Samsung races to deliver HBM3E memory to Nvidia but faces certification hurdles

In the high-stakes race to supply memory for the next generation of artificial intelligence, Samsung Electronics is under mounting pressure to deliver its 12-layer HBM3E chips to Nvidia by the end of 2025. But as its self-imposed deadline approaches, uncertainty lingers over whether Samsung can meet the rigorous performance standards set by its most critical customer.

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Flexium charts new growth path with leadership reshuffle, strategic focus on AI and robotics

On May 28, 2025, flexible printed circuit board (PCB) maker Flexium Interconnect held its annual shareholders meeting at its Kaohsiung facility, with chairman Ming-Chih Cheng presiding over the event. Marking a new chapter for the company, newly appointed president David Cheng—a United States-based executive—made his formal debut, outlining Flexium’s strategic roadmap for the years ahead.

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Taiwan to build chip alliance with ‘share values’ to counter China dumping

President William Lai’s initiative for a global democratic semiconductor supply chain represents Taiwan’s response and commitment to the restructuring of global supply chains, according to Minister of Economic Affairs J.W. Kuo. The Ministry of Economic Affairs (MOEA) will support foreign companies as they enter what Kuo describes as a golden era of partnership with Taiwan.

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Foxconn taps NTU, KAUST in μ-LED leap for next-gen optical and AI interconnects

With artificial intelligence driving explosive demand for high-speed data transfer, optical communication technologies are advancing in lockstep. Foxconn’s Hon Hai Research Institute (HHRI), in partnership with National Taiwan University (NTU) and King Abdullah University of Science and Technology (KAUST), has unveiled a breakthrough in multi-wavelength micro-LED (μ-LED) technology.

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Nvidia partners with top chipmakers to develop 800V HVDC power systems for AI data centers

Nvidia has unveiled a bold move to revolutionize data center infrastructure with the introduction of an 800-volt high-voltage direct current (HVDC) power distribution system, designed for next-generation AI workloads. Announced recently, the initiative involves strategic partnerships with three major power semiconductor suppliers — Infineon Technologies, Texas Instruments (TI), and Navitas Semiconductor — to co-develop this advanced power solution.

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Alpha Networks sees operational momentum in 2H25, plans to sample 1.6T switch by year-end

Networking company Alpha Networks (Alpha) held its shareholders meeting on May 27, 2025, where it expressed optimism about the continued strengthening of shipment momentum for its core products in the second half of 2025. Coupled with active expansion into emerging telecom markets and accelerated development of high-end products, Alpha maintains a cautiously positive outlook for its business growth this year.

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Yageo chairman optimistic about 2H25 outlook, reaffirms commitment to Shibaura acquisition

Yageo chairman Pierre Chen has expressed an optimistic outlook for the second half of 2025, despite global uncertainties surrounding tariffs and exchange rate fluctuations. Speaking at the company’s recent shareholders’ meeting, Chen reassured investors that the company is in a strong position to navigate these challenges, with controllable risks tied to the impact of currency fluctuations and tariffs. Chen also reaffirmed Yageo’s unwavering commitment to acquiring Shibaura Electronics, stressing that while the company may adjust the timeline and specifics of the acquisition strategy, its long-term objective remains unchanged: to fully integrate Shibaura Electronics into the Yageo Group and eventually delist the Japanese company.

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Huawei assembles China’s Merck: Zhuhai Cornerstone to secure chipmaking materials

Huawei is reportedly supporting Zhuhai Cornerstone Technologies Co. in a strategic effort to localize chipmaking materials and reduce reliance on foreign suppliers. Founded in 2022, the company is emerging as a potential rival to global chemical giants including Shin-Etsu Chemical, JSR Corporation, Merck KGaA, DuPont, and Dow Chemical. As reported by Nikkei Asia, Zhuhai Cornerstone is being positioned as an “end-to-end” semiconductor chemical supplier, aligned with China’s broader push for supply chain independence amid tightening US export controls.

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