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Monday 25 May 2026
Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments...
Monday 25 May 2026
Blue Origin to expand Rocket Park campus in Florida with US$600 million investment
Blue Origin will expand its Rocket Park campus at the Cape Canaveral Spaceport in Florida with a US$600 million investment aimed at increasing manufacturing capacity and strengthening...
Monday 25 May 2026
AUO eyes MicroLED for short-range optical interconnects, potentially shifting data center wiring and power dynamics
MicroLED short-range optical interconnects are attracting global R&D investment for their low power consumption and high-speed modulation, and AUO has formed a supply-chain alliance...
Monday 25 May 2026
Huawei targets AI optical networking with InP chip startup investment
Huawei is expanding deeper into AI optical networking and silicon photonics (SiPh) through a new investment in an indium phosphide (InP) optical chip startup, as rising AI data center...
Monday 25 May 2026
Manus eyes US$1 billion buyback after Beijing blocks Meta deal
Chinese artificial intelligence (AI) startup Manus is reportedly evaluating a US$1 billion fundraising round to buy back control of the company from Meta Platforms, in response to...
Monday 25 May 2026
AI spending forces enterprises to shorten SaaS deals and demand new pricing protections
Rising enterprise investment in AI tools is prompting customers to compress traditional software-as-a-service contracts and extract stronger commercial protections, executives and...
Monday 25 May 2026
Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships
At the 2026 SelectUS Investment Summit in Maryland, US officials used the flagship investment forum to outline a national industrial strategy prioritizing supply chain reconstruction...
Monday 25 May 2026
India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

India is advancing its technology and semiconductor ambitions through new fab projects, packaging...

Friday 22 May 2026
Amkor expands Arizona semiconductor packaging campus with additional 67 acres

Amkor Technology today reaffirmed its commitment to strengthening advanced semiconductor packaging and test capabilities in the US through...

Friday 22 May 2026
Tata's Assam OSAT plant nears production as India expands chip manufacturing ambitions
Tata Group's semiconductor facility in Assam is expected to begin production soon, marking a significant milestone in India's push to build a domestic semiconductor manufacturing industry...
Thursday 21 May 2026
AMD commits over US$10 billion to Taiwan ecosystem to expand AI packaging and infrastructure capacity
AMD said on May 21 that it plans to invest more than US$10 billion across Taiwan's semiconductor ecosystem to deepen strategic partnerships and expand advanced packaging capacity for...
Thursday 21 May 2026
OpenAI moves up IPO timeline to get ahead of Anthropic
OpenAI is preparing to file for an initial public offering (IPO) in the coming weeks, a move that could sharpen its competitive edge in the AI race. While company executives had previously...
Thursday 21 May 2026
Five weak links India Semiconductor Mission 2.0 must fix
India's first semiconductor mission brought fabs, OSAT units, and chip projects into the policy pipeline. Its second phase is being shaped around a harder question: whether India can...
Thursday 21 May 2026
TSMC's cautious capex is averting an AI bubble, says investor
TSMC's restrained expansion strategy is helping the global market avoid an AI bubble, according to veteran semiconductor investor Gavin Baker, the chief investment officer at Atreides...
Thursday 21 May 2026
How South Korea is pitching itself to Silicon Valley's startup elite
South Korea made its case to Silicon Valley investors and startups on the first day of the Plug and Play May Summit in Sunnyvale, positioning Seoul not as an emerging market but as...