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Wednesday 25 March 2026
Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and...
Wednesday 25 March 2026
Broadcom expects optical communication supply chain capacity issues to ease by 2027
The Optical Fiber Communication Conference (OFC 2026) concluded on March 19, with Broadcom holding a media briefing to discuss the latest technologies and product announcements from...
Wednesday 25 March 2026
Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound
Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial...
Wednesday 25 March 2026
SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech
SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin...
Wednesday 25 March 2026
Exclusive: Tesla and SpaceX pursue dual solar strategy on Earth and in orbit
Chinese solar supply chain companies say that Tesla and SpaceX, both led by Elon Musk, are quietly building a dual-track solar strategy spanning Earth and space, an emerging structure...
Tuesday 24 March 2026
Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26
As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...
Tuesday 24 March 2026
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap...
Tuesday 24 March 2026
AI boom lifts substrate maker Kinsus as prices and demand rise
Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...
Tuesday 24 March 2026
SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

SK Hynix has brought forward the ramp-up of its M15X DRAM facility in Cheongju, opening a second cleanroom and beginning equipment move-in...

Tuesday 24 March 2026
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
Monday 23 March 2026
AI chip boom drives surge in demand for testing at Chunghwa Precision Test
Chunghwa Precision Test, a supplier of semiconductor testing interfaces, is seeing a surge in demand driven by high-performance computing and mobile application processors, as orders...
Monday 23 March 2026
Advanced Echem expands DUV, packaging, and optical materials to serve global chip progress
Advanced Echem Materials' (AEMC's) expansion in DUV photoresists, advanced packaging, and optical materials signals increased global supply capacity for cutting‑edge semiconductor...
Monday 23 March 2026
China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...
Monday 23 March 2026
Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth
Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution...
Monday 23 March 2026
Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion
Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into...