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Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026
3Q26 LCD TV panel market cools as small sizes lead decline

Global LCD TV panel prices have entered a new round of adjustment after the FIFA World Cup and China's 618 Shopping Festival stocking...

Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

Tuesday 16 June 2026
AT&S to invest up to EUR2 billion in Malaysia to expand AI substrate capacity
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as...
Tuesday 16 June 2026
AI chip race sends WF6 prices soaring after Japan supply shock
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used...
Tuesday 16 June 2026
Foxconn and Schneider Electric strike strategic partnership to build next-generation data center reference architecture
Foxconn and Schneider Electric announced a strategic partnership to jointly develop a next-generation data center reference architecture, combining Foxconn's capabilities in advanced...
Monday 15 June 2026
Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive...

Monday 15 June 2026
BESS boom supply chain reshuffle: Automakers pivot to stationary battery systems

US automakers are shifting major battery investment away from electric vehicle traction packs and into stationary battery energy storage...

Monday 15 June 2026
Galatek opens Penang hub to meet surging semiconductor equipment demand

Galatek Technologies has opened a manufacturing, assembly, and delivery center in Penang, marking the AI-enabled automation and semiconductor...

Monday 15 June 2026
Taiwan's IC design sector posts sharpest gains in years; May data hints at further acceleration into 2H26
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading...
Monday 15 June 2026
Wus Printed Circuit sees turnaround on high-end PCB demand

Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward...

Monday 15 June 2026
AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...
Monday 15 June 2026
AI power race lifts transformer demand, gives Fortune Electric pricing edge
AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...
Monday 15 June 2026
SK Hynix readies HBM4 packaging push as Nvidia demand grows

SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for...