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Friday 1 May 2026
TeraFab is already changing the semiconductor landscape — before a single chip is made
Elon Musk has a habit of building what he cannot buy.
Friday 1 May 2026
AI chip boom sends Korea exports to record highs, supply crunch deepens

South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

Friday 1 May 2026
Advantest beats on AI chip testing, cautious outlook dents shares

Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

Friday 1 May 2026
Mitsubishi Electric proposes three-way power chip JV with Rohm, Toshiba
Mitsubishi Electric president Kei Uruma said the company aims to establish a joint venture with Rohm and Toshiba to integrate their power semiconductor businesses, signaling continued...
Friday 1 May 2026
Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
Friday 1 May 2026
Macronix eyes steady growth from 1Q26 amid eMMC supply gap
Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...
Friday 1 May 2026
Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...
Friday 1 May 2026
KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar
KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...
Friday 1 May 2026
SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
Thursday 30 April 2026
Google's split TPU chips signal shift from universal to specialized AI accelerators
Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....
Thursday 30 April 2026
Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...
Thursday 30 April 2026
ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...
Thursday 30 April 2026
Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
Thursday 30 April 2026
MetaX GPU revenue jumps 75%, losses narrow on AI demand
China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
Thursday 30 April 2026
Memory crunch squeezes smartphone SoC market as Samsung gains share

Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...