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Saturday 11 April 2026
Samsung Electro-Mechanics reportedly strengthens role in Nvidia's Groq 3 LPU supply chain with FC-BGA substrate push
Samsung Electro-Mechanics has reportedly secured a leading position in the supply chain for advanced substrates used in the Groq 3 language processing unit (LPU), a next-generation...
Saturday 11 April 2026
Beyond AI: Energy, capital and sovereignty will define Asia's next factories
Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms...
Saturday 11 April 2026
OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans
OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence...
Friday 10 April 2026
Taiwan accelerates GenAI autonomy with tax exemption for computing investments
Taiwan's minister of digital affairs, Yi-Jing Lin, recently pointed out that the Ministry of Finance (MOF) has announced a major incentive encouraging the private sector's investments...
Friday 10 April 2026
China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

Friday 10 April 2026
Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands
CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...
Friday 10 April 2026
Exclusive: Samsung weighs Vietnam semiconductor testing facility

According to sources familiar with the matter, Samsung is in discussions with the Vietnamese government...

Thursday 9 April 2026
Hinge maker Jarllytec expands into optical communications, targets AI server demand
Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
Thursday 9 April 2026
India's measured reset with China highlights trade dependence and strategic calculus
India is cautiously recalibrating its economic relationship with China, easing restrictions on trade and investment while balancing supply chain needs with strategic concerns, according...
Thursday 9 April 2026
Samsung P4 fab nears completion, expanding 1c DRAM capacity
Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
Thursday 9 April 2026
CATL invests in China's Zhongheng Electric as AI demand surges

As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing...

Thursday 9 April 2026
Cyient Semiconductors closes US$85M majority stake in Kinetic Technologies, accelerating India-led power IC scale
India-based Cyient Semiconductors' US$85 million majority investment in Kinetic Technologies could expand end-to-end power semiconductor design and production capabilities from India,...
Thursday 9 April 2026
China's EVE Energy ramps up capacity amid energy storage boom
EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...
Wednesday 8 April 2026
India reportedly bars Chinese CCTV cameras, turns to Taiwan and Western suppliers
India is moving to phase out Chinese-made internet-connected CCTV cameras and high-speed tollway cameras, citing national security risks, even as it cautiously opens other sectors...
Tuesday 7 April 2026
Korean chip suppliers face second year of price cuts despite AI boom

Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed...