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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...
Thursday 1 October 2026
Unimicron expands ABF substrate capacity with NT$10B Hukou land deal
Unimicron has moved again to ease tight ABF substrate supply, buying a Hukou site from Bridgestone Taiwan for more than NT$10 billion (US$313.65 million). The deal highlights how AI...
Thursday 1 October 2026
AWS Trainium 3 shipments stall as supply chain sees turnaround
AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...
Thursday 1 October 2026
Samsung Foundry gets boost from HBM4 as 2nm push continues
Samsung Electronics' HBM4 ramp is giving its foundry business a timely boost, as rising demand for the memory product translates into more work for the company's 4nm logic lines.
Thursday 1 October 2026
Jensen Huang wins Van Fleet Award as Nvidia, South Korea trio reunites
Nvidia CEO Jensen Huang attended the Korea Society's annual dinner in New York on September 28 local time and received the 2026 Van Fleet Award, with Samsung Electronics Chairman Lee...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Wednesday 30 September 2026
EOI lays out three growth engines, eyes AI optical communications
Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module...
Wednesday 30 September 2026
SK Hynix resumes DDR4, DDR5 packaging orders with Winpac
SK Hynix has resumed outsourcing DRAM packaging to South Korean outsourced semiconductor assembly and test (OSAT) provider Winpac, reviving a supplier relationship that ended in 2023...
Wednesday 30 September 2026
Murata begins mass production of world's smallest three-terminal MLCCs
Murata Manufacturing has started mass production of its LLD series, a new class of ultra-compact capacitors that could help device makers worldwide fit more power management into smaller...
Wednesday 30 September 2026
China's generative AI user base tops 700 million, driving adoption into manufacturing and humanoid robots
Generative AI adoption in China continues to expand. The China Internet Network Information Center (CNNIC) said in its 2026 Generative AI Application Development Report, released on...
Wednesday 30 September 2026
CXMT's US$5.2 billion buildout deepens China's push for domestic DRAM equipment
China's largest dynamic random-access memory (DRAM) maker ChangXin Memory Technologies (CXMT) is accelerating a CNY34.9 billion (US$5.2 billion) expansion aimed at chipmaking equipment,...
Wednesday 30 September 2026
Foxconn links motors, humanoids, smart factories into a vertically integrated robotics strategy
Foxconn has partnered with Chinese automotive design and engineering services provider IAT Automotive Technology to establish Beijing Futekang Intelligent Robot Technology, extending...
Wednesday 30 September 2026
India bars Semicon 2.0 chip plants from selling or mortgaging assets before full production
India has barred semiconductor projects approved under its Semicon 2.0 program from selling, disposing of, or mortgaging project assets until commercial production of the entire project...
Wednesday 30 September 2026
CATL starts cell trial production at Hungary plant
Contemporary Amperex Technology Ltd. (CATL) said its new battery plant in Debrecen, Hungary, began cell trial production on September 22, with the first two cell production lines entering...