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    Samsung reportedly shifts GaN strategy toward foundry as device business stalls
    4h 7min ago
    Nvidia's rapid AI refresh cycle strains supply chain partners
    4h 7min ago
    Wuhan's optical valley bets big on AI with 12.8T module debut
    4h 7min ago
    Lam Research sees PLP pilot-line wave in the next 1-2 years
    4h 7min ago
    China's teleco trio roll out token pricing for AI compute services
    4h 7min ago
    NEWS TAGGED CAPACITY
    Wednesday 20 May 2026
    China's OSATs chase bigger role as AI chips strain packaging supply

    China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

    Wednesday 20 May 2026
    CXMT profit surge shows limits of China's DRAM push
    ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...
    Tuesday 19 May 2026
    Foundry, test costs push PMIC price hikes toward 12-inch wafers
    Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...
    Tuesday 19 May 2026
    Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
    TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
    Tuesday 19 May 2026
    Digital camera comeback exposes optical supply-chain talent and capacity gap
    Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...
    Tuesday 19 May 2026
    OpenAI surpasses 900 million users and signals possible new fundraising amid compute shortfall
    OpenAI said it has crossed 900 million weekly active users for ChatGPT and completed a US$12.2 billion private financing round at the end of March, but executives signaled the company...
    Tuesday 19 May 2026
    SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs
    AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues...
    Tuesday 19 May 2026
    Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
    China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
    Monday 18 May 2026
    Hiwin doubles robotics revenue share in 1Q26 on semiconductor automation demand
    Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as...
    Monday 18 May 2026
    SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

    SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers...

    Monday 18 May 2026
    Prosperity Dielectrics sees AI server power customers chasing MLCC supply
    Prosperity Dielectrics' surge in demand for high-end MLCCs, driven by higher-wattage AI server power systems, is extending lead times and prompting major capacity and material investments,...
    Monday 18 May 2026
    Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up
    Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying...
    Monday 18 May 2026
    As AI redraws chip industry, TSMC faces its first real rivals
    The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial...
    Monday 18 May 2026
    Analysis: Memory crunch opens IPO window for China’s CXMT
    China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...
    Monday 18 May 2026
    Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing
    Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook