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Tuesday 8 September 2026
SmallSat 2026: Two bottlenecks and four trends reshaping satellite industry
The 40th Annual Small Satellite Conference, held August 23-26, 2026, in Salt Lake City, capped what has been a productive year for the space industry, marked by new payload technologies,...
Tuesday 8 September 2026
US chip tariffs raise stakes for Samsung, SK Hynix's US memory plans
South Korea and the US are discussing semiconductor investments in the US as part of broader bilateral negotiations, bringing US chip tariff policy closer to the investment decisions...
Tuesday 8 September 2026
PCB maker Zhen Ding tops US$634M August revenue on AI server, optical module demand
PCB maker Zhen Ding Technology (ZDT) said business momentum is accelerating as demand strengthens during the traditional peak season. In addition to continued stocking for new mobile...
Tuesday 8 September 2026
CXMT sees tight DRAM supply through 2H26, accelerates server memory and China-made tool validation
Chinese DRAM maker ChangXin Memory Technologies (CXMT) expects global memory supply to remain tight through the second half of 2026, with AI-driven demand supporting prices while the...
Tuesday 8 September 2026
Advantech to open North America HQ and expand US manufacturing
Advantech will open its new North America headquarters campus in Tustin, California, on October 21, Taipei time, adding localized manufacturing and service capacity as demand linked...
Tuesday 8 September 2026
Nvidia reportedly shifts Rubin Ultra toward 8-high HBM as memory costs rise

Nvidia is reportedly shifting its Rubin Ultra AI accelerator toward an eight-high high-bandwidth memory (HBM) configuration, down from...

Tuesday 8 September 2026
Samsung allocates more than half of 4nm foundry capacity to HBM4
Samsung Electronics is allocating more than half of its 4nm foundry capacity to base dies for sixth-generation high-bandwidth memory (HBM4) as it accelerates shipments to major AI...
Tuesday 8 September 2026
Tungsten hexafluoride supply chain alerts as Peric expands
Explosive capacity expansions by memory giants across South Korea, the United States, and China are driving surging demand for tungsten hexafluoride (WF6), a specialty electronic gas...
Tuesday 8 September 2026
Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow
The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The...
Tuesday 8 September 2026
Infineon COO leaves a US fab open, says GlobalFoundries, ESMC already cover it
Infineon COO Alexander Gorski said the company is balancing in-house production, outsourcing, and global expansion as supply-chain resilience becomes a key customer requirement. In...
Tuesday 8 September 2026
Nvidia underwrites its own demand; that may be harder to copy than its chips
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
Tuesday 8 September 2026
BYD weighs US$1B car-carrier order to support surging EV exports
BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising...
Monday 7 September 2026
HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise...
Monday 7 September 2026
Exclusive: Infineon Dresden fab to hit full capacity in 2-3 years, COO says
Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at SEMICON Taiwan 2026 that the company's new Dresden fab is ramping at twice the pace of prior expansions,...
Monday 7 September 2026
Exclusive: Infineon COO says chip shortage recovery will take longer
Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at Semicon Taiwan 2026 that the current global chip shortage is unlike the one during Covid-19 and will...