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Sunday 29 March 2026
Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

Sunday 29 March 2026
SK Hynix and Kioxia targeted in US ITC memory chip probe
On March 27, the US International Trade Commission (ITC) launched an investigation into memory chip imports by SK Hynix Inc. and KIOXIA Holdings Corporation following a patent complaint...
Saturday 28 March 2026
PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models
Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent...
Saturday 28 March 2026
Arm enters AI cloud CPU market with limited impact on IC design clients
Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
Friday 27 March 2026
Intel confirms CPU price rises amid supply constraints, raising global hardware costs
Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both...
Friday 27 March 2026
Taiwan's ALi bets on custom chips for 2026 turnaround
At a series of year-end gatherings in Hsinchu and Taipei this week, Star Fusion and its affiliated companies outlined their business outlook for 2026, pointing to a shift toward higher-value...
Friday 27 March 2026
Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

Friday 27 March 2026
GlobalFoundries sues Tower Semiconductor over chip manufacturing patents

GlobalFoundries has filed multiple lawsuits against rival Tower Semiconductor, alleging infringement of 11 patents related to chip manufacturing...

Friday 27 March 2026
US advances chip tracking mandate after US$2.5B smuggling case exposes export gaps

In a rare show of bipartisan unity, a key US congressional committee voted 42-0 on Thursday to advance the Chip Security Act (CSA). The...

Friday 27 March 2026
Air Liquide launches first advanced materials plant in Taiwan for sub-3nm chips
Paris-headquartered Air Liquide has inaugurated a new advanced materials plant in Taichung, marking its first large-scale production base in Taiwan for deposition and etching materials...
Friday 27 March 2026
TSMC prioritises AI, core clients; 3nm capacity remains constrained
Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
Thursday 26 March 2026
SEMICON China opens with focus on AI chips and advanced packaging
SEMICON China 2026 opened on March 25 in Shanghai, as the global semiconductor industry enters a new expansion cycle fueled by the rapid rise of artificial intelligence.
Thursday 26 March 2026
China's H3C expands server exports to ASEAN and Central Asia as global AI compute demand rises
As countries tighten controls on advanced chips and AI computing demand surges, how China secures compute resources matters globally. DIGITIMES Research reports H3C, a top Chinese...
Thursday 26 March 2026
Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift
Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering...
Thursday 26 March 2026
US senators accuse Nvidia CEO of misleading claims, urge halt to AI chip exports
US Senators Jim Banks and Elizabeth Warren, in a joint letter dated March 23, called on US Commerce Secretary Howard Lutnick to suspend Nvidia's export licenses for advanced AI chips...