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Tuesday 14 April 2026
Samsung boosts Galaxy S26 production by 600,000 units in April
Samsung Electronics has raised its production plans for the Galaxy S26 series in April 2026 from 2.4 million to 3 million units, driven mainly by strong demand for its top-tier Galaxy...
Tuesday 14 April 2026
Yaskawa Electric sees AI robot, chip demand boost profits

Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment...

Tuesday 14 April 2026
Google and Intel expand CPU partnership, boosting ASIC and startup opportunities
Google recently announced an expanded collaboration with Intel to increase the deployment of Xeon processors in its cloud AI data centers. This move reflects the rapidly growing demand...
Tuesday 14 April 2026
DDR5 dethrones HBM as memory's top profit engine
The AI boom has reshuffled memory industry priorities. DDR5 modules have overtaken high-bandwidth memory (HBM) as the primary profit source for manufacturers — a reversal few...
Monday 13 April 2026
Global chip equipment sales reach record US$135 billion as AI drives investment surge

Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

Monday 13 April 2026
Qualcomm moves into custom DRAM with CXMT for smartphones
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...
Monday 13 April 2026
Japan funds AI chip ecosystem around Rapidus

Japan is accelerating efforts to rebuild a domestic advanced semiconductor ecosystem, with Rapidus at the center of a state-backed push...

Monday 13 April 2026
Gudeng targets record 2026 revenue on EUV pod and FOUP demand surge
Taiwan's Gudeng Precision Industrial is set to sustain double-digit revenue growth in 2026, buoyed by robust demand for EUV reticle pods and FOUP wafer carriers as advanced-node production...
Monday 13 April 2026
Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced...
Monday 13 April 2026
MediaTek revenue hits record on AI chip demand, TPU orders key
Taiwan-based chip designer MediaTek reported record monthly revenue in March 2026, highlighting how new growth drivers are helping cushion a weakening smartphone market.
Monday 13 April 2026
Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according...

Monday 13 April 2026
Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak
Taiwanese display driver IC (DDI) manufacturers have reported broadly declining revenues for the first quarter of 2026, reflecting ongoing challenges in the small- and mid-size segments...
Monday 13 April 2026
Global chip sales expect to top US$1 trillion in 2026 on AI demand

Taiwan's semiconductor supply chain posted stronger-than-expected results in the first quarter of 2026, as artificial intelligence (AI)...

Monday 13 April 2026
China chipmaker Hygon expands CPU-GPU strategy for AI compute

China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform...

Monday 13 April 2026
Silicon photonics scaling hits wafer testing bottleneck
AI demand is pushing data transmission to its limits, making 2026 a critical year for silicon photonics (SiPh) and co-packaged optics (CPO) to move into large-scale deployment. The...