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Monday 12 January 2026
TEL expands AI memory capex, targets etching equipment market share
Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other...
Monday 12 January 2026
Column: Decoding Jensen Huang's CES 2026 keynote and the AI infrastructure reset
At the opening of his keynote, Nvidia CEO Jensen Huang delivered a stark message: the world's US$10 trillion computing infrastructure is entering a fundamental modernization phase,...
Monday 12 January 2026
Taiwan pushes semiconductor supply autonomy by tackling materials and equipment gaps
Geopolitical shifts are reshaping the global semiconductor landscape, prompting countries to build autonomous supply chains. While Taiwan leads globally in manufacturing, it remains...
Monday 12 January 2026
India roundup: India's OSATs are comfortable with materials today, but that may not last
India's backend semiconductor makers see temporary relief from material constraints linked to legacy packaging, as KLA opens a US$36 million R&D hub in Chennai to boost AI, software,...
Sunday 11 January 2026
India advances local chip design ecosystem under incentive scheme, early outputs emerge
India has made measurable progress in nurturing a domestic semiconductor chip design ecosystem, with early outcomes emerging from government-backed programmes aimed at reducing dependence...
Sunday 11 January 2026
Taiwan's Yield Microelectronics rakes in IP royalties, stands as semiconductor outlier
Yield Microelectronics Corp., a Taiwanese designer of embedded nonvolatile memory (eNVM) silicon intellectual property, has quietly established itself as a leader in multi-time programmable...
Sunday 11 January 2026
CES 2026: Nvidia CEO says memory supply secure but AI demands more fabs
Nvidia CEO Jensen Huang addressed concerns over tight memory supply and soaring prices during a media Q&A at CES 2026, stating that Nvidia is likely the world's only chip company...
Sunday 11 January 2026
WinWay reports record revenue growth driven by AI demand in 2025
Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing...
Saturday 10 January 2026
China semiconductor leaders urge caution on Nvidia H200 deals
Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA),...
Saturday 10 January 2026
Chicony Power targets 2H26 benefits from Supermicro AI container supply chain entry
With the ongoing volatility in the electronics supply chain and persistent component shortages, Chicony Power is accelerating its transformation on the back of its existing notebook...
Saturday 10 January 2026
Trump praises US stake as Lip-Bu Tan reports 18A chips on schedule
US President Donald Trump recently met with Intel CEO Lip-Bu Tan at the White House to discuss the development progress of Intel's next-generation processors and the latest status...
Friday 9 January 2026
CES 2026: Qualcomm expands automotive partnerships to accelerate software-defined and AI-driven mobility
At CES 2026, Qualcomm Technologies highlighted new collaborations and growing adoption of its Snapdragon Digital Chassis solutions, aiming to advance software-defined vehicles (SDVs)...
Friday 9 January 2026
Nvidia's Vera Rubin production timeline sparks debate as HBM4 readiness and talks with Korean memory makers draw scrutiny
Nvidia's next-generation AI superchip, Vera Rubin, has become the center of industry debate following comments by CEO Jensen Huang at CES 2026, where he said the product had entered...
Friday 9 January 2026
Taiwan targets SiPh CPO-AI ecosystem in 10-year plan
Taiwan's National Science and Technology Council (NSTC) has designated the silicon photonics (SiPh) co-packaged optics (CPO)-AI ecosystem as a core focus for the next decade, aiming...
Friday 9 January 2026
AMEC chairman plans share sale after restoring Chinese citizenship

AMEC disclosed on January 8, 2026, that its founder and chairman, Gerald Yin, plans to reduce his personal shareholding over the next...