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Wednesday 19 August 2026
Samsung Display restarts Asan OLED plant to meet foldable and IT demand
Samsung Display Co. is reported to be restarting construction of a new OLED plant in Asan, South Korea, after a five-year pause as demand rises for foldable phones and OLED panels...
Wednesday 19 August 2026
Hanmi Semiconductor scales up bonding capacity with US$91.4 million plant buy amid AI packaging boom

Amid a global shortage of AI semiconductor equipment, Hanmi Semiconductor announced on August 18 that it will acquire a factory owned...

Thursday 13 August 2026
LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion
LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...
Wednesday 12 August 2026
Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

Monday 10 August 2026
Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking...

Wednesday 5 August 2026
Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand
Furukawa Electric said on August 4 that it will invest approximately JPY100 billion (approx.US$630 million) in total to expand production capacity for optical fibers and optical fiber...
Monday 3 August 2026
AI server demand revives long-term MLCC supply agreements as shortages intensify
Surging demand for AI servers is tightening global capacity for high-end passive components, prompting customers to once again pursue long-term supply agreements (LTSAs) as they seek...
Friday 31 July 2026
AI server boom reshapes MLCC pricing as capacity shifts upmarket

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

Thursday 30 July 2026
Intel's reported DDR4 CPU revival expected to boost PC demand in second half
With AI server demand continuing to absorb DRAM production capacity, DDR5 memory prices remain elevated and are expected to rise further.
Wednesday 29 July 2026
Quanta buys AUO Taoyuan factory for NT$19.7B to expand AI server capacity
Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The...
Tuesday 28 July 2026
Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
Thursday 23 July 2026
Taiwan-US tariff talks stall as July 24 deadline threatens auto supply chains
The Trump administration's temporary 10% tariff under Section 122 of the US Trade Act is set to expire on July 24, putting Taiwan-US zero-tariff talks and global auto supply chains...
Wednesday 22 July 2026
Ablecom expands Taoyuan capacity to meet rising AI server rack demand
Ablecom Technology said it is expanding production capacity in Taoyuan, Taiwan, as demand grows for AI high-density compute and hyperscale data center buildouts. The chassis and advanced...
Tuesday 21 July 2026
Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer...