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Thursday 19 March 2026
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Thursday 19 March 2026
Rapidus scales back US 2nm R&D early, raising timeline and funding concerns
With support from the Japanese government, Rapidus has been advancing R&D and pilot production testing to mass-produce 2nm chips by 2027. However, due to funding constraints and...
Thursday 19 March 2026
Samsung strike vote nears, DS and DX divisions clash over bonuses
As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Thursday 19 March 2026
How Hwaseong became South Korea's semiconductor supply-chain capital
The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
Thursday 19 March 2026
Taiwan energy debate intensifies as Middle East tensions raise supply concerns
Rising geopolitical tensions in the Middle East are fueling debate in Taiwan over energy security, as industry leaders warn that disruptions to global supply routes could expose vulnerabilities...
Wednesday 18 March 2026
AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next
AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...
Wednesday 18 March 2026
Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply
Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base...
Wednesday 18 March 2026
The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference
The most telling moment of Nvidia's GTC 2026 did not unfold on the main stage of the SAP Center, but inside a glass display case at Booth 1207.
Wednesday 18 March 2026
Nvidia GTC 2026: Memory, power, and deployment challenges reshape AI infrastructure
Amid tightening memory supply and surging demand for AI-ready infrastructure, hardware vendors are racing to redesign systems for the next phase of enterprise AI adoption — a...
Wednesday 18 March 2026
Tata Semiconductor head reportedly steps down amid fab build-out
Industry veteran KC Ang has stepped down as president and head of Tata Semiconductor Manufacturing, marking a leadership transition as the company advances its chipmaking projects...
Wednesday 18 March 2026
Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Wednesday 18 March 2026
India's Agnit Semiconductors raises US$2.6 million to commercialise GaN chips for telecom and power
Agnit Semiconductors has raised US$2.6 million in a seed extension round led by Shastra VC, with existing investors 3one4 Capital and Zephyr Peacock participating. The Economic...
Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...
Wednesday 18 March 2026
Dreame rollout plan for five chips: chips for robots today, AI data centers in orbit tomorrow
At an industry forum in Shanghai this month, a young Chinese semiconductor startup laid out a sweeping vision: designing chips not only for smartphones and self-driving cars, but also...