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    Tuesday 1 September 2026
    Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race
    China's leading DRAM maker CXMT has gone from years of accumulated losses to one of the most profitable companies on the mainland market, propelled by an extraordinary memory upcycle...
    Tuesday 1 September 2026
    JCET lifts 2026 capex to CNY10 billion as AI packaging demand outruns forecasts
    JCET Group is sharply increasing spending as demand for artificial intelligence strains advanced packaging capacity worldwide. The Chinese chip tester and assembler said the shift...
    Tuesday 1 September 2026
    India expands chip ambitions with full Semicon 2.0 notification
    India has unveiled the next phase of its semiconductor policy, a move that could reshape global chip supply chains, investment flows, and talent markets. The expanded program aims...
    Tuesday 1 September 2026
    AI server cooling specialist Nidec expands Vietnam capacity, forms liquid-cooling team
    Nidec Chaun-Choung Technology plans to establish a dedicated liquid-cooling team and deepen cooperation with major cloud service providers, citing rising thermal-management demand...
    Tuesday 1 September 2026
    Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect
    Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control...
    Tuesday 1 September 2026
    Silergy data center business surges as new products scale up
    Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...
    Monday 31 August 2026
    U-Best races to launch PFAS-free coatings by 1Q27
    U-Best Innovative Technology, a unit of Sun Yad Group, is accelerating development of fluorine-free coatings to capture replacement demand driven by EU and US state-level regulations...
    Monday 31 August 2026
    Nvidia demand nearly doubles as supply meets only 70%
    Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...
    Monday 31 August 2026
    Unimicron search puts spotlight on cross-border manufacturing for Taiwan's electronics sector
    Unimicron, a major Taiwanese IC substrate maker, came under intense supply chain scrutiny last week after reports that prosecutors and investigators searched the company over a suspected...
    Monday 31 August 2026
    Kingboard Laminates raises prices again as CCL shortages deepen
    Kingboard Laminates, a leading Chinese copper-clad laminate (CCL) maker, has issued another price increase notice as shortages of core materials such as fiberglass cloth and copper...
    Monday 31 August 2026
    Samsung Galaxy Z Fold8 demand surges, straining UMC 22nm DDI supply
    Samsung Electronics' first passport-style foldable, the Galaxy Z Fold8, is reportedly facing tight display driver IC (DDI) supply as demand exceeds expectations. Samsung has continued...
    Monday 31 August 2026
    China silicon wafers enter AI-led upcycle: prices rise, 12-inch capacity expands

    Hangzhou Lion Microelectronics plans to invest about CNY3 billion (approx. US$446 million) in a new 12-inch silicon wafer project in Jiaxing,...

    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth

    NewPower Worldwide, one of the electronics industry's fastest-growing distributors, today announced it has expanded its committed credit facility to $750 million, further...

    Monday 31 August 2026
    Repon to ship Vera Rubin rails in August, ramp ASIC in September
    Server rail maker Repon began shipping Nvidia's Vera Rubin rack products in August 2026, with ASIC server rack rails set for mass production in September. The higher average selling...
    Monday 31 August 2026
    MCE expands auto electronics capacity to defend Malaysia's domestic market
    MCE Holdings Berhad (MCE) is expanding its product lines and capacity as Chinese competitors intensify pressure on Malaysia's auto parts industry, with the company aiming to defend...
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    BIZ FOCUS
    Sep 2, 08:22
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    Innovative Solutions for Fabricating High-Performance AI Multichip Packaging Using Glass Substrates
    Wednesday 2 September 2026
    8 September Hsinchu seminar: Silicon photonics driving AI chains
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