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Tuesday 15 September 2026
Trump tells Nvidia's Jensen Huang that AI is 'bigger than the internet' and robot fears are a 'hoax'
US President Donald Trump joined Nvidia CEO Jensen Huang by phone on stage, using the call to place data center construction at the center of his economic agenda and to dismiss warnings...
Tuesday 15 September 2026
Xiaomi-backed Nuclei Sys tests public markets with RISC-V expansion still costly

Chinese RISC-V chip designer Nuclei System Technology has formally begun its IPO process, seeking fresh capital while heavy R&D...

Tuesday 15 September 2026
2nm capacity crunch may keep smartphone SoC makers on split-node strategy through 2027

In 2026, major smartphone system-on-chip (SoC) vendors began moving selected flagship processors to 2nm technology, seeking not only...

Tuesday 15 September 2026
Memory makers tighten supply as DRAM price rally extends into 2027

As memory vendors continue signing long-term agreements (LTAs), the supply-demand imbalance is set to worsen in 2027. Gerry Chen, general...

Tuesday 15 September 2026
Phoenix Pioneer Technology AI power substrate order visibility extends to 1Q27

IC substrate manufacturer Phoenix Pioneer Technology (PPt) turned profitable in the first half of 2026, driven by strong momentum in...

Tuesday 15 September 2026
Nvidia, MediaTek deepen 20-year chip ties

Nvidia and MediaTek have recently drawn market attention after Nvidia invested US$3.5 billion in MediaTek convertible bonds, expanding...

Tuesday 15 September 2026
Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
Tuesday 15 September 2026
Exclusive: China's 8-inch SiC suppliers turn to pricing discipline after 6-inch price war

As the silicon carbide (SiC) industry shifts from 6-inch to 8-inch wafer manufacturing, leading China-based substrate suppliers are...

Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Tuesday 15 September 2026
CXMT rides AI boom to 80% operating margin

China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price...

Tuesday 15 September 2026
The 1,000-watt problem: a TSMC veteran on the brute force forging Nvidia's AI chips
"He practically created a new era—the age of AI," Mou-Shiung Lin said of Nvidia CEO Jensen Huang. Yet, the early TSMC executive describes the methodology behind that success...
Monday 14 September 2026
Kokusai Electric gains from Hitachi split as AI memory demand surges
Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
Monday 14 September 2026
Yole Group takes outside capital for the first time, selling minority stake to new French fund
Yole Group, the French market-research firm that tracks the semiconductor, photonics and electronics supply chains, has sold a minority stake to Cervinvest Scale, the lower-midcap...
Monday 14 September 2026
Fujitsu's Monaka targets 2027 mass production with TSMC 2nm boost
Fujitsu is preparing to take its advanced AI CPU overseas, with sales set to begin as early as 2027 in Japan, the US, and Asia. The company is betting on Monaka, a high-efficiency,...
Monday 14 September 2026
AI demand lifts UMC, VIS, PSMC revenue

After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power...