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Monday 18 May 2026
US-China summit leaves AI chip talks unresolved but eases trade tensions
Leaders from the US and China concluded a two-day summit that did not yield breakthroughs on AI chips or technology controls, but did deliver concrete trade measures aimed at cooling...
Friday 15 May 2026
Trump-Xi summit is Nvidia's best shot at getting back into China
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
Thursday 14 May 2026
AI chip boom drives record growth for Taiwan testing firm MPI
With surging demand for artificial intelligence, high-performance computing, and custom AI chips, MPI Corporation said strong momentum in semiconductor testing equipment and testing...
Thursday 14 May 2026
Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand
Lam Research said it will hire more than 1,000 professional engineers in Taiwan in 2026 as customer demand mounts and the company expands technical support services for foundry, memory...
Wednesday 13 May 2026
Ajinomoto raises ABF substrate film prices 30%
Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
Wednesday 13 May 2026
Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand
Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...
Monday 11 May 2026
AI boom drives Taiwan's semiconductor testing industry into record expansion

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test...

Friday 8 May 2026
TSMC reports record April sales as AI chip demand puts Asia supply in focus
TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
Tuesday 5 May 2026
Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...
Monday 4 May 2026
ADT lands US AI chip deal using Samsung 4nm
ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications...
Monday 4 May 2026
Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives
Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...
Monday 4 May 2026
Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion,...

Monday 4 May 2026
AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
Monday 4 May 2026
China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles
China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...
Friday 1 May 2026
TeraFab is already changing the semiconductor landscape — before a single chip is made
Elon Musk has a habit of building what he cannot buy.