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    Samsung to ship HBM4 to Nvidia, AMD in February
    9min ago
    Strategies of Nvidia, Arm, Qualcomm for AI ASIC
    58min ago
    TAISIC Materials shifts focus to high-end SiC substrates
    1h 22min ago
    Blue Origin's new satellite network eye enterprise and govt sectors
    1h 31min ago
    Kenmec Mechanical Engineering outlines four growth engines toward AI future
    1h 33min ago
    Nvidia CEO's first 2026 China visit seeks to clarify H200 chip sales and compliance
    1h 33min ago
    Nvidia CEO heads to India AI summit as tech giants vie for emerging market
    1h 34min ago
    China's computing power market starts 2026 in turmoil
    1h 39min ago
    Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China
    1h 40min ago
    Taiwan firms face defense market barriers despite US tariff cut
    1h 44min ago
    AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade
    1h 51min ago
    NEWS TAGGED CAPACITY
    Monday 26 January 2026
    Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
    Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...
    Friday 23 January 2026
    ASE Group's USI merges with EugenLight to expand silicon photonics module capacity in Vietnam
    ASE Group's co-packaged optics (CPO) strategy is close to complete. In addition to launching advanced packaging solutions that integrate optical engines (OE) and application-specific...
    Friday 23 January 2026
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    TSMC chairman C.C. Wei confirmed adjustments in 8-inch and mature process capacities to improve efficiency, with Samsung also cutting 8-inch output. Despite these reductions and price...
    Friday 23 January 2026
    TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms
    TSMC has significantly expanded its advanced packaging capacity in recent years to meet surging AI customer demand. Despite planning six to eight phases for the Chiayi site, internal...
    Friday 23 January 2026
    Intel slows its most ambitious node—and signals where the real battle is for now
    Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments...
    Friday 23 January 2026
    HBF likely overtaking HBM market by 2038 as commercialization speeds up

    High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting...

    Friday 23 January 2026
    NAND shortages help Phison to enter US server supply chain
    Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling...
    Thursday 22 January 2026
    PSMC to upgrade DRAM processes as demand strengthens

    Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

    Thursday 22 January 2026
    Commentary: China's NPI edge comes under pressure
    Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...
    Thursday 22 January 2026
    Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
    2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
    Thursday 22 January 2026
    Nanya expects memory shortage through 1H27 amid surging demand
    Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...
    Thursday 22 January 2026
    Taiwan PCB direct shipments to the US remain limited
    The US has lowered the tariff rate on Taiwan to 15%, and it will not be stacked with the most-favored-nation (MFN) tariff rate. This places Taiwan on the same baseline as Japan, South...
    Thursday 22 January 2026
    BTL capitalizes on AI server testing capacity shortage
    To strengthen computing power reserves, the capexs of the four major cloud service providers (CSPs) are expected to remain strong in 2026 and support industry development. These investments...
    Wednesday 21 January 2026
    TSMC capacity crunch signals opportunity for Samsung's advanced nodes

    The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

    Wednesday 21 January 2026
    Thailand emerges as ASEAN PCB hub with Zhen Ding Tech's US$2.1B investment
    Thailand's Board of Investment (BOI) recently approved a major investment plan led by Zhen Ding Tech (ZDT), the world's largest printed circuit board (PCB) manufacturer, in partnership...
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    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook