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Monday 19 January 2026
Micron sets 1γ as mainstream node for 2026 as HBM and SOCAMM2 ramp
With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...
Monday 19 January 2026
Foxconn strengthens US server presence post-tariff deal
Following the conclusion of the Taiwan-US tariff framework, industry attention centers on how Foxconn (Hon Hai Precision), a leading electronics manufacturer, will recalibrate its...
Monday 19 January 2026
Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
Monday 19 January 2026
Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
Monday 19 January 2026
Quanta rushing to hire and expand as AI server demand holds strong
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Monday 19 January 2026
Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US
After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...
Monday 19 January 2026
Advantest ATE lead times remain tight as AI and memory markets expand
As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with...
Monday 19 January 2026
Taiwan PCB industry gearing up for record investment driven by AI cloud computing
Taiwan's printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up...
Sunday 18 January 2026
SK Hynix reportedly completes 1a DRAM upgrade at Wuxi plant in China

SK Hynix has reportedly finished converting its key DRAM production facility in Wuxi, China, to the fourth-generation 1a process. The...

Sunday 18 January 2026
AgiBot faces dexterous hand tech challenges
Humanoid robots and embodied intelligence were huge at CES 2026. Dexterous hands are a key component that determines the upper limits of a robot's manipulation capabilities. Despite...
Saturday 17 January 2026
Micron's new fabs target 2030 rollout as supply shortages linger

Micron is scheduled to begin construction on its planned New York state megafab site on January 16, 2026, advancing its US manufacturing...

Saturday 17 January 2026
Apple's LCD demand gives Radiant room to expand into AR and OLED
Radiant, a key supplier of Apple's backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED...
Saturday 17 January 2026
Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands
During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...
Friday 16 January 2026
Samsung to lift DRAM output 5% in 2026 as supply tightness persists
Samsung Electronics is expected to increase DRAM production by about 5% this year, but the expansion is unlikely to ease the global supply shortage as demand continues to outpace available...
Friday 16 January 2026
Aeva secures spot in Nvidia's autonomous driving ecosystem with LG Innotek role
US LiDAR company Aeva Technologies has been selected as a partner for Nvidia's next-generation autonomous driving platform, Drive AGX Hyperion, drawing attention to its integration...