GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Chicony Power Technology Co. reported weaker quarterly results in the third quarter of 2026 as slowing notebook demand and severe memory shortages among customers weighed on performance...
Murata Manufacturing and Samsung Electro-Mechanics (Semco) have reportedly secured silicon capacitor production capacity from Winbond Electronics to meet demand from their end customers,...
As low capacity utilization, steep tariffs, and fierce competition from Chinese automakers pressure the industry, significant growth in European defense spending is opening new business...
As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs)...
Display driver IC designer Raydium Semiconductor reported consolidated revenue of NT$6.57 billion (≈ US$200 million) for the third quarter of 2026, down 3.8% sequentially but...
Samsung Electronics plans to produce high-bandwidth memory (HBM) base dies for AMD at its second foundry plant in Taylor, Texas, with the US chipmaker accounting for most of the facility's...
High Bandwidth Flash (HBF) could give AI accelerators more memory at roughly one-tenth the manufacturing cost per gigabyte of HBM4. But producing it could consume far more wafer capacity...
As AI computing clusters continue to expand, data centers are demanding higher transmission speeds and greater bandwidth. To overcome the manufacturing bottlenecks of traditional high-density...
PC component maker Darfon Electronics is consolidating its production capacity in China and Southeast Asia, while simultaneously shifting some of its resources for IT peripherals toward...
SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm...
South Korean company UTI, the second supplier of ultra-thin glass (UTG) cover glass for Apple’s first foldable smartphone, the iPhone Duo, has begun shipments to Samsung Display...
LG Energy Solution expects revenue to keep rising in the fourth quarter while profit dips. On its November 3 earnings call, it told analysts that its North American energy storage...
SK Hynix's decision to halt evaluation of a Solidigm pre-IPO and IPO has renewed questions over how it will finance a planned NAND flash plant in the US. Selling remaining assets linked...
AI demand continues to heat up while major global memory makers shift capacity toward higher-value products, keeping niche memory supplies tight in the near term. China-based IC design...
