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Wednesday 25 February 2026
China AI server buildout strains optical module, MLCC capacity
China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
Tuesday 24 February 2026
ASML lifts EUV power to 1,000W, targets 50% chip output gain by 2030

ASML has unveiled an extreme ultraviolet (EUV) upgrade that could raise chip output per scanner by up to 50% by 2030, without expanding...

Tuesday 24 February 2026
Memory chip shortage will last until mid-2026, says Acer CEO
Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
Monday 23 February 2026
Stargate delays push OpenAI to seek cloud compute alternatives
OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The...
Saturday 21 February 2026
Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains
The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...
Thursday 19 February 2026
DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race
When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...
Thursday 19 February 2026
Supermicro explores local manufacturing in India amid AI push
US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence...
Thursday 19 February 2026
DIGITIMES Insight: US tariff-credit design could pressure Korean memory makers to localize production
A proposed US tariff and duty-exemption framework could force Korean memory suppliers to accelerate US fab investments or risk losing AI server market share, according to DIGITIMES...
Wednesday 18 February 2026
AI server MLCC orders double capacity; Murata considers price increase

Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

Wednesday 18 February 2026
Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
Wednesday 18 February 2026
DIGITIMES Insight: TSMC's Kumamoto 3nm upgrade targets automotive, AI demand rather than Rapidus
TSMC's decision to upgrade its second Kumamoto fab to 3nm reflects long-term customer demand and supply chain strategy rather than competitive pressure from Rapidus, according to Luke...
Wednesday 18 February 2026
Micron expands capacity to counter worst memory supply shortage in 40 years

Micron Technology is accelerating capacity expansion in response to what executives describe as the most severe memory supply shortage...

Wednesday 18 February 2026
Samsung advances LPDDR5X-PIM, signaling memory's new role in AI computing

Artificial intelligence is shifting the center of gravity in semiconductors. For decades, processors defined performance. Now memory bandwidth,...

Wednesday 18 February 2026
India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035
Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's...
Tuesday 17 February 2026
Thailand's BOI approves WD project to develop HAMR hard drives
Thailand's Board of Investment (BoI) has approved a THB2.3 billion (US$73.81 million) research and development project for WD's Thai unit, Western Digital Storage Technology (Thailand)...