CONNECT WITH US
Wednesday 4 March 2026
Samsung expands AI chip push with Pyeongtaek P5 and Texas foundry ramp

Samsung Electronics is accelerating the expansion of its Pyeongtaek semiconductor campus in South Korea, aiming to establish the site as a core production base for next-generation AI memory. The company's fifth fabrication plant, P5, is scheduled to begin operations in 2028 and will support the long-term supply of high-bandwidth memory (HBM) and advanced DRAM used in AI servers and data-center infrastructure, according to Yonhap and Munhwa

LATEST STORIES
Thursday 5 March 2026
Jack Ma: AI tech evolves weekly, outpacing society's readiness
Amid the intensifying global race in generative AI, Alibaba founder Jack Ma recently appeared alongside senior executives at Hangzhou Yungu School to address the technology's rapid evolution. Ma bluntly said that AI's technological capabilities are iterating on a "weekly" basis, warning that society's preparedness is struggling to keep pace
Thursday 5 March 2026
AW 2026: Asus outlines edge AI strategy for smart city deployments

ASUS IoT is redefining the urban landscape by positioning itself as the high-performance backbone for modern smart cities, using edge AI and machine learning to transform infrastructure into proactive, life-saving networks. At Automation World (AW) 2026, ASUS said that by deploying edge computers and intelligent sensors, it facilitates real-time traffic management, automated emergency response, and energy-efficient smart poles. This is all while navigating the complex regulatory and privacy landscapes of global markets. ASUS's approach targets 40% reductions in crime, 20% shorter commutes, and 15% lower greenhouse-gas (GHG) emissions. It is clear the company is preparing for a counterstereotypical future of smart cities, where "intelligence" may even adopt new meanings

Thursday 5 March 2026
Suzuki to acquire Kanadevia's solid-state battery business to strengthen EV technology
Suzuki Motor Corporation said it will acquire the all-solid-state lithium-ion battery business of Japanese engineering firm Kanadevia Corporation, as the automaker steps up development of next-generation battery technology for electric vehicles (EVs)
Thursday 5 March 2026
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate development of hybrid bonding tools for HBM production. These newer entrants aim to challenge the thermal compression bonding (TCB) equipment segment dominated by Hanmi Semiconductor. Industry observers, however, say significant technical and cost barriers remain before hybrid bonding can be adopted at scale
Thursday 5 March 2026
China sets 2026 growth target at 4.5–5% as supply chain risks mount
China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency. The gross domestic product growth goal is between 4.5% and 5%, with consumer price index inflation expected to be around 2%, a range that marks a cautious shift from previous years' more definitive "around 5%" target
Thursday 5 March 2026
AI's power problem: US tech giants seek grid solutions while China builds energy edge

On March 4 local time, the White House will host a signing ceremony that could influence the direction of global AI competition. Technology and AI leaders, including Amazon, Meta, Microsoft, Google, xAI, Oracle, and OpenAI, are scheduled to gather in Washington to sign the Ratepayer Protection Pledge

Thursday 5 March 2026
Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month
Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded further within a month
Thursday 5 March 2026
Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company's expansion into the high-end data center storage supply chain

Thursday 5 March 2026
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases for related materials and squeezing profit margins for copper clad laminate (CCL) suppliers. Japanese materials makers have recently taken the lead in raising prices, shifting rising costs downstream to customers and end markets

Wednesday 4 March 2026
FitTech seeks enforcement to recover over US$43 million and CNY30 million from Sanan subsidiaries
LED equipment manufacturer FitTech announced it has filed compulsory enforcement applications with local Chinese courts to recover more than US$43.29 million and CNY30.37 million (approx. US$4.42 million) from two subsidiaries of Sanan Optoelectronics, saying the move follows unpaid arbitration awards
Wednesday 4 March 2026
Hisense leads 100-inch TV shipments as Chinese brands surge in 2025
The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL and Hisense are rapidly closing the gap, breaking into the top five TV sellers worldwide
Wednesday 4 March 2026
SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure

China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1, 2026, prices for its smart security and AIoT product lines will rise by 10% or 20%, depending on the upstream wafer foundry manufacturing the products

Tuesday 3 March 2026
US Congress and industry clash over new semiconductor security mandates
The US House Foreign Affairs Committee has advanced legislation that would grant Congress the authority to review and block advanced chip sales to adversarial nations, mirroring the oversight typically reserved for arms deals. This move, alongside the proposed Chip Security Act, has sparked a sharp divide between national security hawks in Washington and semiconductor industry leaders regarding the future of American technological leadership and export control strategies
Tuesday 3 March 2026
US moves to bar federal purchases of China-linked chips

The US is moving to bar federal agencies from buying certain semiconductors tied to major China-based chipmakers, widening procurement restrictions even as memory shortages and rising prices strain electronics supply chains

Tuesday 3 March 2026
Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose, Hokkaido, facility with Synopsys also participating