As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel...
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure...
Tesla CEO Elon Musk first said on X that the capacity of the AI5 chip memory would be cut in half to 72GB, but later clarified that AI5 will use 96GB of LPDDR5 instead. The change...
General Interface Solution (GIS) Holding is gaining traction in optical communications and other new products despite weak consumer electronics demand caused by rising memory prices...
In a major effort to rebuild its national semiconductor industry, Japanese contract chipmaker Rapidus plans to partner with 17 domestic and international design firms to broaden its...
Elite Semiconductor Microelectronics Technology (ESMT) reported September consolidated revenue of NT$7.461 billion (approx. US$234 million), up 470.23% from NT$1.308 billion a year...
Days after reports emerged that TSMC was reassessing plans for a wafer fab in Texas, Tim Culpan, a former Bloomberg columnist and founder of independent media outlet Culpium,...
AI data center demand for LPDDR5X DRAM has continued to expand through 2026 and is expected to remain strong into 2027, tightening supply for PCs and smartphones and keeping device...
Samsung Electronics is reportedly seeking 2027 prices for its next-generation high-bandwidth memory (HBM) that are more than three times the price of its current HBM3E product, industry...
Samsung Electronics plans to buy DRAM from Taiwan's Winbond Electronics starting in 2027 and is considering using it in about half of its televisions, South Korean publication The...
Micronex Technology plans to build a semiconductor lead-frame factory in Sanand, Gujarat, seeking to localize a packaging component as India expands its chip assembly and testing industry...
Applied Materials and BE Semiconductor Industries (Besi) are expanding their partnership to address the increasingly complex connections between AI chips, extending joint development...
Across the week, Taiwan-linked semiconductor groups and their partners continued expanding capacity, while AI demand, export controls, and financing structures shaped the industry...
