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    Alibaba’s Zhenwu V900 and Huawei’s Ascend 960 move ahead, narrowing Nvidia’s compute gap
    8h 12min ago
    Qualcomm expands flagship SoC lineup to give OEMs more flexibility
    8h 12min ago
    United Renewable Power plans US plant, expands overseas sales and space solar business
    8h 12min ago
    Trump policies heighten US auto industry fears over Chinese EV makers
    8h 12min ago
    Interview: IMAPS chairman says TSMC’s CoWoS was a key lesson in advanced packaging
    8h 12min ago
    NEWS TAGGED CAPACITY
    Wednesday 9 September 2026
    Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

    WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV)...

    Wednesday 9 September 2026
    Samsung-led EUR3B funding round nearly doubles Mistral's valuation
    French AI startup Mistral has raised EUR3 billion (US$3.5 billion) in a funding round led by Samsung Electronics, nearly doubling its valuation as the company seeks to strengthen its...
    Wednesday 9 September 2026
    Mature-node chip scramble may persist through 2028 as supply chain management becomes bargaining leverage
    Capacity for advanced semiconductor processes and packaging remains tight, while mature-node chips required for AI-related peripheral applications are also facing mounting supply pressure...
    Wednesday 9 September 2026
    CSPs expand Malaysia AI server hubs as Southeast Asia grows
    According to the latest DIGITIMES Intelligence report, US-based cloud service providers (CSPs) are expanding their footprint in Malaysia, with Microsoft and Google driving the next...
    Wednesday 9 September 2026
    WinWay revenue surges on AI chip pin-count demand
    Semiconductor test interface maker WinWay said AI-related orders drove August 2026 revenue to NT$1.706 billion (US$53.8 million), up more than 2x year-over-year and a record high for...
    Wednesday 9 September 2026
    OpenAI taps Firmus for Malaysia data center capacity
    OpenAI has signed a multi-year agreement with Australian AI infrastructure developer Firmus for dedicated computing capacity at two data center sites in Malaysia, becoming an anchor...
    Wednesday 9 September 2026
    Samsung's Taylor fab reportedly fully booked before 2nm production begins
    Samsung Electronics' Taylor foundry fab in Texas has reportedly reached full booking before 2nm volume production begins, signaling stronger demand for the company's incoming US advanced-node...
    Wednesday 9 September 2026
    Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil
    Cooling electric vehicle demand is forcing South Korean copper foil makers to rethink capital and capacity. Lotte Energy Materials has sold a 90% stake in its architectural exterior...
    Wednesday 9 September 2026
    LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers
    LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being...
    Tuesday 8 September 2026
    SmallSat 2026: Two bottlenecks and four trends reshaping satellite industry
    The 40th Annual Small Satellite Conference, held August 23-26, 2026, in Salt Lake City, capped what has been a productive year for the space industry, marked by new payload technologies,...
    Tuesday 8 September 2026
    US chip tariffs raise stakes for Samsung, SK Hynix's US memory plans
    South Korea and the US are discussing semiconductor investments in the US as part of broader bilateral negotiations, bringing US chip tariff policy closer to the investment decisions...
    Tuesday 8 September 2026
    PCB maker Zhen Ding tops US$634M August revenue on AI server, optical module demand
    PCB maker Zhen Ding Technology (ZDT) said business momentum is accelerating as demand strengthens during the traditional peak season. In addition to continued stocking for new mobile...
    Tuesday 8 September 2026
    CXMT sees tight DRAM supply through 2H26, accelerates server memory and China-made tool validation
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) expects global memory supply to remain tight through the second half of 2026, with AI-driven demand supporting prices while the...
    Tuesday 8 September 2026
    Advantech to open North America HQ and expand US manufacturing
    Advantech will open its new North America headquarters campus in Tustin, California, on October 21, Taipei time, adding localized manufacturing and service capacity as demand linked...
    Tuesday 8 September 2026
    Nvidia reportedly shifts Rubin Ultra toward 8-high HBM as memory costs rise

    Nvidia is reportedly shifting its Rubin Ultra AI accelerator toward an eight-high high-bandwidth memory (HBM) configuration, down from...

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    BIZ FOCUS
    Sep 23, 08:00
    The Robot in the Supply Chain
    Tuesday 22 September 2026
    Macronix Secure Memories Build Hardware Defenses for EU CRA
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
    Tuesday 22 September 2026
    AI Drones Advance Industrial Inspection, Suntek Unlocks New Market Opportunities
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