China’s DRAM surge could upend global memory prices and supply chains, warns Etron

The global memory market is recovering from a downturn, with memory poised to become a key pillar of AI computing. However, Etron Technology Chairman Nicky Lu warned that Chinese manufacturers are rapidly expanding low- to mid-end DRAM capacity, potentially boosting China’s market share to 40% within two years and disrupting global pricing and industry structure.

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Hot and heavy: JS-SEZ bids to lead AI data center innovation in the tropics

In recent years, Singapore has ceased allowing new data center constructions due to limited land and essential resources such as water and electricity. As a result, many data center developments have rapidly shifted to Malaysia’s Johor state, which borders Singapore. This shift has propelled data centers to become a key industry within the Johor-Singapore Special Economic Zone (JS-SEZ), attracting an increasing number of supply chain companies.

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Pharmacy chains merge in Taiwan, but labor pains persist

Taiwan’s pharmaceutical distribution sector is undergoing sustained consolidation, with industry players embracing chain operations to bolster competitiveness and elevate service standards. MedFirst Healthcare Services Inc., a Taiwan-based medical supplies distributor, expressed optimism about the ongoing consolidation trend and affirmed its commitment to actively participate in this evolving landscape, anticipating that integration will enhance overall industry performance.

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Samsung Display is ready with a new QD-OLED brand identity

Samsung Display introduced a new brand identity for its QD-OLED technology that reflects its exceptional image quality and unique value. The new logo visually represents the letter “Q” from QD-OLED, incorporating a blue color symbolizing the blue OLED technology and a gradient symbolizing QD-OLED’s distinctive wide color spectrum. Introduced in late 2021, QD-OLED technology has been incorporated…

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Ardentec eyes IDM outsourcing gains as auto, industrial demand stay weak

Ardentec Corporation reported in its first-quarter 2025 earnings call that strong demand for AI- and HPC-related communications products, along with gains from back-end packaging “white list” transfers, has provided solid momentum for first-half growth. However, demand from international IDM customers in the automotive and industrial sectors remains sluggish, with no clear signs of recovery.

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CR Micro semiconductor upcycle soars on SiC, GaN breakthroughs amid strong 2024 results

China Resources Microelectronics Ltd. (CR Micro) reported steady gains in its 2024 annual and 2025 first-quarter results, underscoring resilience in a volatile chip market. Full-year revenue rose 2.2% to CNY10.119 billion (US$1.39 billion), with net profit reaching CNY762 million. In the fourth quarter of 2024, revenue grew 11.65% year-over-year to CNY2.647 billion, while net profit jumped 20.18% quarter-over-quarter to CNY263 million.

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