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Saturday 9 May 2026
Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds
Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...
Saturday 9 May 2026
Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...
Friday 8 May 2026
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for...
Friday 8 May 2026
Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing
The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...
Friday 8 May 2026
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
Friday 8 May 2026
TSMC eyes bigger US investment; Arizona chip expansion accelerates
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...
Thursday 7 May 2026
Global chip sales surge in 1Q26, signaling supply and investment shifts
Global semiconductor sales reached US$298.5 billion in the first quarter of 2026, the Semiconductor Industry Association (SIA) reported, underscoring robust worldwide demand with possible...
Thursday 7 May 2026
Apple expands clean energy and water investments in India as supply chain sustainability efforts accelerate
Apple said it is increasing investment in renewable energy and water sustainability projects globally, including new solar and water initiatives in India, as the company pushes toward...
Thursday 7 May 2026
Meta seeks to challenge Google, Amazon, and TikTok Shop with consumer AI agents
Meta is reportedly developing AI agents for consumer use, including an agentic shopping tool for Instagram and an OpenClaw-like agent known within the company as "Hatch". The efforts...
Thursday 7 May 2026
SpaceX targets AI chip independence with US$119 billion Texas Terafab
Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure...
Thursday 7 May 2026
Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...
Thursday 7 May 2026
Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review
The Longtan Science Park expansion known as Longke Phase 3 is being resubmitted for review to the National Science and Technology Council in May as Taiwan Power Company prepares for...
Thursday 7 May 2026
Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
Thursday 7 May 2026
China token prices rise while US hyperscalers flood AI infrastructure
Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...