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Monday 30 March 2026
Senao International eyes AI and used phone demand to drive 2026 growth
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
Monday 30 March 2026
AI compression won't ease memory crunch, NAND shortage set to persist
AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
Monday 30 March 2026
E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production
E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support...
Monday 30 March 2026
Huawei sees 60% surge in Taiwan earphone sales, targets wearables expansion
Huawei Technologies unveiled its 2026 wearable product lineup at a launch event in Taiwan on the March 27. Yong Hai, general manager of Xunwei Technology, the exclusive distributor...
Monday 30 March 2026
China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

Sunday 29 March 2026
Adata invests US$3 million in KonstTech to boost AI computing infrastructure
Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory...
Sunday 29 March 2026
Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

Sunday 29 March 2026
AI demand leaves memory industry's commodity model intact

espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely...

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...

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...
Friday 27 March 2026
SK Hynix CEO expected to meet Microsoft executive on memory supply

SK Hynix CEO Kwak Noh-jung is expected to meet Scott Guthrie, executive vice president of Cloud and AI at Microsoft, in Seoul this week...

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
CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

Friday 27 March 2026
C SUN invests in Contrel, cementing role in G2C+ semiconductor alliance
C SUN and Contrel have announced a significant equity partnership, as C SUN agreed to invest approximately NT$1.02 billion (approx. US$32 million) as a strategic investor to acquire...
Friday 27 March 2026
Mitsubishi Electric, Toshiba, Rohm open power semiconductor merger talks

Japan's power semiconductor sector is moving toward consolidation, with Rohm, Toshiba, and Mitsubishi Electric entering negotiations to...