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Tuesday 18 August 2026
South Korea's Gwangju chip hub faces looming water crunch as experts push underground storage and AI management
Samsung Electronics and SK Hynix are preparing to invest in four memory fabs in southwestern South Korea, but alongside power infrastructure, the semiconductor industry's uninterrupted...
Tuesday 18 August 2026
AI drives power semiconductors into at least a two-year shortage
The cloud AI data center boom is not close to bursting, according to chip supply-chain players. They say that analog ICs, including power semiconductors, will stay tight for years...
Tuesday 18 August 2026
Arm faces capacity squeeze as CPU demand tops US$2 billion

Arm Holdings' expansion from asset-light IP licensing into finished data center processors is putting the company into direct competition...

Tuesday 18 August 2026
Eiso Enterprise's Guishan plant expansion doubles PCB capacity, eyes AI, aerospace, defense markets

Niche printed circuit board (PCB) manufacturer Eiso Enterprise has officially opened the second-phase expansion of its new plant in...

Tuesday 18 August 2026
AI server supply chain ramps up capital, talent, and capacity
The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
Tuesday 18 August 2026
Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
Tuesday 18 August 2026
ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds
Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue...
Tuesday 18 August 2026
South Korea telcos pass KRW1 trillion in first-half AI data center revenue
South Korea's three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of...
Monday 17 August 2026
High jet fuel costs could squeeze low-cost airlines for months

Jet fuel prices may remain elevated for months even if geopolitical tensions ease, the challenge stemming not only from crude supply...

Monday 17 August 2026
SK keyfoundry expands 8-inch capacity as China demand strains supply

SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare...

Monday 17 August 2026
India draws 20 bids for rare earth magnet manufacturing scheme
India's Ministry of Heavy Industries (MHI) has received 20 bids from domestic and global companies under its scheme to promote manufacturing of sintered rare earth permanent magnets...
Monday 17 August 2026
Samsung weighs Giheung R&D line for 2nm HBM foundry capacity

Samsung Electronics is reportedly considering repurposing the second line at its next-generation semiconductor R&D complex in Giheung...

Monday 17 August 2026
Samsung Electro-Mechanics, LG Innotek substrate lines near full capacity as AI demand rises

Samsung Electro-Mechanics (SEMCO) and LG Innotek pushed their semiconductor package substrate operations close to full capacity in...

Monday 17 August 2026
Tata succession clouds outlook for chips, clean energy, data centers

Tata's leadership transition may shape the pace of one of India's biggest industrial bets. The group's planned spending on chips, clean...

Monday 17 August 2026
Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...