Subject


Articles


2025-11-17

[News] TSMC Arizona Hit by Q3 Profit Drop; Recovery May Hinge on 2nd Fab 3nm Mass Production in 2027

As TSMC accelerates its expansion in the U.S., the performance of its American operations has drawn heightened attention. According to Commercial Times, TSMC’s U.S. subsidiary recorded NT$41 million in profit for the third quarter, a steep decline from NT$4.232 billion in the previous quarter. ...

2025-11-17

[News] Memory Crunch Ripples Across Chip Supply Chain: SMIC, NVIDIA, Device Makers Feel the Hit

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

2025-11-17

[News] NVIDIA Reportedly Preparing to Sell Full AI Server Systems in 2026, Raising Margin Risks for Partners

As Wistron released its earnings on the 12th, signs that its collaboration model with NVIDIA may be shifting drew industry attention. According to Wccftech, an analyst on Wistron’s Q3 earnings call suggested that beginning with next year’s Vera Rubin platform, NVIDIA could move toward directly s...

2025-11-17

[News] Memory Shortage Reportedly Triggers Order Caution from Smartphone Clients, Pressuring SMIC

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC...

2025-11-14

[News] Samsung Reportedly Targets 7 Million Foldable Units in 2026 on Z Fold 7 Momentum

As South Korean media outlets Business Korea and the Chosun Daily report that Samsung plans to unveil the “Galaxy Z TriFold,” a smartphone that folds twice, on December 5, more details have surfaced about the tech giant’s renewed ambitions in foldables. According to the Chosun Daily, Samsung a...

  • Page 21
  • 806 page(s)
  • 4029 result(s)

Get in touch with us