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Friday 7 August 2026
Analysis: TSMC expands Japan footprint with 3nm fab, advanced packaging push
TSMC is expanding Japan's role in its global network as it prepares to add 3nm production in Kumamoto and deepens local capabilities in advanced packaging, chip design and next-generation...
Friday 7 August 2026
Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...
Friday 7 August 2026
Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence...

Friday 7 August 2026
SK Hynix commits US$39 billion to new Yongin and Cheongju fabs as AI memory demand builds
SK Hynix has approved roughly KRW54 trillion (approx. US$39 billion) in new fab construction across two domestic sites, allocating KRW35.2 trillion to a second Yongin fab and KRW19.1...
Friday 7 August 2026
China launches review of Palo Alto Networks as trade tensions with US escalate
China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and...
Friday 7 August 2026
South Korea welcomes Trump polysilicon rules as boost to non-China suppliers
US President Donald Trump's new import rules on polysilicon, ingots, wafers, and solar products could ripple through global clean energy and semiconductor markets, affecting pricing,...
Friday 7 August 2026
SK Hynix's Solidigm weighs up to US$7 billion in pre-IPO funding

Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion, roughly US$3.5 billion to US$7 billion,...

Friday 7 August 2026
Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases
Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial...
Friday 7 August 2026
US optical transceiver ban risks slowing AI data center build-out
A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...
Friday 7 August 2026
South Korea clears ITU hurdle for world's first SDV standard

A South Korea-backed draft standard for software-defined vehicles (SDVs) has cleared a key milestone at the International Telecommunication...

Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Friday 7 August 2026
China's surging export numbers shows automakers pivoting from price wars to value wars

China's auto exports climbed sharply in the first half of 2026 as the sector shifted from price-based competition to a focus on product...

Friday 7 August 2026
Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21
US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...
Friday 7 August 2026
Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing...
Friday 7 August 2026
Nvidia denies report of seeking China AI-RAN partners for 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...