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Tuesday 3 March 2026
Rapidus to partner with Canon on 2nm image-processing chips, raising supply and investment implications
Rapidus will co-develop 2nm image-processing semiconductors with Canon for cameras and surveillance devices, Nikkei reported, and will trial-produce chips at Rapidus's Chitose,...
Tuesday 3 March 2026
MediaTek invests US$90M in SiPh startup Ayar Labs
MediaTek has announced that its holding company, Digimoc Holdings, will acquire 1,722,759 preferred shares of US-based silicon photonics (SiPh) startup Ayar Labs at US$52.24 per share,...
Tuesday 3 March 2026
Nvidia invests in Lumentum to advance AI optics technology
Nvidia has announced a strategic partnership with Lumentum Holdings, accompanied by a US$2 billion investment aimed at boosting US-based manufacturing and R&D for advanced optics...
Monday 2 March 2026
Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...
Monday 2 March 2026
Rapidus raises US$1.7 billion to support 2nm mass production by 2027
Japan's state-backed chip venture Rapidus announced on February 27 that it has secured a total of JPY267.6 billion (about US$1.7 billion) in new funding from both government and private-sector...
Sunday 1 March 2026
Micron opens semiconductor assembly and test facility in India
Micron Technology has inaugurated its first semiconductor assembly and test facility in Sanand, expanding its global manufacturing footprint while supporting India's efforts to strengthen...
Thursday 26 February 2026
Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...
Thursday 26 February 2026
As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment...

Thursday 26 February 2026
Gogoro scales energy network, plans battery retirements and US$32M expansion
Gogoro said it will expand its battery swap network in 2026, retire first-generation batteries, and invest NT$1 billion (approx. US$31.98 million) to add more than 100 swap stations...
Thursday 26 February 2026
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
Wednesday 25 February 2026
Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
Wednesday 25 February 2026
Intel taps SambaNova for AI inference push via partnership and minority stake
Intel has opted for a multi-year collaboration and minority investment in SambaNova Systems rather than a full acquisition, signaling a more capital-disciplined approach as it seeks...
Wednesday 25 February 2026
TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
Tuesday 24 February 2026
Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back
Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced...
Tuesday 24 February 2026
Analysis: MediaTek’s long game in cloud silicon
MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...