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Thursday 2 April 2026
Samsung upgrades Austin fab, signals dual-track US chip strategy
Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...
Thursday 2 April 2026
Intel buyback signals shift beyond austerity as chipmaker regains confidence
Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
Thursday 2 April 2026
Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
Thursday 2 April 2026
Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026
Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...
Thursday 2 April 2026
Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

Thursday 2 April 2026
China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk
China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD,...
Wednesday 1 April 2026
Nexchip applies for HK listing amid mature-node expansion
Chinese semiconductor foundry Nexchip has applied to list on the Hong Kong Stock Exchange's Main Board, Guandian.cn reported on March 31, as the company moves to consolidate...
Wednesday 1 April 2026
Taiwan scientists rethink lithium-ion batteries, eye high-power EV applications

In a breakthrough that could redefine electric vehicle (EV) battery technology, a research team led by Professor Yu-Sheng Su at the International...

Wednesday 1 April 2026
China's AI chip demand drives advanced foundry growth amid geopolitical split
Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...
Wednesday 1 April 2026
Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
Tuesday 31 March 2026
Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
Tuesday 31 March 2026
Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...
Tuesday 31 March 2026
Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
Tuesday 31 March 2026
Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
Tuesday 31 March 2026
LCD monitor panel prices rose as notebook panel price drop slowed in March
Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...