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NEWS TAGGED 2027
Friday 17 April 2026
TSMC revises advanced process and packaging strategy
TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...
Friday 17 April 2026
Analysis: ASML lifts 2026 guidance on strong EUV demand
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
Friday 17 April 2026
ASML extends Low NA EUV to 2031, ramps up High NA production
ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
Thursday 16 April 2026
Renesas reports accelerated MRDIMM adoption in China
As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory...
Wednesday 15 April 2026
Taiwan, Japan team up on advanced materials to power next-gen chips and clean energy
Japan dominates the global market for semiconductor equipment and materials — a strategic chokepoint that its neighbors and partners have long sought to learn from, not just...
Tuesday 14 April 2026
AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
Monday 13 April 2026
Apple reportedly tests four smart glasses designs ahead of 2027 launch

Apple is accelerating development of next-generation wearable hardware, with plans to launch its first smart glasses as early as 2027,...

Monday 13 April 2026
Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment
As demand for AI computing continues to surge, terrestrial data centers are facing mounting constraints in power supply, thermal management, and land availability. As a result, the...
Monday 13 April 2026
Exclusive: Apple's foldable iPhone faces production delay, but 2026 launch still in sight

The timing of mass production for Apple's first foldable iPhone has become a focal point of industry scrutiny. According to sources within...

Friday 10 April 2026
Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
High-end ABF substrate wet process equipment maker Eclat Forever Machinery (EF) announced that, driven by clear expansion momentum from domestic IC substrate customers, capital expenditures...
Friday 10 April 2026
CXMT targets 12-layer HBM production by 2027, closing gap with Korea
China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...
Friday 10 April 2026
MetaOptics reshapes consumer electronics with AI-driven optical innovation
MetaOptics' pivot from lenses to intelligent processing stands to reshape mobile imaging, security, and wearable devices globally, lowering hardware costs while enabling new contactless...
Thursday 9 April 2026
Samsung P4 fab nears completion, expanding 1c DRAM capacity
Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
Thursday 9 April 2026
Samsung plans to add Pro model to Galaxy S27 lineup
Samsung Electronics plans to introduce a new "Pro" model in its 2027 Galaxy S27 series, expanding its flagship lineup. Industry analysts believe this move aims to broaden consumer...
Thursday 9 April 2026
AI chip demand tightens ABF substrate supply, three-year upcycle in sight
As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...