Foxconn’s AI Boom: A 22% Revenue Surge Tells the Real Story
The world’s largest contract manufacturer just posted blockbuster quarterly results, smashing analyst forecasts. The driver? The relentless, capital-intensive buildout of AI data centers.
Category: Semiconductors
India’s OSAT Players Say They Can Compete on Price Now
India’s first wave of OSAT companies is shifting from building capacity to claiming price competitiveness. Meanwhile, Chinese EV makers have captured nearly a third of the Indian market in a surprising shift.
How India’s Consumer Economy Is Beating Trump’s Tariffs
According to a WSJ report, India is weathering President Trump’s 50% tariffs by turbocharging its domestic consumer economy. With consumer spending making up three-fifths of GDP, tax cuts and rate cuts are insulating the country, even as trade talks with the U.S. remain deadlocked over agriculture.
NVIDIA’s New AI Rack Crushes AMD by 28x, Report Says
In the race for AI inference dominance, a new report highlights a staggering performance gap. NVIDIA’s Blackwell-based GB200 NVL72 racks are shown to massively outperform AMD’s current best, reshaping the economics of running large AI models.
ARTERY Tech Bets on Drones and AI Chips for 2026 IPO Push
ARTERY Technology is gearing up for a Taipei Exchange listing in late January 2026. The MCU supplier is pivoting to performance-driven applications like drones and edge AI to escape margin pressure in China’s crowded low-end market. Its strategy hinges on developing more advanced 28nm chips.
Foxconn’s China Playbook Lands in India as Chip Partnerships Deepen
Foxconn is replicating its massive Chinese factory-city model in India, hiring tens of thousands for iPhone production. At the same time, Japanese semiconductor firms Rohm and AOI Electronics are forming key manufacturing partnerships with Indian companies like Tata and Kaynes.
Asus Says No to Making RAM, So the Shortage Continues
A rumor claimed Asus would start selling its own RAM by the second half of 2026 to combat ongoing shortages. The company has now flatly denied those plans, stating that building a memory chip factory is a multi-year, high-risk endeavor that wouldn’t solve the current supply crisis.
China’s “Frankenstein” EUV Machine Is a Paper Tiger
The story of a covert Chinese lab building a working EUV lithography machine is falling apart. A new analysis reveals the prototype is a nonfunctional collection of mismatched parts, incapable of making a single chip.
TSMC’s AI Boom Creates a “Suffering From Success” Crisis
TSMC is struggling under the weight of overwhelming AI demand from clients like NVIDIA and AMD. The chip giant faces severe labor shortages and skyrocketing capital spending as it races to expand capacity. This “one-man show” in the foundry market is creating major bottlenecks.
Samsung’s Chip Business Is About to Get a Huge AI Boost
Samsung’s chip fabrication business is on a serious hot streak. After landing deals with Apple and Tesla, it’s now reportedly in talks to manufacture Google’s most powerful AI chips. This could be a game-changer for the semiconductor industry’s balance of power.