While NVIDIA, taking over Apple, reportedly claimed the top spot as TSMC’s largest customer, accounting for 19% of 2025 revenue, all eyes are also on the earnings performance of the company’s overseas fabs. According to Mirror Media, citing TSMC’s 2025 annual report, the Arizona plant turned p...

Huawei is expected to present its most advanced AI supercomputer outside China for the first time. According to Nikkei, the company plans to unveil its Atlas 950 SuperPoD at the Mobile World Congress (MWC) in Barcelona. Designed for AI data center deployments, the Atlas 950 SuperPoD integrates 8,192...

Following the lead of major NAND players like Sandisk, Taiwanese NAND Flash controller maker Phison Technology informed customers in late February of updated payment terms, requiring either prepayment or shorter payment cycles, according to Commercial Times and ijiwei. The company, according to t...

According to the School of Electronics at Peking University, the university has made a breakthrough in the field of non-volatile memory. The research team led by Qiu Chenguang and Peng Lianmao has successfully scaled the physical gate length of a ferroelectric transistor down to the 1-nanometer limi...

As AI computing demand surges and energy consumption challenges intensify, power supply solutions are drawing growing attention across the industry. According to TrendForce on TechNews, the sector is shifting away from traditional architectures toward high-voltage direct current (HVDC) power systems...