Anduril Industries said it will spend US$3.7 billion to build Arsenal-2, a next-generation software-defined shipyard at Sparrows Point in Baltimore County, Maryland. The US Navy is...
Samsung SDI is simultaneously expanding its lower-cost LFP supply chain and advancing its next-generation all-solid-state battery roadmap, signing separate agreements with POSCO Future...
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
Taiwan's tech industry has grown rapidly in recent years on the back of strengths in semiconductors, servers and the data center supply chain, lifting overall GDP. But companies that...
As Chinese battery makers accelerate their push into sodium-ion batteries, South Korea's three major battery manufacturers are moving quickly into the emerging technology, seeking...
Chicony Electronics said it has entered the supply chain of a US robotics startup, expanding into embodied AI and physical AI as it seeks higher-value markets. The move could strengthen...
The traditional market divide between the third-generation semiconductors gallium nitride (GaN) and silicon carbide (SiC) is seeing greater overlap in 2026, with SiC increasingly encroaching...
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
TSMC has not officially announced anything, but Taiwan's semiconductor facility engineering supply chain is already rushing to Texas after reports that the company is discussing a...
Nittobo is expanding production of its T-Glass glass cloth as demand from AI chip makers tightens a critical part of the global semiconductor supply chain. The move matters beyond...
Solidigm, SK Hynix's NAND subsidiary, is expanding its Taiwan production base for data center solid-state drives (SSDs), underscoring the island's growing role in the global AI server...
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when...
Memory supply and demand will tighten further in 2027. According to supply chain sources, South Korean memory makers have recently quoted aggressive long-term contract prices for sixth-generation...
Japan's Kyushu Semiconductor Industry Exhibition, known as K-Semi, grew 36% at this year's edition in Fukuoka, held from September 30 to October 1, 2026, as chip makers expanded their...
Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half...
