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Friday 2 October 2026
Tesla cuts AI5, AI6 memory specs to protect Optimus
Facing a prolonged memory supply crunch, Tesla CEO Elon Musk has announced steep cuts to the memory specifications of the company's AI5 and AI6 chips to secure enough memory for Optimus...
Friday 2 October 2026
UNEEC shifts ODM focus to racks as L11 rises to 18%
Chenming Electronic Tech (UNEEC) president Charles Lo said the fourth quarter is a traditional peak season and that new models such as VR200 will enter mass production in the fourth...
Friday 2 October 2026
TSMC mulls multi-fab Texas campus beyond Arizona, with Singapore also in talks
TSMC is reportedly weighing a new manufacturing campus in Texas that could add tens of billions of dollars to its US expansion, potentially creating a second major American production...
Friday 2 October 2026
DIGITIMES Insight: Intel, TSMC, Samsung converge on backside power — packaging becomes the next divide
Data center AI accelerator package power has climbed from about 500W in the A100 generation to roughly 3,500–4,000W for Rubin Ultra-class products expected in 2027, pushing supply...
Friday 2 October 2026
JSR completes South Korean EUV facility as Japanese suppliers localize next-gen resists
JSR Micro Korea, the local subsidiary of Japan-based JSR, officially completed construction of a new semiconductor materials plant on September 30 in the Ochang Foreign Investment...
Friday 2 October 2026
Advanced packaging race expands beyond chipmakers as display, materials, equipment suppliers chase new footholds
The race to commercialize advanced packaging is widening beyond traditional chipmakers and display panel makers. As fan-out panel-level packaging (FOPLP), through-glass via, and micro-LED...
Friday 2 October 2026
Chinese automakers' shift to the US may reshape supply chains and supplier margins
Hiroca said two major Chinese automakers are likely to build factories in the US, a move that could redraw supply chains across North America, alter supplier demand patterns, and deepen...
Friday 2 October 2026
Toshiba reportedly to double HDD production as AI drives storage demand
Toshiba plans to double production capacity for hard disk drives (HDDs) used in AI data centers by fiscal 2027, investing about JPY60 billion (US$379.4 million) to expand its Philippine...
Friday 2 October 2026
Southern Taiwan Science Park approves three new companies, pushing 2026 investment over NT$100 billion
The Southern Taiwan Science Park (STSP) has approved the entry of three new companies—Fangsco, Nanya Technology, and South Korea's Hansol Chemical—pushing the park's cumulative...
Friday 2 October 2026
Machvision expands early to chase NT$10B revenue
Machvision is expanding capacity earlier than planned to meet rising demand from semiconductors, substrates, and optical modules, while tight computer numerical control (CNC) and machining...
Friday 2 October 2026
GM begins U.S. battery cell trial runs with South Korean equipment
General Motors (GM) has started trial runs at a new battery cell line in Warren, Michigan, moving into the validation stage of its next-generation mass production plan. The line at...
Thursday 1 October 2026
China ramps up Micro OLED capacity ahead of proven smart glasses demand
As smart glasses draw growing market attention, Chinese suppliers including BOE, SeeYA Technology and Sidtek are expanding Micro OLED production. Display industry sources caution,...
Thursday 1 October 2026
Infineon opens new backend chip plant in Thailand, eyes growth to up to five modules
Infineon Technologies officially inaugurated a new backend manufacturing site in Samut Prakan, south of Bangkok, on October 1, expanding the German chipmaker's production network in...
Thursday 1 October 2026
Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...
Thursday 1 October 2026
Nextronics sees AI, robotics, medical demand reshaping revenue mix
Connector maker Nextronics Engineering said its humanoid robot-related products began shipping in 2026, while North American customers are preparing for mass production and have set...