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    SpaceX's IPO gives Musk unchecked control via 'Texas fortress' strategy
    2min ago
    ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
    7min ago
    Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
    19min ago
    CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets
    24min ago
    NEWS TAGGED CAPACITY
    Friday 24 April 2026
    BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

    Driven by geopolitical shifts and supply chain restructuring, Southeast Asia has become an important destination for Taiwanese electronics...

    Thursday 23 April 2026
    Volkswagen outlines aggressive EV, AI and capacity reset ahead of Beijing show
    Volkswagen's plan to launch 50 electric models by 2030 while cutting global production capacity signals major structural shifts for consumers, suppliers, and markets worldwide. The...
    Thursday 23 April 2026
    SK Hynix flags persistent HBM shortage as demand outpaces supply
    SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
    Thursday 23 April 2026
    Lam Research signals sustained AI-driven momentum as WFE outlook improves
    Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
    Thursday 23 April 2026
    Google debuts TPU 8t and 8i as AI workloads diverge
    Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...
    Thursday 23 April 2026
    SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity
    SK Hynix has broken ground on a large-scale advanced packaging facility in Cheongju Technopolis, underscoring how the battleground for AI semiconductors is shifting beyond wafer fabrication...
    Wednesday 22 April 2026
    Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27
    Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...
    Wednesday 22 April 2026
    ASM International reports 16% growth in 1Q26 revenue driven by booming AI market
    ASM International reported a high revenue in the first quarter of 2026, driven by surging AI demand and its need for advanced...
    Wednesday 22 April 2026
    Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction
    Struggling footwear brand Allbirds has announced plans to pivot to artificial intelligence (AI) infrastructure, supported by a US$50 million convertible financing facility, as it exits...
    Wednesday 22 April 2026
    Powerchip returns to profitability in 1Q26 following fab sale to Micron
    Powerchip Semiconductor Manufacturing (PSMC) reported revenue of NT$13.57 billion (approx. US$432 million) in the first quarter of 2026, up 6% from the previous quarter and 22% year...
    Wednesday 22 April 2026
    CXMT fills LPDDR4X gap as non-China CSPs seek capacity
    Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory...
    Tuesday 21 April 2026
    Samsung plans NAND expansion at P5 on AI-driven price gains
    Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
    Tuesday 21 April 2026
    MacBook Neo demand surge highlights chip shortage pressure
    Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.
    Tuesday 21 April 2026
    ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
    ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
    Tuesday 21 April 2026
    Beijing acts on memory price surge, AI demand reshapes device costs

    China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

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    AsiaBAN
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook