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Wednesday 20 May 2026
South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan
As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
Wednesday 20 May 2026
AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships
Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside...
Wednesday 20 May 2026
Nvidia earnings set to beat again on AI rack boom
Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.
Wednesday 20 May 2026
Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...
Wednesday 20 May 2026
China's OSATs chase bigger role as AI chips strain packaging supply

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

Wednesday 20 May 2026
Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

Wednesday 20 May 2026
CXMT profit surge shows limits of China's DRAM push
ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...
Wednesday 20 May 2026
Commentary: Musk, Huang, and H200—Nvidia's last chip in China
US President Donald Trump's trip to China with 17 business leaders thrust Tesla CEO Elon Musk and Nvidia CEO Jensen Huang back into the spotlight — as Beijing's position on Nvidia's...
Wednesday 20 May 2026
Intel prioritizes high-end CPUs as AI demand tightens global supply
Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global...
Wednesday 20 May 2026
How a cold call in 2013 led to TSMC's US$165 billion Arizona bet
Sandra Watson, president and CEO of the Arizona Commerce Authority, revealed at the Plug and Play May Summit in Sunnyvale on May 19 that the state's relationship with TSMC began with...
Tuesday 19 May 2026
DB HiTek's power-chip push hits delay as stakes rise
South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology...
Tuesday 19 May 2026
Foundry, test costs push PMIC price hikes toward 12-inch wafers
Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...
Tuesday 19 May 2026
ITE Tech awaits PC, NB visibility as price hikes begin in 2H26
ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets,...
Tuesday 19 May 2026
MediaTek probe jolts Taiwan lawmakers as market shifts
As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest...
Tuesday 19 May 2026
India inaugurates Rajasthan's first semiconductor plant as local chip push expands
India inaugurated Rajasthan's first semiconductor plant on May 15, marking a significant step in the country's push to expand domestic electronics and chip manufacturing under its...