Rising demand for artificial intelligence (AI) computing is driving a new wave of technological transformation in the semiconductor industry, while energy is emerging as the next bottleneck for the AI sector. Applied Materials group vice president and Taiwan president Eric Yu pointed out that semiconductor technology competition in the AI era can no longer focus solely on performance and transistor counts. How to support more computing with less energy will become the core of the next stage of semiconductor innovation.

Samsung Electronics’ DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line conversions rather than aggressive wafer-capacity expansion, according to Omdia data obtained by Chosun Biz.

Google’s newly launched Pixel 11 series drew a strong preorder response in Taiwan after telecom carriers rolled out expanded promotions and sales plans. The early momentum has renewed attention on whether Google can lift its local smartphone share above 5%.