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    NAND giants target AI inference as South Korean SSD exports surge
    Nov 4, 17:02
    Semiconductor equipment lead times stretch as TSMC, Micron and Intel discuss 2029 orders
    Nov 4, 16:59
    AI concerns deepen, but server supply chain demand remains strong
    Nov 4, 16:59
    Commentary: AOI secures long-term supply of InP substrates from China amid tight supply
    Nov 4, 16:59
    CXMT customer prepayments surge nearly 16-fold as DRAM supply tightens
    Nov 4, 16:58
    NEWS TAGGED 2028
    Tuesday 1 September 2026
    Luxnet eyes orders through 2028, DCI revenue set to double in 2027
    AI-driven demand for optical transceiver modules is rising rapidly, and LuxNet said its business in the second half of 2026 will grow sharply from the first half. With capacity coming...
    Monday 31 August 2026
    Chinese robotaxis head for Seoul as Pony.ai and FutureLink plan a 200-vehicle fleet
    A Chinese autonomous driving vendor is set to take a commercial position in a market whose own robotaxi industry has yet to clear the hurdle to commercialization. Pony.ai and South...
    Friday 28 August 2026
    ASIC makers see CSP orders stay strong through 2028
    The four major US cloud service providers (CSPs) have already rewritten their 2026 capital expenditure records, and ASIC vendors are increasingly confident that demand will remain...
    Friday 28 August 2026
    Samsung diverges from TSMC on FOPLP: retains 415×510mm panel size, targets 2028 mass production
    Samsung Electronics' packaging technology lead, Lee Hee-seok, outlined the company's advanced semiconductor packaging roadmap at Advanced Semiconductor Packaging & Chiplet Show...
    Friday 28 August 2026
    Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden
    Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says...
    Monday 24 August 2026
    Etron chair sees memory boom extending to 2028-2030
    The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely...
    Friday 21 August 2026
    Research Insight: 2028 key year for optical interconnects in AI racks
    Optical communications will likely enter AI server racks in 2028, DIGITIMES analyst Joyce Chen said on August 20 at a semiconductor industry forum in Taipei, as rising AI cluster scale...
    Friday 21 August 2026
    Nitto Denko to expand HDD baseboard capacity for AI data center demand
    Nitto Denko said it will invest JPY28 billion (US$176.68 million) through fiscal 2028 to expand production of thin-film metal base boards for hard disk drives, raising capacity by...
    Thursday 20 August 2026
    Samsung repays 20 trillion won SDC loan early as memory demand surges

    Samsung Electronics fully repaid a KRW20 trillion unsecured loan from Samsung Display ahead of schedule in the second quarter of 2026,...

    Wednesday 19 August 2026
    Samsung Display restarts Asan OLED plant to meet foldable and IT demand
    Samsung Display Co. is reported to be restarting construction of a new OLED plant in Asan, South Korea, after a five-year pause as demand rises for foldable phones and OLED panels...
    Monday 17 August 2026
    Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

    Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

    Monday 17 August 2026
    T-glass demand surges as IC substrate makers see shortages through 2028
    As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
    Friday 14 August 2026
    Nvidia Feynman pushes TSMC A16 and CPO ramp

    Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin...

    Friday 14 August 2026
    Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028
    Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...
    Friday 14 August 2026
    Applied Materials sets 2028 capacity target as it commits new manufacturing hires
    Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...
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    BIZ FOCUS
    Nov 3, 08:00
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results