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Thursday 23 April 2026
SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

Thursday 23 April 2026
SK Hynix flags persistent HBM shortage as demand outpaces supply
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
Thursday 23 April 2026
Parade offsets weak PC demand with TTED, high-speed, and automotive growth
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
Thursday 23 April 2026
Tesla tap Intel's advanced 14A chip for Terafab project
Tesla plans to use advanced semiconductor manufacturing technology from Intel in its ambitious Terafab project, a development that could mark a significant milestone in Intel's efforts...
Thursday 23 April 2026
LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply
Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
Thursday 23 April 2026
Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
Thursday 23 April 2026
TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV
TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven...
Thursday 23 April 2026
Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market
Global semiconductor leaders are accelerating the restructuring of their supply chains. Qualcomm CEO Cristiano Amon recently made a quiet, low-profile visit to South Korea, signaling...
Thursday 23 April 2026
Japan's LSTC launches optoelectronic advanced packaging project around Rapidus cluster
Research on optoelectronic integration — referring to the application of optical communication technology to computing — is gaining momentum. Its semiconductor packaging...
Thursday 23 April 2026
Lam Research signals sustained AI-driven momentum as WFE outlook improves
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
Thursday 23 April 2026
Texas Instruments signals a stronger recovery on industrial and AI demand
Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...
Thursday 23 April 2026
Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism
Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic...
Thursday 23 April 2026
DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle
Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...
Thursday 23 April 2026
Google debuts TPU 8t and 8i as AI workloads diverge
Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75%...
Thursday 23 April 2026
TSMC targets 2029 production for A13 and A12 as next AI chip nodes
At its North America Technology Symposium, TSMC showcased a range of innovations in advanced process technologies. Following the introduction of its A14 process in 2025, the company...