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    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Microloops expands liquid cooling capacity in China and Vietnam to meet rising demand
    Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions...
    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
    Monday 30 March 2026
    Sumco shifts wafer strategy to equipment upgrades over new plant
    Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
    Monday 30 March 2026
    AI optical boom forces FICG into overdrive expansion
    Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
    Monday 30 March 2026
    AI compression won't ease memory crunch, NAND shortage set to persist
    AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
    Monday 30 March 2026
    PLI incentives drive incremental gains in India's electronics and automotive manufacturing
    India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked...
    Monday 30 March 2026
    India roundup: India resets FDI policy as rising GPU costs reshape AI strategy
    India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions...
    Monday 30 March 2026
    China foundry SMIC moves to capture growth beyond AI-led supply squeeze

    SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

    Sunday 29 March 2026
    Taiwan lead frame supplier pushes China expansion alongside management overhaul
    Chang Wah Technology (CWTC) approved a plan to build a new factory in Weihai, Shandong. It confirmed leadership changes as it presses on with overseas expansion to boost production...
    Sunday 29 March 2026
    Adata invests US$3 million in KonstTech to boost AI computing infrastructure
    Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory...
    Sunday 29 March 2026
    Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

    SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

    Sunday 29 March 2026
    Musk pushes Terafab as AI chip crunch intensifies

    The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan...

    Saturday 28 March 2026
    OmniVision invests US$145 million in wafer foundry to secure chip supply

    OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital...

    Saturday 28 March 2026
    Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies
    Holy Stone Enterprise plans to invest another NT$3 billion (US$94 million) to add a production line at its Hokkaido R&D center and expand capacity at its Yilan Lize plant in Taiwan...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook