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Friday 26 June 2026
Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...

Friday 26 June 2026
Corning weighs South Korea site as chip packaging race turns to glass

Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass...

Friday 26 June 2026
SK Hynix's US$29 billion Nasdaq plan puts capacity expansion in focus

SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence,...

Friday 26 June 2026
SK Siltron to bring new 300mm wafer capacity online as AI demand lifts shipments

SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI...

Friday 26 June 2026
Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26
Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners...
Friday 26 June 2026
China power semiconductor makers raise prices as AI and vehicle demand grows
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
Friday 26 June 2026
Tungsten shortage spreads from raw material to chip manufacturing, Japan warns
China's tightening tungsten export controls are adding pressure to global supply chains, with implications for semiconductor makers, defense industries, and industrial users worldwide...
Thursday 25 June 2026
Europe's AI infrastructure: the cost gap that policy cannot paper over
The EU currently hosts roughly 5% of the world's AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024...
Thursday 25 June 2026
China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process...
Thursday 25 June 2026
Sigurd expands AI testing capacity as demand keeps facilities full
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains...
Thursday 25 June 2026
ASE sees AI demand stretching packaging capacity into 2030
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company...
Thursday 25 June 2026
Aleees to build 100,000-tonne precursor plant in Taiwan to supply North American LFP demand
Advanced Lithium Electrochemistry, or Aleees, said on June 25 that it will accelerate construction of a phosphoric iron precursor plant in Taiwan, targeting an annual capacity of 100,000...
Thursday 25 June 2026
Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem
Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse...
Thursday 25 June 2026
Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing...
Thursday 25 June 2026
TSMC-Amkor alliance jolts packaging map as ASE races to expand
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing...