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Memory giants lock in up to 70% of capacity under long-term deals as AI demand reshapes industry cycles

AUO, Largan Micro LED debate highlights optical communications uncertainty

Research: SpaceX moves closer to independent mobile network as Starlink expands spectrum holdings beyond satellites

China proposes tighter export controls on AI and solar technologies

CXMT eyes nearly US$20 billion profit as AI-driven DRAM shortages fuel earnings turnaround

Hanmi targets 2027 Wide TC Bonder launch, expands 2.5D AI chip packaging lineup

AUO expands AI businesses as it seeks its next growth curve

TSMC's only South Korean VCA partner ASICLAND eyes AI chip growth via Taiwan R&D

TECO shifts toward integrated solutions as AI drives demand for power, infrastructure

Nvidia backs OpenClaw, putting robotics potential, agent security in focus

Malaysia unveils six locally designed chips, but commercial adoption is the real test

Micron develops robot memory as Samsung, SK Hynix target physical AI

Infineon extends Wolfspeed wafer deal to 8-inch silicon carbide

US defense startups turn to Taiwan for local production partnerships

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Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI

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