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Thursday 11 June 2026
Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment...
Thursday 11 June 2026
Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
Thursday 11 June 2026
Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to...
Thursday 11 June 2026
Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
Thursday 11 June 2026
Singapore launches new supercomputer to expand AI and research capabilities
Singapore launched ASPIRE 2B on June 8, its latest national supercomputer, as part of efforts to strengthen the country's artificial intelligence (AI) and advanced computing capabi...
Thursday 11 June 2026
Meta and Reliance expand India partnership with AI data center plan

Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen...

Thursday 11 June 2026
Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain
Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives...
Thursday 11 June 2026
CanSemi IPO exposes strains in China's mature-node chip push
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
Thursday 11 June 2026
China's EV boom slows at home, but BYD sees further room to grow
China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from...
Thursday 11 June 2026
Applied Materials invests US$500 million in Singapore to meet AI chip demand
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking...
Thursday 11 June 2026
Gudeng flags EUV supply constraints as advanced-chip expansion accelerates
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building...
Wednesday 10 June 2026
TXC eyes 30% optical module share by 2027
AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....
Wednesday 10 June 2026
WD pushes toward 100TB hard drives as AI storage demand surges
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects...
Wednesday 10 June 2026
Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
Wednesday 10 June 2026
Aker to expand capacity by 20% as auto demand drives growth

Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...