With a single AI server cabinet consuming up to 440,000 high-end MLCCs, Samsung Electro-Mechanics reporting a profit surge exceeding 100%, and Japanese and South Korean giants pushing a comprehensive 30% price increase, the passive component industry is now facing a tight-supply dynamic where even i...

Kioxia, the world's third-largest NAND flash supplier, is stepping up its push into the next-generation AI NAND market. According to ZDNet, the company recently began mass production of its 10th-generation (BiCS 10) 3D NAND and plans to begin mass production of PCI Express (PCIe) 6.0 and Universal F...

At last week’s earnings call, Samsung surprised the market with a strong performance, driven almost entirely by its memory business, which contributed 99.7% of total operating profit. While the foundry unit remained in the red, a turnaround could come sooner than expected, with Chosun Biz reportin...

China's semiconductor equipment ambitions continue to expand. According to The Paper, AMEC Chairman Gerald Yin recently said the company aims to cover at least 60% of the high-end semiconductor equipment market over the next five years, making it the world's most comprehensive semiconductor equipmen...

TSMC's advanced-node capacity expansion is gathering pace. According to Economic Daily News, sources say that amid strong orders from major customers including NVIDIA, AMD, and Broadcom, TSMC could reach 180,000 3nm wafers per month by early in the fourth quarter, two to three months ahead of market...