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    US ban on Chinese optical modules could disrupt AI supply chain
    Aug 6, 18:42
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    Aug 6, 18:42
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    Aug 6, 18:42
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    Aug 6, 18:42
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    Aug 6, 18:42
    China auto exports shift from price wars to value wars
    Aug 6, 18:42
    NEWS TAGGED MEMORY CHIPS
    Tuesday 4 August 2026
    2027 memory capacity reportedly sold out as buyers quietly lock in supply

    Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their...

    Tuesday 4 August 2026
    Sandisk and SK Hynix release HBF spec to advance AI memory standard
    Sandisk and SK Hynix have published a technical specification for high-bandwidth flash through the Open Compute Project, a move that could shape future AI infrastructure worldwide...
    Tuesday 4 August 2026
    YMTC rejects patent-loss claims in global 3D NAND clash with Micron
    Yangtze Memory Technologies Corp. (YMTC) has rejected claims that the US Patent and Trademark Office (USPTO) invalidated all 19 claims of a core 3D NAND patent, calling the reports...
    Monday 3 August 2026
    Memory makers lift capex as Kioxia holds spending to defend NAND lead
    Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...
    Monday 3 August 2026
    CXMT closes in on LPDDR6 mass production, challenging Samsung, SK Hynix
    CXMT is nearing the end of research and development validation for LPDDR6, bringing it closer to mass production of next-generation mobile DRAM and intensifying competition with Samsung...
    Monday 3 August 2026
    India expands chip talent pipeline amid surging global chip demand
    India has stepped up efforts to build a larger semiconductor workforce through training, curriculum reform, and industry partnerships. The plan matters beyond India because chip supply...
    Sunday 2 August 2026
    Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%
    Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...
    Saturday 1 August 2026
    Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

    Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang died on July 31, 2026, at age 76, closing a career that spanned...

    Saturday 1 August 2026
    Posiflex revenue rises 46% in the second quarter on Europe and Asia demand
    Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial...
    Saturday 1 August 2026
    Realtek, Elan, and Parade set the tone for PC chip demand
    As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...
    Saturday 1 August 2026
    Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
    NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...
    Friday 31 July 2026
    Powerchip founder Frank Huang dies at 76; vice chair steps in as acting chief

    Powerchip Semiconductor Manufacturing Corp. (PSMC, TWSE: 6770) said in a material-information filing on July 31 that its chairman,...

    Friday 31 July 2026
    Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap
    CXMT's IPO marks a shift in China's DRAM strategy from capacity building towards mainstream products, process upgrades, and global competition, according to DIGITIMES Intelligence.
    Friday 31 July 2026
    Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war
    Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco,...
    Friday 31 July 2026
    Memory shortages deepen as prices climb into the second half of 2026

    Memory shortages are tightening across the supply chain, and higher contract prices are set to ripple through global electronics markets...

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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