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NEWS TAGGED 2027
Thursday 18 September 2025
Murata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B
Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural...
Thursday 18 September 2025
Nissan launches cost reduction project with expanded use of China-made components and logistics optimization
Nissan Motor held a media briefing on September 17 to outline its plans to reduce variable costs in vehicle production, aiming to cut JPY250 billion (approx. US$1.7 billion) by fiscal...
Thursday 18 September 2025
Hanwha Semitech stakes early lead in hybrid bonding race for SK Hynix's HBM4
Hybrid bonding machines are set to become critical by 2027, when chipmakers move into mass production of 20-layer, sixth-generation high-bandwidth memory (HBM4). Global equipment...
Tuesday 16 September 2025
Rare earth shortage reportedly threatens to delay Tata Electronics' wafer fab plans
Tata Electronics' plan to roll out its first semiconductor chip from its Dholera, Gujarat plant by mid-2027 may face delays if India fails to secure sufficient supplies of rare earth...
Tuesday 16 September 2025
China builds, Meta sells, Taiwan waits: the fault lines in AI smart glasses
AI-powered smart glasses are gaining momentum, yet analysts expect Meta to dominate the market until at least 2027, as Apple and Google's competing devices remain in development....
Sunday 14 September 2025
Intel outlines 2026 PC roadmap: Arrow Lake refresh to hold the line before Nova Lake overhaul

Intel is tightening its PC processor roadmap, confirming it will roll out an Arrow Lake Refresh in 2026 and follow with the next-generation...

Saturday 13 September 2025
TSMC builds new fab supply chain hub in southern Taiwan
TSMC continues to advance its investment plan for the Pingtung Science Park, officially opening the site for vendors to begin construction. Arthur Chuang, vice president of Facility...
Friday 5 September 2025
Japan’s 2026 drone budget surges to record-high US$2.13 billion
Japan’s Ministry of Defense announced in late August its defense budget proposal for fiscal year 2026 (April 2026 to March 2027), reaching a record high of JPY 8.8454 trillion...
Tuesday 2 September 2025
SK Hynix expected to outpace Samsung, Micron in HBM share
SK Hynix is expected to retain more than half of the global high-bandwidth memory (HBM) market through at least 2027, cementing its role as Nvidia's top supplier while broadening...
Monday 1 September 2025
Rapidus 2nm chip matches TSMC's logic density, outpaces Intel in performance

Rapidus is preparing to launch its most advanced chip yet, a 2nm process called "2HP," that could put it nearly on par with TSMC's N2...

Monday 1 September 2025
China unveils AI Plus roadmap targeting smart economy by 2035
On August 26, 2025, China's State Council released a guideline on deepening the implementation of the Artificial Intelligence Plus Initiative, outlining six key sectors and setting...
Thursday 28 August 2025
China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the...
Wednesday 27 August 2025
PC giants quietly press Taiwan's optical sector to exit China — and Taiwan too

Global notebook brands are pressuring Taiwan's optical component suppliers to diversify production under a "Non-China, Non-Taiwan" (NCNT)...

Friday 22 August 2025
China’s AI chip drive eyes 82% autonomy by 2027
China's top provinces are intensifying efforts to reduce reliance on foreign semiconductors, setting aggressive targets to boost self-sufficiency in AI and data center chips.
Friday 22 August 2025
Nvidia to adopt CoWoP advanced packaging for 2027 AI GPU, reshaping PCB supply chain
Nvidia Corporation is set to implement a new advanced packaging technology called Chip-on-Wafer-on-Platform PCB (CoWoP) for its next-generation GR150 AI GPU, expected to launch in...