Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative...
SK Hynix's decision to halt evaluation of a Solidigm pre-IPO and IPO has renewed questions over how it will finance a planned NAND flash plant in the US. Selling remaining assets linked...
Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server...
SK Hynix's plans for a US$45 billion NAND investment in New York face a regulatory hurdle as Washington holds back approval for American chipmaking equipment needed at the company's...
Screen Holdings is expanding production of semiconductor cleaning equipment with a JPY25 billion (US$157.53 million) site in Nagaokakyo, Kyoto, while raising its capex budget for the...
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded...
OpenAI has signed a series of agreements in Abu Dhabi covering energy, investment, and public-sector applications, as the artificial intelligence company expands generative AI deployment...
Panasonic Industry, the electronic components subsidiary of Panasonic Group, plans to invest approximately JPY92 billion (approx. US$582.8 million) in its AI-related businesses to...
Sherman, a city north of Dallas, has emerged as a possible site for TSMC's next US chip plant, with Texas development documents describing a proposed US$45 billion investment in two...
AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of...
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter...
South Korea plans to bring new semiconductor fabs into operation at least two years ahead of schedule by speeding up construction approvals and infrastructure development, as the government...
The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could...
