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Wednesday 28 January 2026
SK Hynix pledges US$10 billion for US AI arm under tariff pressure
SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
Wednesday 28 January 2026
ASML orders beat expectations as company plans 1,700 layoffs
ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...
Wednesday 28 January 2026
SoftBank in talks to invest additional US$30 billion in OpenAI
The Wall Street Journal (WSJ), citing informed sources, reported that SoftBank Group is negotiating a new investment with OpenAI, potentially reaching up to US$30 billion,...
Wednesday 28 January 2026
As China races to localize auto chips, Taiwan locks onto upmarket
In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
Wednesday 28 January 2026
TI accelerates capacity push, shrugs off memory shortages
Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...
Wednesday 28 January 2026
Micron's US$100 billion New York megafab attracts local oversight
As the Trump administration intensifies its push for US-based semiconductor manufacturing, Micron recently held a groundbreaking ceremony for its planned megafab in the town of Clay,...
Tuesday 27 January 2026
Micron breaks ground on US$24 billion advanced NAND fab in Singapore
Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
Tuesday 27 January 2026
India, EU strike trade pact as Trump tariffs force global realignment
India and the EU have finalized negotiations on a landmark free trade agreement (FTA), a move hailed as historic by both sides as they navigate strained relations with the US and global...
Tuesday 27 January 2026
Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...
Tuesday 27 January 2026
TSMC's capex surprise reveals blind spots in semiconductor forecasting
TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
Monday 26 January 2026
Trump administration plans US$1.6 billion investment in US Rare Earth to reduce reliance on China
The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately...
Monday 26 January 2026
AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade
The artificial intelligence boom is creating an unprecedented energy crisis. As AI data centers proliferate worldwide, electricity demand is surging faster than supply can keep pace,...
Monday 26 January 2026
AI development shifts focus to real-world impact in 2026, signaling industry recalibration
Artificial intelligence (AI) development is entering a pivotal phase as the industry prepares to shift from showcasing model capabilities to assessing the technology's practical impact...
Monday 26 January 2026
LG Electronics India receives Maharashtra eligibility certificate for incentives
LG Electronics India Limited has received an eligibility certificate from the Directorate of Industries, Government of Maharashtra, making the company eligible for incentives worth...
Monday 26 January 2026
Power transmission efficiency shapes future of AI computing and regional competitiveness
As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission...