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Thursday 8 January 2026
AI storage chip crunch in 2026: DRAM, NAND prices surge up to 70%
The global storage chip market has entered an acute shortage phase, with AI demand now decisively outpacing supply and pushing prices toward record territory through 2026 and beyond...
Thursday 8 January 2026
Micron to break ground on largest US memory chip facility
On January 7, 2026, Micron Technology announced that it will officially begin construction on its megafab in Onondaga County, New York, on January 16, 2026. The project, which followed...
Thursday 8 January 2026
China's price war pushes AI data center energy storage to breaking point
CES 2026 highlighted a wide range of AI applications, but the core driver remains the large-scale buildout of global AI data centers (AIDC). Energy storage systems are shifting from...
Thursday 8 January 2026
DRAM prices spike; stockpiling returns under AI-driven supply strain
As 2026 begins, the global DRAM market is experiencing a rare price spike. Tight supply, rapid AI expansion, and expectation-driven buying have pushed memory prices higher since the...
Thursday 8 January 2026
Why TSMC is giving mature fabs billion-dollar makeovers
TSMC is undertaking significant upgrades at its existing 8-inch and 12-inch fabrication facilities that process chips at 90nm and above, while accelerating expansion for cutting-edge...
Thursday 8 January 2026
Anthropic champions efficiency over scale in AI infrastructure race
AI startup Anthropic is taking a different approach to the AI infrastructure competition by prioritizing algorithmic efficiency and high-quality data rather than expanding compute...
Thursday 8 January 2026
US container imports expected to decline as tariff uncertainty and oversupply weigh on trade
The US is projected to experience a decline in container imports through major ports in the fourth quarter of 2025, a trend expected to continue into 2026 amid persistent uncertainty...
Wednesday 7 January 2026
Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
Wednesday 7 January 2026
Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
Wednesday 7 January 2026
Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed...
Wednesday 7 January 2026
Quanta sees a decade-long AI server cycle, warns growth isn't instant
Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...
Wednesday 7 January 2026
Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages
As demand for high-end applications such as artificial intelligence and 5G communications continues to build into 2026, concerns are mounting over persistent shortages of glass fiber...
Tuesday 6 January 2026
CES 2026: SK Hynix showcases next-gen AI memory solutions
SK Hynix Inc. said it will showcase its next-generation AI memory solutions at CES 2026, where it plans to operate a customer exhibition booth at the Venetian Expo in Las Vegas from...
Tuesday 6 January 2026
CES 2026: ProLogium unveils new solid-state lithium ceramic battery platform
ProLogium Technology, a developer of lithium ceramic solid-state batteries, marked its 20th anniversary at CES 2026 by unveiling its proprietary "Superfluidized All-Inorganic Solid-State...
Tuesday 6 January 2026
Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms
Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin...