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Wednesday 14 October 2026
Tata's flagship chip fab faces pressure from its own shareholders
Tata Group's semiconductor fab in Gujarat, held up as the foundation of India's chipmaking ambitions, now faces scrutiny from within, as the group's controlling shareholder presses...
Wednesday 14 October 2026
SK Hynix HBM4 equipment installations reportedly face partial deferral to 2027
Some back-end manufacturing equipment intended for SK Hynix's sixth-generation high-bandwidth memory (HBM4) production may be deferred from the second half of 2026 into 2027, raising...
Wednesday 14 October 2026
ASML's record 3Q26 sales expose a capacity gap for AI chip demand through 2028
ASML reported record third-quarter 2026 net sales of EUR11.7 billion (approx. US$13.1 billion) and net income of EUR5 billion, while warning that its planned supply for 2027 and 2028...
Wednesday 14 October 2026
JCET redirects Korean factories towards AI to counter weak smartphone growth
JCET is directing most of its increased capital spending towards advanced packaging, modules and testing while reorganising its two South Korean factories to meet AI infrastructure...
Wednesday 14 October 2026
KYEC, Nvidia eye Texas site for US AI chip testing plant
King Yuan Electronics (KYEC) has signed a prepayment agreement with Nvidia to support its wholly owned US subsidiary, AeternZ, in building local testing capacity, giving Nvidia early...
Wednesday 14 October 2026
KYEC signs advanced payment deal with Nvidia for US testing expansion
Taiwanese semiconductor testing services provider King Yuan Electronics (KYEC) is expanding its US footprint, with its board approving an advance payment agreement with Nvidia. Under...
Wednesday 14 October 2026
NTT Data, Anthropic negotiate Japan data center with up to 500MW
NTT Data and Anthropic are in final-stage negotiations to develop a data center in Osaka, Japan, with power capacity of up to 500MW, according to Nikkei. The project would...
Wednesday 14 October 2026
AI memory boom pushes smartphone market into premium-first reset
While the rapid advancement of AI has driven steadily growing investment in large-scale infrastructure, one of its downstream effects is becoming increasingly visible in the memory...
Tuesday 13 October 2026
OpenAI to add 200 Dublin jobs and launch applied AI laboratory
OpenAI will add 200 jobs at its European headquarters in Dublin and establish an applied AI laboratory, expanding its planned Irish workforce to 450 positions. The investment, announced...
Tuesday 13 October 2026
Samsung's US$9B chip expansion faces funding, supply hurdles
Samsung affiliates plan to invest a combined KRW12.26 trillion (approx. US$9.18 billion) in semiconductor operations across South Korea and Vietnam, but the projects face different...
Tuesday 13 October 2026
AMEC chairman warns of AI bubble risk, sees consolidation ahead for China's chip equipment industry
Advanced Micro-Fabrication Equipment (AMEC) chairman and general manager Gerald Yin has warned of a potential AI investment bubble, cautioning that surging demand for chipmaking equipment...
Tuesday 13 October 2026
Malaysian states team up to back homegrown chip firms
The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a...
Tuesday 13 October 2026
Foxconn's Vietnam unit Fukang Technology more than doubles registered capital to US$710.4 million
Fukang Technology, a northern Vietnam subsidiary of Taiwan's Hon Hai Precision Industry (Foxconn), has raised its registered capital by more than 109% to nearly VND17.47 trillion (US$710.4...
Tuesday 13 October 2026
Intel CEO warns AI hardware shortages could last up to 3 years
Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
Tuesday 13 October 2026
Wistron expands Taiwan capacity with NT$8 billion investment
Wistron announced plans to invest roughly NT$8 billion (approx. US$250.67 million) to expand its production capacity in Taiwan. On October 12, the board approved an additional capital...