CONNECT WITH US
NEWS TAGGED EXPANSION
Monday 9 February 2026
India roundup: India's annual budget to boost AI and chip ecosystem
India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as...
Monday 9 February 2026
Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains
Elon Musk said the rapid expansion of artificial intelligence is running up against hard limits in global manufacturing capacity, as chip production, power equipment and industrial...
Sunday 8 February 2026
Musk: speed, not ambition, will shape next phase of AI expansion
Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove...
Friday 6 February 2026
Japanese firms in Vietnam see Chinese counterparts as expansion competitors
A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China...
Friday 6 February 2026
Nittobo targets 2028 launch for next-generation glass fiber cloth
Nitto Boseki (Nittobo), which currently holds around 90% market share in the semiconductor materials glass fiber cloth segment, is planning to launch its next-generation T-glass glass...
Thursday 5 February 2026
Dassault Systemes expands AI virtual assistant lineup with industry world models
Dassault Systemes unveiled a major expansion of its AI virtual assistant portfolio during 3DEXPERIENCE World 2026 held February 3-5, 2026, in Houston, emphasizing its new technology...
Thursday 5 February 2026
Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

Thursday 5 February 2026
Taiwan's color e-reader boom reshapes digital reading and local supply chains
Taiwan's digital reading market is entering a new expansion cycle, fueled by color e-paper adoption, a strengthening local hardware supply chain, and platforms pushing dedicated devices...
Wednesday 4 February 2026
AI drives ODM/EMS growth despite weak consumer electronics in 2025
Global data center investment in 2025 has begun to shift decisively, driven by the rapid expansion of generative artificial intelligence and the growing computational demands of large-scale...
Wednesday 4 February 2026
Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition
Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield...
Tuesday 3 February 2026
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
Tuesday 3 February 2026
Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
Monday 2 February 2026
Kinsus approves US$744M ABF expansion on clear three-year demand outlook
Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...
Monday 2 February 2026
Taiwan restarts offshore wind expansion, resetting strategy with 2026 floating turbine demo
After years of disruption, Taiwan's offshore wind sector is approaching a decisive inflection point in 2026. Development momentum was previously slowed by labor shortages during the...
Monday 2 February 2026
SMIC reportedly sets up advanced packaging research institute in Shanghai
As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with...