The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical...
As 6G standardization accelerates and low-Earth-orbit satellite applications gain traction, the communications industry is entering a new phase — one defined by the native integration...
S-Tech Corp's shift toward titanium alloys and entry into the US market could reshape global supply for the aerospace and defense sectors, reducing reliance on nickel-based products...
Driven by AI, demand for high-bandwidth memory (HBM) is surging, causing a supply shortage in DRAM and prompting cloud service providers to pre-book capacity for the next two years...
At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...
The AI era has officially shifted from training to inference and agent-centric computing, prompting Nvidia's strategic acquisition of Groq to integrate LPUs into its own platform....
Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer...
India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...
