Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer ceramic capacitors, as rising AI server power requirements increase demand for the components.
Chinese AI developer Z.ai has completed a giant data center running exclusively on domestically made chips, a milestone in Beijing's drive to replace restricted Nvidia silicon for future AI development.
South Korean semiconductor materials and parts supplier CMTX has developed a roughly 590mm single-crystal silicon ground ring for chip-etching equipment and plans to begin customer validation as it scales production of the 600mm-class ingots used to make oversized chamber components.
China's AI hardware race is shifting from individual accelerators to supernodes, optical interconnects, advanced packaging and cloud-scale systems.
India's smartphone market was hit by a sharp second-quarter decline that may matter well beyond the country's borders, as higher component costs lifted prices and dampened demand. The drop underscores how global memory shortages, inflation, and weaker spending are reshaping handset sales, especially in value-driven markets across Asia and emerging economies.
Amid the global boom in AI infrastructure investment, Southeast Asia is evolving from an electronics-component manufacturing base into a critical node for AI servers, high-speed networking equipment and semiconductor supply chains. The transition is also serving as a major catalyst for the region's PCB industry to move up the value chain.
A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually push the DRAM market back into oversupply.
Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other conventional memory products while maintaining high-bandwidth memory (HBM) volumes already committed to customers.
