBank Group in an AI memory collaboration, taking on a key role in pilot production and manufacturing. The cross-...
News
While memory prices continue to carry strong upward momentum amid AI-driven supply tightness, regional trends are beginning to diverge. Notably, according to Tom’s Hardware, DDR5 prices in the U.S. are still climbing to record levels, whereas European markets are showing signs of easing. Meanwhile...
News
As the global display industry evolves, LED displays are shifting from a singular pursuit of physical performance toward a renewed emphasis on energy efficiency. In earlier years, competition centered on peak brightness, color saturation, and ever-shrinking pixel pitch. However, with the full arriva...
Insights
Amid rapidly rising demand for AI servers, global memory capacity allocation is undergoing a clear shift, with Japan’s consumer electronics industry reportedly feeling the impact. According to Gu Chuan’s column in TechNews, memory suppliers such as Samsung Electronics and SK hynix are prioritizi...