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Friday 30 October 2026
SK Hynix taps HBM veteran to lead new American unit
SK Hynix has appointed its AI memory development chief to lead a newly established Americas unit based in the US, putting a technology veteran closer to major US customers as the industry...
Friday 30 October 2026
Google, Foxconn aims to cut AI infrastructure deployment to six months
Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional...
Friday 30 October 2026
China's memory module bellwethers post record profits as 3Q26 momentum fades
China's listed memory module makers, whose results offer an early read on how the global memory upcycle is reaching the country's storage supply chain, reported net profit gains of...
Friday 30 October 2026
Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
Nvidia has begun securing advanced substrate capacity in Taiwan, Japan and South Korea, using capacity reservation agreements and upfront payments to support supplier expansion as...
Friday 30 October 2026
ASE expects packaging and testing margins to stay above 30%
ASE Technology Holding (ASEH) expects gross margins in its packaging and testing business to remain above 30% in 2027 as growing demand for AI-related advanced packaging helps the...
Friday 30 October 2026
KLA reportedly weighs India manufacturing entry as Semicon 2.0 opens to equipment makers
KLA Corporation, the US maker of semiconductor inspection and metrology equipment, is evaluating a manufacturing foray in India and is considering one or two applications under the...
Friday 30 October 2026
Nvidia dominates AI robot chips with 69% market share
The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate...
Friday 30 October 2026
Intel tells Taiwan's chip suppliers to build service capacity early
Intel told Taiwanese chip equipment and materials suppliers that they need spare parts and service capability in place early if they want its business. The company said this at a supplier...
Friday 30 October 2026
Jensen Huang calls Megaspeed ties normal amid Washington's spy probe
After The New York Times reported that a female executive at Singapore-based Megaspeed International was under investigation for allegedly conducting espionage activities...
Friday 30 October 2026
Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications, as customers rethink how they use different memory...
Friday 30 October 2026
Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
Friday 30 October 2026
Intel's server surge faces a supply setback as PC weakness persists
Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Friday 30 October 2026
ACM Shanghai ships first 310×310mm panel-level plating tool as order backlog surges 88%
As AI chip packages continue to grow in size, panel-level packaging equipment is gradually advancing toward customer validation and volume production.
Friday 30 October 2026
Sandisk says customers are coming back for more NAND
Sandisk says AI infrastructure customers are returning to secure more NAND flash after underestimating their storage requirements, even as its pipeline of prospective long-term supply...