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NEWS TAGGED 2027
Tuesday 27 October 2026
Ennostar's optical push could add new growth engine for 2027 and onward
Ennostar Holdings is expanding into optical communications as Micro LED and Micro VCSEL products move into customer sample-validation stages. The company expects the business to enter...
Tuesday 27 October 2026
AMD, Nvidia target substrate capacity amid 4x expansion constraints
AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies. The moves show that chipmakers...
Tuesday 27 October 2026
Meta launches US$35 billion equity raise, funds US$60 billion at-the-market program for AI build-out
Meta Platforms has launched approximately US$35 billion of concurrent underwritten public offerings and plans an approximately US$60 billion at-the-market (ATM) program, as it funds...
Tuesday 27 October 2026
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, ZDNet Korea reported on October 26,...
Tuesday 27 October 2026
Vietnam's first fab reportedly faces doubts over 2027 target
Vietnam's first wafer fab may miss its 2027 trial-production target, Reuters reported on October 26, citing concerns about project execution and equipment procurement. Developer...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...
Tuesday 27 October 2026
NT1 plans to assemble Chinese delivery vans in Korea in 2027
South Korean autonomous delivery company NT1 plans to begin assembling Chinese-designed delivery vans locally in 2027, gradually adding Korean-made components as it seeks approval...
Tuesday 27 October 2026
Amkor turns to customer prepayments as global packaging investment accelerates
Amkor Technology is using customer prepayments and longer-term commitments to support an expanding manufacturing network across the US, South Korea, and Vietnam, as demand for advanced...
Sunday 25 October 2026
Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens
Texas Instruments (TI) held its latest earnings call this week, projecting fourth-quarter 2026 revenue of US$5.8 billion to US$6.3 billion. The midpoint of its guidance is broadly...
Sunday 25 October 2026
Magnate Technology sees aerospace, semiconductor growth opportunities
Magnate Technology expects rising aircraft engine demand and semiconductor equipment opportunities to support growth as it expands production capacity, with implications for global...
Saturday 24 October 2026
Bosch to spin off automotive business as Asian rivals intensify pressure
Bosch Group plans to establish Bosch Mobility as a wholly owned, legally independent subsidiary in August 2027, separating the business that generated about 60% of group revenue. The...
Friday 23 October 2026
Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive...
Friday 23 October 2026
Samsung reportedly orders final tools for first Taylor fab as Texas site nears 2nm output cap
Samsung Electronics has ordered additional equipment to fill the remaining space at its first foundry fab in Taylor, Texas, a move that would lift the plant's 2nm capacity to 20,000...
Friday 23 October 2026
Rapidus courts US AI customers ahead of planned 2H27 2nm mass production
Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a...