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Wednesday 15 April 2026
South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions...
Wednesday 15 April 2026
Samsung SDI in final talks to supply batteries for Mercedes EVs
Samsung SDI is in advanced talks to supply batteries for next-generation electric vehicles from Mercedes-Benz, in what could mark the South Korean company's first entry into the German...
Wednesday 15 April 2026
Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
Wednesday 15 April 2026
Foxconn deepens EV vertical integration with CDMS model for streamlined production
Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new...
Wednesday 15 April 2026
India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs
India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery...
Wednesday 15 April 2026
China's carmakers push ahead in solid-state battery race
Last month, China's Chery Automobile unveiled an all-solid-state battery it says can deliver a driving range exceeding 1,500 kilometers, positioning the technology as a central pillar...
Wednesday 15 April 2026
Cooling fan makers remain optimistic about 2026 operations
Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...
Wednesday 15 April 2026
Europe's sovereign AI ambitions open doors for Korean NPU startup
South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI...
Wednesday 15 April 2026
AI shifts work from execution to judgment as agents move into production

Artificial intelligence (AI) agents are moving into real-world deployment across industries, automating routine workflows and pushing...

Tuesday 14 April 2026
China's 2nm AI GPU hits prototype, production unclear
Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...
Tuesday 14 April 2026
Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

Tuesday 14 April 2026
Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
Tuesday 14 April 2026
AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
Tuesday 14 April 2026
Samsung 2nm yields reportedly remain below mass production threshold

Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for...

Tuesday 14 April 2026
Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...