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Wednesday 28 October 2026
AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7
The Hurun Research Institute's 2026 Hurun China Rich List shows ByteDance founder Yiming Zhang reclaiming the title of China's richest person with CNY670 billion (US$99.7 billion),...
Wednesday 28 October 2026
SK Hynix CEO weighs funding options for Solidigm after shelving IPO
SK Hynix is reassessing how to finance the US manufacturing expansion of its NAND flash subsidiary Solidigm after shelving a potential initial public offering (IPO), as the South Korean...
Wednesday 28 October 2026
Corning's AI fiber growth puts capacity delivery, customer funding in focus
Corning's third-quarter results show optical networking becoming a larger driver of the materials maker's business as AI infrastructure expands. Stronger sales and profitability support...
Wednesday 28 October 2026
CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry
China's CXMT has reportedly declined Apple's inquiry about purchasing DRAM, prioritizing supply to domestic customers instead. As global memory supplies tighten and prices rise, the...
Tuesday 27 October 2026
Pat Gelsinger warns AI compute efficiency must jump 10,000x amid power, memory, and fab constraints
Silicon Valley venture capital firm Playground Global has returned to Taiwan alongside a cohort of portfolio companies specializing in memory, power management, optical communications,...
Tuesday 27 October 2026
SoftBank eyes US$50B Malaysia AI data-center expansion
SoftBank Group founder and CEO Masayoshi Son has selected investment sites in Malaysia and plans to invest US$50 billion in technology, Malaysian Prime Minister Anwar Ibrahim said...
Tuesday 27 October 2026
AMD, Nvidia target substrate capacity amid 4x expansion constraints
AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies. The moves show that chipmakers...
Tuesday 27 October 2026
AI data center boom risks squeezing power chip supplies for auto, electronics
The rapid expansion of AI data centers is driving demand beyond GPUs, memory chips, and advanced packaging. As power consumption in GPU clusters rises, data centers need not only more...
Tuesday 27 October 2026
Amkor turns to customer prepayments as global packaging investment accelerates
Amkor Technology is using customer prepayments and longer-term commitments to support an expanding manufacturing network across the US, South Korea, and Vietnam, as demand for advanced...
Tuesday 27 October 2026
Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion
Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control...
Friday 23 October 2026
Taiwan's top telecom spins off AI surveillance unit, plans global push with local hardware makers
Chunghwa Telecom (CHT) has established a new subsidiary, CHT Intelligent Vision Solutions (IVS), spinning off an internal team focused on smart security and intelligent video analytics...
Friday 23 October 2026
JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion
JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For...
Friday 23 October 2026
Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities...
Friday 23 October 2026
Why is TSMC suddenly looking at Texas?
TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess...
Thursday 22 October 2026
Tesla's Megapack boom meets AI power crunch, but margin gains raise questions
While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial...