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Tuesday 10 November 2026
AI demand points to tighter capacity, higher prices at Taiwanese foundry service Vanguard
Vanguard International Semiconductor expects utilization of its 8-inch mature-node fabs to exceed 90% in the fourth quarter of 2026, as AI data center demand lifts orders for power...
Tuesday 10 November 2026
Infineon bets on 800V DC for megawatt AI racks
Rising power demand at AI data centers is driving demand for power semiconductors used in server power supplies, grid equipment, and chip-level power delivery. Infineon Technologies...
Tuesday 10 November 2026
Automotive component maker PMX doubles semiconductor revenue share to 20%
Automotive powertrain and safety component maker Global PMX reported 3Q26 consolidated revenue of NT$2.417 billion (US$73.76 million), up 5.87% quarter-on-quarter and 24.59% year-on-year...
Tuesday 10 November 2026
Lens Technology to start glass substrate pilot line by year-end, eyes Korean chipmakers
China's Lens Technology plans to build and operate its first through-glass via (TGV) glass substrate pilot line by the end of 2026 and is seeking partnerships with South Korean semiconductor...
Monday 9 November 2026
Musk targets 3Q27 launch for Nvidia-powered space data centers, massive scale by 2029
On November 7, local US time, Elon Musk appeared remotely at the 33rd Baron Investment Conference in New York. During an hour-long conversation with Baron Capital founder Ron Baron,...
Monday 9 November 2026
Samsung, SK Hynix race to secure EUV tools as ASML warns of shortages
Samsung Electronics and SK Hynix are competing to secure extreme ultraviolet (EUV) lithography equipment from ASML as the Dutch supplier warns that its planned capacity will fall short...
Monday 9 November 2026
Chang Wah Technology holds high utilization, boosts China investment
Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite...
Monday 9 November 2026
Musk's Terafab reportedly targets memory output on par with Samsung's DRAM capacity
Terafab, the chipmaking venture backed by Tesla and SpaceX, is reportedly planning memory output that would rival the world's largest DRAM maker. Japanese and Korean equipment and...
Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
Microsoft reportedly phasing out Oracle compute, reassessing cloud deals
Microsoft is phasing out a rented compute capacity agreement with Oracle after deciding not to renew a contract with the cloud provider. The separation is a part of a larger rethinking...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
Surging AI demand turns CoWoS into a headache; securing packaging capacity becomes top priority, says MediaTek deputy GM
Surging demand for advanced packaging driven by artificial intelligence (AI) has turned chip-on-wafer-on-substrate (CoWoS) from an "interesting" technology into a headache, making...
Monday 9 November 2026
Semiconductor testing company KYEC keeps US AI chip testing plant on track despite election shift
King Yuan Electronics (KYEC) general manager Gauss Chang said the company's plan to establish a US testing facility in Texas remains on schedule despite concerns that a shift in control...
Monday 9 November 2026
India's semiconductor expansion faces testing capacity risks as OSAT investments advance
India's push to expand semiconductor assembly and packaging capacity risks outpacing the development of its chip testing infrastructure, potentially increasing costs and prolonging...
Monday 9 November 2026
Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...