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Tuesday 21 April 2026
Samsung plans NAND expansion at P5 on AI-driven price gains
Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
Tuesday 21 April 2026
MacBook Neo demand surge highlights chip shortage pressure
Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.
Tuesday 21 April 2026
ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
Tuesday 21 April 2026
Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026
1.6T optical transceivers enter volume shipments, set three-year growth cycle
The buildout of AI data centers is pushing optical interconnects into a new upgrade cycle, with 1.6T optical transceivers set to enter large-scale shipments in 2026, marking a turning...
Tuesday 21 April 2026
China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up
GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could...
Tuesday 21 April 2026
Middle East transshipment and supply chain shifts double SE Asia freight rates
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...
Tuesday 21 April 2026
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
Monday 20 April 2026
AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB
AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...
Monday 20 April 2026
Odisha to break ground on India's first advanced 3D chip packaging unit
Odisha broke ground on India's first advanced 3D chip packaging unit on April 19, 2026, a move that could reshape global semiconductor supply chains by adding high-end heterogeneous...
Monday 20 April 2026
SDC's 8.6-gen OLED approaches 90% yield, expected to supply 2 million panels to Apple in 2026
According to industry sources cited by The Elec, Samsung Display's (SDC) 8.6G OLED line has recently surpassed an 85% yield rate, approaching the industry's "golden yield"...
Monday 20 April 2026
Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5
Memory makers are accelerating the phase-out of older mobile DRAM generations, with policies on LPDDR4 and DDR4 increasingly converging toward end-of-life (EOL) management as the industry...
Monday 20 April 2026
As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

The global retreat from 2D NAND flash production is no longer a possibility but an emerging certainty. As major memory makers exit the segment,...

Saturday 18 April 2026
TSMC's Q1 2026 earnings call: five signals hidden in plain sight
TSMC's first-quarter 2026 earnings call delivered the expected headline numbers — $35.9 billion in revenue, a 66.2% gross margin, and full-year revenue growth guidance raised...