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    Nvidia’s DSX POD reshuffles supply chain structures
    Oct 22, 18:19
    AMEC delivers first high-selectivity etch tool for advanced 3D devices
    Oct 22, 18:19
    Commentary: Unitree valuation correction puts Physical AI commercialization to the test
    Oct 22, 18:19
    PSMC capacity shortage weighs on Jeju Semiconductor growth
    Oct 22, 18:19
    Analysis: Nvidia’s Vera CPU expands AI infrastructure challenge for Intel and AMD
    Oct 22, 18:19
    NEWS TAGGED CAPACITY
    Wednesday 30 September 2026
    Tesla secures US$30B credit package to fuel AI and robot capex race
    Tesla disclosed on September 29 that it has arranged US$30 billion in new loans and credit facilities as it ramps up investment in AI and robotics, according to a regulatory filing...
    Wednesday 30 September 2026
    CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout
    CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector.
    Wednesday 30 September 2026
    Samsung expects HPC to account for 66% of foundry business by 2029
    Samsung Electronics expects high-performance computing (HPC) to account for 66% of its foundry business by 2029, up from 28% currently, as the company shifts its contract chipmaking...
    Wednesday 30 September 2026
    TSMC reportedly evaluates Texas fabs as US regional competition intensifies
    TSMC is reportedly evaluating whether to build a second US manufacturing hub in Texas, potentially housing up to 6 advanced wafer fabs, as its US footprint continues to expand. The...
    Wednesday 30 September 2026
    GlobalFoundries Singapore capacity utilization tops 90% as silicon photonics expansion hits equipment lead-time bottleneck
    GlobalFoundries (GF) is expanding its Singapore footprint following its acquisition of local silicon photonics foundry Advanced Micro Foundry (AMF), integrating 200mm and 300mm silicon...
    Wednesday 30 September 2026
    Meta reaches agreements with Firmus on securing AI compute in Southeast Asia
    Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The...
    Wednesday 30 September 2026
    Rare earths loom over US-China trade truce
    The US-China trade truce was extended after last week's Trump-Xi summit, but China's dominance of rare-earth supply chains remains a key pressure point as Washington tries to stabilize...
    Tuesday 29 September 2026
    CXMT to spend US$5.2 billion on R&D and testing as DRAM supply stays tight
    China's ChangXin Memory Technologies (CXMT) plans to invest CNY34.9 billion (approx. US$5.2 billion) in technology R&D and additional back-end DRAM testing capacity, stepping up...
    Tuesday 29 September 2026
    Cerebras to power Gimlet's push for faster AI inference
    Cerebras Systems is expanding its push into AI inference infrastructure through a collaboration with Gimlet Labs, as demand grows for computing systems capable of delivering faster...
    Tuesday 29 September 2026
    AI boom sends China and Taiwan's PCB makers racing to HK for capital
    Global investment in AI infrastructure is expanding rapidly, driving specification upgrades across the supply chain, from AI servers to high-speed optical modules, and pushing printed...
    Tuesday 29 September 2026
    Samsung Electro-Mechanics to invest US$5 billion in ABF substrate expansion
    Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance...
    Tuesday 29 September 2026
    GlobalFoundries eyes GaN expansion to challenge TSMC in AI

    GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

    Tuesday 29 September 2026
    HBM to take nearly 30% of DRAM capacity as Samsung speeds up P5
    High-bandwidth memory (HBM) is expected to account for nearly 30% of DRAM makers' total wafer capacity in 2027, up from about 20% currently, as Samsung Electronics moves to accelerate...
    Tuesday 29 September 2026
    VSMC Singapore fab fully booked as VIS weighs Fab 2
    Capacity at VisionPower Semiconductor Manufacturing Company's (VSMC) first 12-inch wafer fab in Singapore is fully booked as the joint venture between Vanguard International Semiconductor...
    Tuesday 29 September 2026
    Vanguard chairman says AI slowdown won't free up chip capacity

    Vanguard International Semiconductor (VIS) and NXP Semiconductors' joint venture, VisionPower Semiconductor Manufacturing Company (VSMC),...

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    BIZ FOCUS
    Oct 22, 08:00
    HOYA BIT Explores AI Data Analysis Solutions for Smarter Trading
    Wednesday 21 October 2026
    Starting with Data Challenges: TS Holdings Explores AI Through Hackathon
    Tuesday 20 October 2026
    CES 2027 Welcomes First-Ever Chilean Global Pavilion
    Tuesday 20 October 2026
    Cincoze's EMC Solution Boosts Equipment Stability and Production Efficiency