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Thursday 8 January 2026
Micron to break ground on largest US memory chip facility
On January 7, 2026, Micron Technology announced that it will officially begin construction on its megafab in Onondaga County, New York, on January 16, 2026. The project, which followed...
Thursday 8 January 2026
PentaPro Materials enters TSMC supply chain with NT$3 billion Taiwan expansion
PentaPro Materials Inc., a Taiwanese supplier of semiconductor process chemicals, has joined the supply chain of TSMC and plans to invest NT$3 billion (US$95 million) in a second...
Thursday 8 January 2026
DRAM prices spike; stockpiling returns under AI-driven supply strain
As 2026 begins, the global DRAM market is experiencing a rare price spike. Tight supply, rapid AI expansion, and expectation-driven buying have pushed memory prices higher since the...
Thursday 8 January 2026
Cooling module suppliers see record revenues in 2025 on AI server liquid cooling demand
Cooling module manufacturers delivered strong operational results in 2025, driven by rising demand for liquid cooling solutions for artificial intelligence (AI) servers. Industry...
Thursday 8 January 2026
Why TSMC is giving mature fabs billion-dollar makeovers
TSMC is undertaking significant upgrades at its existing 8-inch and 12-inch fabrication facilities that process chips at 90nm and above, while accelerating expansion for cutting-edge...
Thursday 8 January 2026
China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips
Chinese authorities have reportedly asked domestic tech companies to halt orders for Nvidia's H200 AI chips, according to Reuters, signaling tighter oversight even as US...
Thursday 8 January 2026
Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand
Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center...
Thursday 8 January 2026
TDK targets AI smartphones and foldables, plans to launch next-gen silicon anode battery
Japanese electronic components manufacturer TDK Electronics announced that it plans to update its industry-leading silicon anode battery technology later in 2026, coinciding with...
Thursday 8 January 2026
Transcom's 2026 rebound: Taiwan Dome drives counter-drone demand
Transcom is targeting a return to growth in 2026 as defense procurement picks up and demand rises for counter-drone systems and air-defense infrastructure, following a steep revenue...
Thursday 8 January 2026
US container imports expected to decline as tariff uncertainty and oversupply weigh on trade
The US is projected to experience a decline in container imports through major ports in the fourth quarter of 2025, a trend expected to continue into 2026 amid persistent uncertainty...
Wednesday 7 January 2026
Marvell to acquire XConn to expand PCIe and CXL switching portfolio
Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up...
Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
Wednesday 7 January 2026
Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
Wednesday 7 January 2026
Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026
CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered...