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Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
Wednesday 7 January 2026
Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
Wednesday 7 January 2026
Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026
Indonesia cuts nickel mining quota to support prices, imports needed in 2026
The Indonesian Nickel Mining and Smelting Association (FINI) expects the country's smelters to require 340 million to 350 million tons of ore in 2026, an increase of about 40 million...
Wednesday 7 January 2026
TSMC's secret behind countering quake risks
TSMC sustained minor losses from the December 27, 2025, earthquake near Yilan, thanks to comprehensive seismic management implemented after the 1999 earthquake. These measures safeguarded...
Wednesday 7 January 2026
CES 2026: Nvidia and AMD deliver underwhelming speeches
The day before the opening of the 2026 Consumer Electronics Show (CES 2026) in Las Vegas, Nvidia and Advanced Micro Devices (AMD) each held keynote speeches. Like Computex, Nvidia...
Wednesday 7 January 2026
CES 2026: ProLogium Technology and Germany's FEV Group unveil advanced solid-state battery module
ProLogium Technology said it will co-exhibit with engineering services provider FEV Group at the Consumer Electronics Show (CES) in Las Vegas in January 2026, where the two companies...
Wednesday 7 January 2026
Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

Wednesday 7 January 2026
Luxshare invests US$520 million in Vietnam for Meta VR production expansion as demand rises
Chinese electronics manufacturer Luxshare Precision Industry Co. is set to further expand its manufacturing footprint in Vietnam, with a new round of investment focused on virtual...
Wednesday 7 January 2026
Johor seeks to attract Gotion High-tech for EV battery manufacturing hub
Johor, Malaysia, is pursuing a deal with Chinese battery manufacturer Gotion High-tech to build a lithium battery factory, aiming to establish itself as a key center for electric...
Wednesday 7 January 2026
OpenAI's Gumdrop device aims to break free from Apple, Google grip
OpenAI has transitioned production of its inaugural AI terminal device, codenamed "Gumdrop," from Luxshare Precision Industry Co. to Foxconn, according to sources within the supply...
Wednesday 7 January 2026
Sysgration targets AI edge computing growth with new production lines and US expansion
Global investment in artificial intelligence (AI) is driving upgrades in cloud and edge computing architectures, and Sysgration aims to capitalize on this trend in 2026. The company...
Tuesday 6 January 2026
CES 2026: Toyota warns of a tougher year citing US tariffs
As CES 2026 opens with bold visions of software-defined vehicles and artificial intelligence reshaping the future of mobility, Toyota, the world's largest automaker, is striking a...
Tuesday 6 January 2026
OpenAI's reported shift to Foxconn signals a push into consumer AI hardware
As OpenAI expands its generative AI applications and integrates AI assistants more deeply into everyday life, the company is actively developing a lineup of consumer hardware products...
Tuesday 6 January 2026
TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall
Recent market reports highlight ongoing challenges for TSMC's wafer fabs in Arizona, including high costs and low profits. Industry sources cite supply chain issues, talent shortages,...