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    AI orders give Soonest visibility into 2027
    14min ago
    NEO Semiconductor unveils AI memory platform aimed at easing global bottlenecks
    16min ago
    Meta turns its engineers into trainers in coding race with Anthropic and OpenAI
    22min ago
    AUO warns of 2H26 panel demand pressure
    27min ago
    Commentary: How FCC ban proposal is affecting China’s optical module makers
    Aug 5, 18:36
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    Aug 5, 18:36
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    Aug 5, 18:35
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    Aug 5, 18:35
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    Aug 5, 18:33
    NEWS TAGGED CAPACITY
    Thursday 6 August 2026
    Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out
    Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure...
    Thursday 6 August 2026
    Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
    Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
    Thursday 6 August 2026
    Jeter says AI shipping demand and geopolitics lifted first-half profit
    Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
    Thursday 6 August 2026
    SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

    SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

    Thursday 6 August 2026
    China auto exports shift production and pressure suppliers in the first half of 2026
    China’s auto industry shifted sharply in the first half of 2026 as export growth offset weakening domestic demand, pushing production toward export-connected manufacturing hubs...
    Thursday 6 August 2026
    Fositek lifts server revenue mix to 56% and plans capacity expansion
    Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...
    Thursday 6 August 2026
    Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
    Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
    Thursday 6 August 2026
    GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
    GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...
    Wednesday 5 August 2026
    Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

    Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing...

    Wednesday 5 August 2026
    Infineon sees AI demand outpacing supply as customers lock in long-term capacity

    Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign...

    Wednesday 5 August 2026
    Furukawa Electric to invest JPY100 billion to double rollable ribbon cable capacity in response to data center demand
    Furukawa Electric said on August 4 that it will invest approximately JPY100 billion (approx.US$630 million) in total to expand production capacity for optical fibers and optical fiber...
    Wednesday 5 August 2026
    Naver taps Brookfield for up to US$9 billion in data center financing

    Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle...

    Wednesday 5 August 2026
    Samsung, SK Hynix expansion puts Korea's chip supply chain to the test

    Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second...

    Wednesday 5 August 2026
    Anthropic's scramble for compute is reshaping how AI labs finance their chips

    Anthropic's US$10 billion computing agreement with seven-month-old startup Volta Infra Holdings Ltd. is the latest sign that the Claude...

    Wednesday 5 August 2026
    From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
    SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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