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NEWS TAGGED 2026
Tuesday 29 September 2026
Column: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in it
Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with...
Tuesday 29 September 2026
Samsung Foundry nears 60% 2nm yield, shifts focus to power efficiency to win customers
Samsung Electronics' foundry business has reportedly raised yield on its 2-nanometer (2nm) SF2 process to nearly 60% and is now shifting engineering work toward power efficiency and...
Tuesday 29 September 2026
MicroIP unveils AI drone and edge systems at Taiwan Expo USA
MicroIP Technology showcased its AI drone vertical mission system at the 2026 Taiwan Expo USA in Dallas, drawing attention from organizers and US stakeholders. The company said the...
Tuesday 29 September 2026
Solidigm weighs US IPO as AI storage demand lifts valuation
SK Hynix's US-based NAND flash and solid-state drive (SSD) subsidiary, Solidigm, is considering a US initial public offering as early as 2027, with reports indicating a potential valuation...
Tuesday 29 September 2026
Samsung Electro-Mechanics to invest US$5 billion in ABF substrate expansion
Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance...
Tuesday 29 September 2026
Advanced packaging shifts toward system integration as AI renews semiconductor talent appeal

At Singapore's Innovate Together 2026 conference on September 25, executives and researchers from A*STAR's Institute of Microelectronics...

Tuesday 29 September 2026
Beyond 16 layers: HBM stacks test advanced packaging equipment makers
At Singapore's Innovate Together 2026 conference on September 25, equipment makers including ASM, ASMPT, and KLA said the challenges facing next-generation advanced packaging are expanding...
Tuesday 29 September 2026
Samsung bonus plan to lift South Korea talent race

Samsung Electronics' Device Solutions division is set to announce the calculation and payout rules for its special management performance...

Tuesday 29 September 2026
Qualcomm, Liquid AI tout on-device AI potential at Snapdragon Summit
Qualcomm Technologies held its Snapdragon Summit 2026 in Maui, Hawaii, from September 22 to 24. During the keynote on the second day, Qualcomm president and CEO Cristiano Amon spoke...
Tuesday 29 September 2026
LG AI Research expands sovereign AI push into Kazakhstan, Middle East
LG AI Research is moving into Kazakhstan and the Middle East to capture demand for sovereign AI in emerging markets. The South Korea-based unit is using its model development and commercialization...
Tuesday 29 September 2026
Meta adds camera-free AI glasses as Samsung prepares 2026 launch
Meta has introduced a camera-free smart glasses model while Samsung Electronics prepares to enter the AI glasses market in 2026, as privacy concerns and product design trade-offs reshape...
Tuesday 29 September 2026
South Korean component makers face price cuts as memory costs climb

South Korean electronics component suppliers are under growing pressure as rising memory prices drive chip inflation deeper into the...

Tuesday 29 September 2026
IDC says AI agent growth will widen global compute shortage by 2027

AI agents are moving into enterprise workflows and driving a sharp rise in demand for AI infrastructure, with a new report from IDC...

Tuesday 29 September 2026
AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

Tuesday 29 September 2026
Posco Future M lands KRW1.1 trillion LFP cathode deal with SK On
Posco Future M signed a large lithium iron phosphate (LFP) cathode materials supply contract with SK On for 2027 to 2029, in a deal worth about KRW1.1 trillion (US$810 million). The...