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Thursday 25 June 2026
Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
Thursday 25 June 2026
China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process...
Thursday 25 June 2026
Sigurd expands AI testing capacity as demand keeps facilities full
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains...
Thursday 25 June 2026
ASE sees AI demand stretching packaging capacity into 2030
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company...
Thursday 25 June 2026
Calin Tech eyes low-altitude economy opportunities, expands auto customer base in Europe, US, and Asia
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies...
Thursday 25 June 2026
Commentary: Micron turns AI memory crunch into a buyback story
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments...
Thursday 25 June 2026
Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing...
Thursday 25 June 2026
ByteDance's reported AI chip orders mark breakthrough for Chinese GPU maker Iluvatar CoreX
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet...
Thursday 25 June 2026
Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance...
Thursday 25 June 2026
Acer Gadget sees double-digit growth as PC peripherals and smart living drive expansion
Acer Gadget said momentum in its core PC peripherals and smart living accessories businesses drove a record revenue start to 2026, signaling potential improvement in operating performance...
Thursday 25 June 2026
Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone...
Thursday 25 June 2026
Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor...
Thursday 25 June 2026
China wafer champion turns to US$1.6B overhaul to stop losses
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai...
Thursday 25 June 2026
Power-Win expands into EV battery recycling as Jiadong plant ramps up
Power-Win Technology Co. Chairman Lin Pei-yi said following the company's June 23 shareholders meeting that its core battery recycling and processing business has benefited from process...
Thursday 25 June 2026
Techzone builds circular economy to tap rising semiconductor expansion demand
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand...