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Sunday 29 March 2026
Adata invests US$3 million in KonstTech to boost AI computing infrastructure
Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory...
Sunday 29 March 2026
Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

Sunday 29 March 2026
AI demand leaves memory industry's commodity model intact

espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely...

Sunday 29 March 2026
Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Sunday 29 March 2026
AMD, Meta reportedly audit Samsung HBM4 lines as supply shifts from pledges to validation

Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to...

Sunday 29 March 2026
SK Hynix and Kioxia targeted in US ITC memory chip probe
On March 27, the US International Trade Commission (ITC) launched an investigation into memory chip imports by SK Hynix Inc. and KIOXIA Holdings Corporation following a patent complaint...
Saturday 28 March 2026
Can Tesla's Terafab revive US semiconductor manufacturing?
Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin,...
Saturday 28 March 2026
OmniVision invests US$145 million in wafer foundry to secure chip supply

OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

Saturday 28 March 2026
Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies
Holy Stone Enterprise plans to invest another NT$3 billion (US$94 million) to add a production line at its Hokkaido R&D center and expand capacity at its Yilan Lize plant in Taiwan...
Saturday 28 March 2026
Arm enters AI cloud CPU market with limited impact on IC design clients
Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
Saturday 28 March 2026
Samsung bets on turnkey strategy as non-memory strength becomes critical
Samsung Electronics is aggressively pushing its semiconductor "super-gap" core strategy centered on a turnkey solution model. However, the success of this approach hinges on restoring...
Friday 27 March 2026
SK Hynix CEO expected to meet Microsoft executive on memory supply

SK Hynix CEO Kwak Noh-jung is expected to meet Scott Guthrie, executive vice president of Cloud and AI at Microsoft, in Seoul this week...

Friday 27 March 2026
Intel confirms CPU price rises amid supply constraints, raising global hardware costs
Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both...
Friday 27 March 2026
Taiwan machine tools emerge as key in US-Taiwan economic 'Golden Era,' says AIT
The 2026 Taiwan International Machine Tool Show (TMTS), an annual machine tool industry exhibition, has returned to Taichung this year, a move seen as particularly significant given...
Friday 27 March 2026
PCB material shortages intensify as CCL lead times hit 6 months, quota system imposed
The surge in AI applications driving PCB material upgrades is exacerbating upstream raw material supply shortages. Notably, besides ongoing price hikes, some IC substrate makers report...