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Wednesday 23 September 2026
Automotive display growth shifts to HUDs, passenger screens

The global automotive display market is entering a new phase of growth, with demand shifting away from central consoles and instrument...

Wednesday 23 September 2026
Biwin Storage commits US$672M to double down on 2.5D packaging, compute-memory integration

Biwin Storage Technology plans to invest CNY4.5 billion (approx. US$672 million) in the third phase of its wafer-level advanced packaging...

Wednesday 23 September 2026
LG Energy enters Nvidia's ecosystem as it pivots batteries to data centers
LG Energy's battery energy storage system (BESS) has entered Nvidia's AI Factory ecosystem. Its qualification by the chipmaker comes as LG Energy is reorienting its North American...
Wednesday 23 September 2026
Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

Wednesday 23 September 2026
Nvidia's 800V power shift hands Taiwan's capacitor makers a new AI segment

As AI computing workloads surge, demand for higher GPU and CPU performance is triggering exponential growth in data center power density...

Wednesday 23 September 2026
China, Japan dominate over 90% of OLEDoS market, threatening South Korea's panel leadership in the AI era

South Korean display makers, long dominant in the global smartphone OLED market, remain hesitant to commit to mass production of OLED-on-silicon...

Wednesday 23 September 2026
Nexperia China turns 12-inch wafers into the backbone of its chip supply-chain reset

Nexperia China is accelerating production on its domestic 12-inch wafer platform as it rebuilds a locally controlled semiconductor supply...

Wednesday 23 September 2026
Episil says AI demand marks structural shift in semiconductor epitaxy
Episil Precision said AI-related demand is reshaping semiconductor epitaxy for the long term, with effects reaching global power and optical supply chains. The Taiwan-based maker is...
Wednesday 23 September 2026
US energy storage faces a costly China battery exit
The US is accelerating its shift toward domestic battery manufacturing as the energy storage market expands, but the market's current growth still depends heavily on low-cost Chinese...
Wednesday 23 September 2026
Win Semiconductors expands optical communications capacity with DUV tools
Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting...
Tuesday 22 September 2026
Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South
Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond...
Tuesday 22 September 2026
Alibaba speeds V900 rollout, targeting 20GW of data centers
Alibaba Group is accelerating the rollout of its next-generation Zhenwu V900 accelerator by about six months as it expands a vertically integrated computing platform spanning processors,...
Tuesday 22 September 2026
Samsung weighs 4nm expansion as HBM4 demand strains capacity

Samsung Electronics is considering expanding its 4nm foundry capacity as rising HBM4 base-die demand pushes existing capacity to full...

Tuesday 22 September 2026
TSMC, ASE break ground on Taiwan's first advanced packaging cluster in Kaohsiung

Rising demand for advanced packaging tied to AI and high-performance computing (HPC) is driving development at Baipu Industrial Park...

Tuesday 22 September 2026
Chinese AMOLED material suppliers set for revenue gains as Gen 8 fabs boost localization
Chinese AMOLED material suppliers are poised to gain market share as new 8G OLED fabs expand capacity in China. The shift could reshape supply chains for global display buyers, while...