China’s AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia

Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures make it difficult for US-based AI chipmakers like Nvidia and Advanced Micro Devices (AMD), China’s AI GPU market is not standing still waiting for Washington’s approval.

Continue reading

Tescan integrates Seoul demo lab to speed testing for AI memory and advanced packaging customers

Tescan’s expansion of its Seoul site integrates a Demo Lab with office space to better serve semiconductor clients amid global AI-driven memory demand, promising faster failure analysis and reliability testing for advanced packaging customers worldwide and reducing testing wait times for partners pursuing heterogeneous integration and chiplet technologies.

Continue reading

Memory supply squeeze dents IPC profits

The semiconductor market’s supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented profitability in the fourth quarter of 2025 and could ripple into 2026, raising risks of order delays and strained supply stability for industrial customers worldwide.

Continue reading

Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth

Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution between the first and second halves of the year. The company’s server, EV charging station, SSD storage device, and mobile payment businesses have all entered mass production.

Continue reading