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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    7h 28min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    7h 28min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    7h 28min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    7h 28min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    7h 29min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
    7h 29min ago
    NEWS TAGGED FAB
    Monday 15 June 2026
    Samsung foundry chief sees 2028 profit path as bonus costs mount

    Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business...

    Monday 15 June 2026
    Visionox pushes ViP OLED commercialization as China's flexible OLED utilization slumps

    Chinese OLED panel maker Visionox is accelerating the commercialization of its proprietary Visionox intelligent Pixelization (ViP) technology...

    Monday 15 June 2026
    The great chip bazaar: India's fragmented fight to build a tech empire
    Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology...
    Friday 12 June 2026
    Second fire in less than two weeks disrupts SK Hynix's Cheongju chip campus
    SK Hynix's latest fire at its Cheongju, South Korea, campus has again disrupted operations at a key memory-chip site and prompted evacuations of thousands of workers. The incident...
    Thursday 11 June 2026
    Gudeng flags EUV supply constraints as advanced-chip expansion accelerates
    Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building...
    Tuesday 9 June 2026
    Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
    Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders,...
    Monday 8 June 2026
    Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics
    Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman...
    Thursday 4 June 2026
    TSMC chair says CoPoS could scale within years while downplaying risk from Terafab
    Taiwan Semiconductor Manufacturing Co. (TSMC) told shareholders on June 4 that the AI surge is creating major opportunities, but also leaving TSMC with the bulk of the investment and...
    Thursday 4 June 2026
    Kioxia weighs new NAND fab as AI demand drives long-term expansion plans
    Kioxia is evaluating the construction of a new NAND flash manufacturing facility at its Kitakami site in Iwate Prefecture, aiming for production to begin after 2029-2030 as the company...
    Tuesday 2 June 2026
    SK Hynix reportedly preparing Dalian fab for 200-layer FG NAND to capture AI storage demand
    SK Hynix is reportedly preparing to mass-produce a new generation of 200-layer-class NAND flash memory based on floating-gate (FG) architecture at its Dalian Phase 2 facility in China,...
    Sunday 31 May 2026
    United Integrated Services sees AI capex boom extending fab order visibility to 2030
    United Integrated Services, a key fab-building partner for TSMC and Micron, said the global artificial intelligence (AI) boom is continuing to drive semiconductor capital spending...
    Saturday 30 May 2026
    Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing
    SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty,...
    Thursday 28 May 2026
    SK Hynix turns Big Tech's memory scramble into tougher supply terms
    SK Hynix is using Big Tech's rush to secure artificial intelligence (AI) memory supply as leverage for tougher long-term contracts, while resisting funding structures that could give...
    Monday 25 May 2026
    Lam Research CEO: New fabs alone will not solve chip bottlenecks
    Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints,...
    Monday 25 May 2026
    India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

    India is advancing its technology and semiconductor ambitions through new fab projects, packaging...

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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook