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Monday 17 August 2026
China's Vertilite commits US$741M to InP laser chips for AI optical interconnects
Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...
Monday 17 August 2026
Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center
Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...
Monday 17 August 2026
Tata succession clouds outlook for chips, clean energy, data centers

Tata's leadership transition may shape the pace of one of India's biggest industrial bets. The group's planned spending on chips, clean...

Monday 17 August 2026
WaveSplitter returns to profit as AI optics demand lifts 1H revenue

WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier,...

Monday 17 August 2026
Apple faces US pressure over potential Chinese memory chip sourcing
The Trump administration is pressing Apple to find alternatives to Chinese memory suppliers as the company weighs ways to navigate a global memory shortage that has sharply increased...
Monday 17 August 2026
Kaynes Semicon eyes photonics, quantum security and neuromorphic chips in India tech push
Kaynes Semicon is looking at silicon photonics (SiPh) and co-packaged optics (CPO), post-quantum security, and neuromorphic computing as potential areas for expansion as India prepares...
Monday 17 August 2026
Sigurd tops NT$2B in July revenue as AI testing demand surges
Sigurd Microelectronics, an IC testing and packaging company, reported record July 2026 revenue and said demand from AI and AI connectivity markets drove the result. The company said...
Sunday 16 August 2026
China's AI supernode build-out turns more chips into more computing power

China is accelerating construction of its national computing network, and a growing share of new capacity is likely to use supernodes...

Sunday 16 August 2026
AI reshapes semiconductor testing as KYEC pushes four-way model

As AI chip value and integration complexity keep rising, King Yuan Electronics (KYEC) President Gauss Chang said semiconductor testing...

Friday 14 August 2026
China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger...

Friday 14 August 2026
SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...
Friday 14 August 2026
Alibaba Cloud launches Zhenwu M890 supernode for commercial use
Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward...
Friday 14 August 2026
Hua Hong's fabs were already full — price is what finally made them profitable
Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work. The June quarter ended that. Revenue reached a...
Friday 14 August 2026
Rapidus targets 8-reticle interposers by 2030
Rapidus expects interposers for high-performance chips to reach eight-reticle scale by around 2030, as larger chiplets and high-bandwidth memory (HBM) push advanced packages toward...
Thursday 13 August 2026
China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...