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    US seen tolerating high memory prices to preserve AI edge over China
    8h 51min ago
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    8h 54min ago
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    8h 54min ago
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
    8h 54min ago
    FCC blocks new Chinese inverters and robots from the US market
    8h 54min ago
    NEWS TAGGED CAPACITY
    Wednesday 29 July 2026
    Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
    Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades,...
    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...
    Wednesday 29 July 2026
    SK Hynix keeps US and Japan expansion options open despite KRW40T capex plan
    SK Hynix is advancing a high-KRW40s trillion capital expenditure plan for 2026 to expand AI memory capacity, but has stopped short of committing to new production investments in the...
    Wednesday 29 July 2026
    Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

    Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced...

    Wednesday 29 July 2026
    From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

    A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor...

    Wednesday 29 July 2026
    Core Scientific and AMD joing forces to boost AI infrastructure

    Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial...

    Wednesday 29 July 2026
    AI, memory clients lock in long-term orders for Leading Technology
    Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply...
    Wednesday 29 July 2026
    Taiwan offshore wind blueprint lifts outlook for developers
    The offshore wind industry has faced pressure from the Russia-Ukraine war and COVID-19, both of which pushed up construction costs and slowed development in Taiwan. Some developers...
    Wednesday 29 July 2026
    Non-core parts makers delay Southeast Asia capex as China-US tensions ease
    Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components...
    Tuesday 28 July 2026
    Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
    Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...
    Tuesday 28 July 2026
    Panel makers reject 10% polarizer price increase as China suppliers retreat
    Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...
    Tuesday 28 July 2026
    CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

    AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

    Tuesday 28 July 2026
    Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
    Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
    Tuesday 28 July 2026
    China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
    Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
    Tuesday 28 July 2026
    China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
    China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    AI Summit Seoul