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Friday 2 January 2026
Samsung aims for 2026 HBM4 mass production after customer validation
Samsung Electronics plans to begin mass production of its sixth-generation high-bandwidth memory chips in 2026, citing positive feedback from customers as the South Korean tech giant...
Friday 2 January 2026
Smartphones and notebook prices could increase as memory lead times extend
Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and...
Friday 2 January 2026
SanDisk, Micron vie for PSMC's Tongluo fab capacity
Market rumors and formal statements indicate two major memory companies, SanDisk and Micron, have approached PSMC about capacity cooperation at PSMC's new 12-inch fab in Tongluo,...
Friday 2 January 2026
China demand pushes Nvidia to seek more H200 capacity from TSMC
Nvidia is in talks with TSMC to expand production of its H200 artificial intelligence chips as Chinese technology companies move to secure large orders for 2026, according to Reuters...
Friday 2 January 2026
Intel and Samsung advance 2nm GAA, but yield gaps leave TSMC as the sole external supplier
TSMC has officially commenced volume production of its 2nm (N2) semiconductor process in the fourth quarter of 2025, marking a milestone as the first foundry worldwide to offer chiplet...
Wednesday 31 December 2025
China's CXMT eyes US$4.2B Shanghai IPO to fuel memory chip expansion

China's leading domestic DRAM maker, ChangXin Memory Technologies (CXMT), is seeking to raise CNY29.5 billion (approx. US$4.2 billion)...

Wednesday 31 December 2025
BOE to lead global TV panel shipments in 2026; industry forecasts remain mixed
BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase...
Wednesday 31 December 2025
E-paper is turning colorful, and the supply chain is scaling fast
With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier,...
Wednesday 31 December 2025
Foxconn's FIH Mobile may start new smartphone product development in Vietnam by 2026
Under ongoing geopolitical risks and rising tariff barriers, Foxconn Technology Group's smartphone assembler FIH Mobile plans to shift part of its new product introduction (NPI) operations...
Wednesday 31 December 2025
TSMC reportedly speeds up Arizona 3nm fab plans as Samsung woos US clients in Texas

According to South Korean media reports and industry sources, TSMC is moving to pull forward the production schedule at its second Arizona...

Wednesday 31 December 2025
South Korean PCB industry faces cost challenges as AI drives raw material prices up
The South Korean printed circuit board (PCB) industry is struggling as soaring gold and copper prices, up 50% and 30% respectively since early 2025, increase production costs. Despite...
Wednesday 31 December 2025
BOE 8.6G AMOLED production line in Chengdu to begin production early
BOE announced on December 30 that its first 8.6G AMOLED production line in Chengdu, China, has begun early production, five months ahead of the original schedule, shifting from construction...
Wednesday 31 December 2025
Limited 2026 sports boost seen for panel shipments; foldable displays gain traction
Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty...
Wednesday 31 December 2025
China orders 50% domestic equipment requirement for new chip capacity

China is requiring semiconductor manufacturers to source at least 50% of their equipment from domestic suppliers when adding new production capacity,...

Wednesday 31 December 2025
YMTC pushes for equipment localization despite elusive profitability
As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...