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Tuesday 19 May 2026
TDK expands bonding equipment investment, launches first mass production of nanocomposite materials
Japanese electronic components manufacturer TDK will make its largest-ever capital investment in fiscal 2026, running from April 2026 to March 2027, to address surging demand related...
Tuesday 19 May 2026
Analysis: CXMT's profit surge highlights tighter memory-logic ties in China
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...
Tuesday 19 May 2026
Satellite communications boom drives Winsemi, AWSC into W band
SpaceX's IPO preparations are accelerating the commercialization of low-Earth orbit (LEO) satellites, renewing global attention on satellite communications. The LEO sector's sharp...
Tuesday 19 May 2026
Google and Blackstone reportedly plan AI cloud venture to expand TPU business
Alphabet's Google and Blackstone are planning to launch a new artificial intelligence cloud company that would use Google's proprietary AI chips to compete in the fast-growing AI infrastructure...
Tuesday 19 May 2026
Liquid cooling spreads beyond AI GPUs as memory and network cards join adoption wave
Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components,...
Tuesday 19 May 2026
Anthropic debuts Claude for Legal to embed generative AI into law firm workflows
Anthropic launched Claude for Legal, a specialized version of its Claude generative AI designed to integrate directly with law firms' existing tools and workflows, the company announced...
Tuesday 19 May 2026
Digital camera comeback exposes optical supply-chain talent and capacity gap
Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...
Tuesday 19 May 2026
OpenAI surpasses 900 million users and signals possible new fundraising amid compute shortfall
OpenAI said it has crossed 900 million weekly active users for ChatGPT and completed a US$12.2 billion private financing round at the end of March, but executives signaled the company...
Tuesday 19 May 2026
Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
Tuesday 19 May 2026
Silergy Gen4 ramps early as AI and auto demand drive 2026 growth above 20%
Silergy, a major power management IC (PMIC) supplier, said its new Gen4 products ramped ahead of schedule in the first half of the year, as tight PMIC supply supported growth in AI...
Tuesday 19 May 2026
SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs
AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues...
Tuesday 19 May 2026
Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
Tuesday 19 May 2026
Kemflo expands into semiconductor carbon recycling and commercial water systems
Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global...
Monday 18 May 2026
Apple Watch blood pressure alerts drive TASC demand as 2026 redesign looms
Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end...
Monday 18 May 2026
Hiwin doubles robotics revenue share in 1Q26 on semiconductor automation demand
Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as...