Tech

Unafraid of shrinking shipments, wafer cutting machine manufacturer DISCO surges to more than 1-year

9 October 2025

As shipments were concentrated in the previous quarter (April-June), Japanese wafer cutting machine manufacturer DISCO's shipments shrank again in the last quarter (July-September). However, DISCO's stock price was not affected today and soa...

With 900,000 pieces of crystal memory demand per month, Samsung and SK Hynix entered the OpenAI Star

4 October 2025

As the global artificial intelligence (AI) infrastructure competition trends are becoming more popular, according to Reuters' reports, two major Korean memory manufacturers, Samsung Electronics and SK Hynix, announced that after accompanying Pre...

Sun and Moonlight Semiconductor K18B Factory New Construction Project was launched in Fuhua Project,

1 October 2025

Riyueguang Investment Holdings Co., Ltd. announced on the 25th that its subsidiary, Riyueguang Semiconductor Manufacturing Co., Ltd. (hereinafter referred to as "Riyueguang Semiconductor") will submit the new construction project of the K1...

What is the hope of Via Investment or AI before the collapse? NVIDIA invests $100 billion OpenAI att

26 September 2025

GPU manufacturer NVIDIA (NVIDIA) promised to invest in artificial intelligence maker OpenAI up to $10 billion, Huaer Street fell into a fierce discussion about real ideas. Market viewers believe this is another strong evidence of the booming develop...

NVIDIA and Intel cooperate to strengthen the principle of addition and do not change the original pl

23 September 2025

The shocking industry cooperation case between Intel and GPU Dragon Head NVIDIA (Nvidia) has triggered a widespread discussion on whether Intel will obtain NVIDIA foundry orders and whether the blueprint of existing products will change as a result....

Called NVIDIA violated the anti-imperial method! China: Implement further investigations in accordan

18 September 2025

The Chinese market supervision agency said on Monday (15th) that according to preliminary investigations, NVIDIA violated China's anti-corruption law and said that Beijing will continue to investigate the American chip giant. As soon as the news...

Taiwan Power 8 Moonlight Eye s investment and investment affection, ADR surged by nearly 4%, which w

14 September 2025

The crystal foundry Longtou Taiwan Electric announced its brightest revenue figures in August on the 10th. The revenue amount not only increased by 3.9% compared with July, but also increased by 33.8% compared with the same period in 2024, indicatin...

SMIC s AI GPU yield is only 30%, and Morgan Stanley s estimated revenue has been cut in half

12 September 2025

According to the whistleblower Jukan, citing Morgan Stanley's report, it is said that due to the continued low yield, the prospect of the future AI GPU chip business of China's chip foundry Longtou SMIC has been significantly revised. The re...

The United States withdraws its sales VEU quickly closes export permission! Analyst: Telco surface i

10 September 2025

Taiwan has faced major challenges from the United States recently because the US government withdraws the VEU Express End User of Taiwan's Nanjing Factory (Fab 16). The latest research report by Macquarie analysts pointed out that Taiwan will fa...