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    Navigating economies of scale: how South Korea and China are reshaping the OLED market
    10min ago
    NEWS TAGGED PRODUCTION CAPACITY
    Wednesday 9 September 2026
    Axcelis to build new Korea manufacturing site in US$35 million expansion
    Axcelis Technologies plans to invest US$35 million in a new semiconductor equipment manufacturing facility in Pyeongtaek, South Korea, a move that could help strengthen global chip...
    Tuesday 8 September 2026
    US chip tariffs raise stakes for Samsung, SK Hynix's US memory plans
    South Korea and the US are discussing semiconductor investments in the US as part of broader bilateral negotiations, bringing US chip tariff policy closer to the investment decisions...
    Monday 7 September 2026
    DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia
    DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make...
    Tuesday 1 September 2026
    Samsung locks 70% of memory output as HBM spot prices soar
    Samsung Electronics has reportedly locked up as much as 70% of its memory production capacity under long-term supply agreements (LTAs), as relentless AI infrastructure demand for high...
    Monday 31 August 2026
    Musk tackles key AI power bottleneck with in-house turbine foundry
    A move by SpaceX to manufacture turbine blades in-house could ease a global bottleneck in AI infrastructure, where power equipment is now as constrained as chips. If successful, the...
    Monday 24 August 2026
    India weighs new capital subsidies to build domestic polysilicon capacity
    India is preparing a new capex-based subsidy scheme to support domestic polysilicon manufacturing, as the government seeks to reduce import dependence and build a more integrated solar...
    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.
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    BIZ FOCUS
    Sep 10, 08:00
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
    Tuesday 8 September 2026
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Semicon_TW