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Friday 14 August 2026
Memory supply crunch pushes long-term contracts beyond the big three
The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix,...
Friday 14 August 2026
South Korea chip cluster could expand to nine fabs as SK plans new investment
South Korea's planned southwestern semiconductor cluster could eventually expand from four fabs to as many as nine as the government accelerates land, power, and infrastructure work...
Friday 14 August 2026
China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger...

Friday 14 August 2026
South Korea's memory-chip exports surge 277% as system chips slip

South Korea's semiconductor export boom was heavily concentrated in memory in July. Memory-chip export value surged 276.9% year over...

Friday 14 August 2026
Alibaba Cloud races ahead with Ulanqab AI infrastructure
Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector:...
Friday 14 August 2026
Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity
Alibaba Cloud has cut the delivery cycle for large AI data centers to 100 days with its CUBE 5.0 modular architecture, while lowering construction costs by more than 10% and increasing...
Friday 14 August 2026
Compal lifts profit on AI PCs and servers as component costs rise
Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...
Friday 14 August 2026
Chinese analog chipmaker Novosense returns to profit on AI server, auto demand
Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with revenue rising nearly 67% as demand for AI computing infrastructure, automotive...
Friday 14 August 2026
US report puts China-linked tariff evasion through Asia under the spotlight

A new US government-linked report says American tariff revenue is being drained by tens of billions of dollars a year through illegal...

Friday 14 August 2026
SK Hynix looks beyond memory with new global growth team
SK Hynix has set up a dedicated team to search for growth opportunities beyond its core memory business and has put a senior group executive in charge, a move aimed at turning the...
Friday 14 August 2026
Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028
Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...
Friday 14 August 2026
Quanta posts record second quarter revenue as AI server demand surges
Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...
Friday 14 August 2026
DeepSeek raises API prices sharply as V4 Pro targets agentic AI market
Chinese AI startup DeepSeek has officially launched its V4 Pro model with significantly enhanced agent capabilities, while sharply increasing API prices as it seeks to expand beyond...
Friday 14 August 2026
SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...
Friday 14 August 2026
Alibaba Cloud launches Zhenwu M890 supernode for commercial use
Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward...