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NEWS TAGGED 2027
Friday 10 July 2026
SK Hynix breaks Alibaba's US listing record — but HBM customers will wait until 2028 for the capacity it funds
SK Hynix has priced a US$26.5 billion Nasdaq offering, giving the world's leading supplier of high-bandwidth memory fresh capital to expand DRAM wafer production, advanced packaging...
Friday 10 July 2026
SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC
SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition....
Friday 10 July 2026
TSMC CoWoS output reportedly to reach at least 200K wafers in 2027

TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly...

Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Friday 10 July 2026
HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

Friday 10 July 2026
Liteon Technology June revenue jumps 37% on AI server power demand
Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...
Friday 10 July 2026
Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

Mitsubishi Chemical and Japan Steel Works are preparing a fresh capacity expansion in gallium nitride (GaN) substrates, aiming to capture...

Friday 10 July 2026
E&R Engineering advances glass substrate pilot production to 2H27
E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global...
Thursday 9 July 2026
Rebellions' IPO plan tests market appetite for inference chips
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...
Thursday 9 July 2026
Samsung eyes broader Exynos 2700 use in Galaxy S27
Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Today...
Thursday 9 July 2026
Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

Thursday 9 July 2026
Chang Wah Technology posts record June and second quarter revenue on stronger demand
Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and...
Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...

Wednesday 8 July 2026
China cost cuts put US$1T robotaxi market within reach by 2040

China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo...

Wednesday 8 July 2026
Sodium batteries to cut below LFP costs in 2027, reshaping energy storage economics

China is increasingly viewing 2026 as the launch year for sodium-ion batteries, as the technology's cost advantages in the energy storage...