Anthropic's "multi-platform resource pool" strategy, disclosed in its S-1 filing, is sending an important signal to the AI chip industry. The company uses Amazon Trainium, Google tensor...
Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict,...
Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng...
Intel's server expansion is drawing equipment and materials suppliers into a capacity push, but the benefits will arrive in stages. Management's October 29 earnings-call comments identified...
Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters...
Samsung Electronics and SK Hynix expect memory shortages to persist for years despite rising investment in chip factories, as surging AI demand and increasingly complex manufacturing...
Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end...
Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia...
AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical...
A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery...
Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors...
South Korean semiconductor packaging and testing company LB Semicon reportedly plans to invest KRW30 billion (approx. US$22.4 million) to expand its power management IC (PMIC) back-end...
KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth...
United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's...
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
