While Samsung and SK hynix’s freshly announced record 4Q25 results, NAND giant SanDisk emerges as another major beneficiary amid the AI boom. According to Barron’s, for the December quarter, SanDisk delivered a clear earnings beat, posting adjusted EPS of US$6.20, far above Wall Street’s US$3....

On January 21, JCET announced a major breakthrough in its co-packaged optics (Co-Packaged Optics, CPO) technology development. Silicon photonics engine products based on its XDFOI® multidimensional heterogeneous advanced packaging platform have completed customer sample deliveries and successful...

Memory prices are soaring, and smartphone makers are starting to feel the pinch. After Xiaomi reportedly cut its 2026 shipment forecast, IT Home, citing a company announcement, reports that another Chinese brand, Transsion, expects its 2025 net profit to tumble over 50% YoY amid rising memory costs....

Samsung appears to be gaining momentum in advanced processes, with signs of a potential rebound in its foundry business. According to ZDNet, Samsung Electronics said progress on its 2nm node, along with related customer order intake, is proceeding smoothly. The report notes that the company says th...

As NVIDIA CEO Jensen Huang arrived in Taipei today and reportedly reaffirmed cooperation with Intel on x86 CPU development, market attention has refocused on how Team Green will navigate the rising wave of dual-foundry strategies. The renewed interest comes as reports suggest major tech players, inc...