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Commentary: How FCC ban proposal is affecting China’s optical module makers

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Exclusive: Musk builds a US solar supply chain that may extend to polysilicon

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Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains

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TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers

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Offshore wind projects face bidding failures as supply chain warns of a market gap

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China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain

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Home Tech Semiconductors

Gen5 SSD race shifts to power and AI: Micron, YMTC diverges

Staff reporter, Taipei

May 7, 2026, 06:59 0

Credit: YMTC

As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era...

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