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Monday 24 November 2025
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as...
Monday 24 November 2025
NGK Insulators to expand capacity for chiplet ceramic support wafers that offer 5x warpage resistance
Japanese ceramics firm NGK Insulators has announced plans to triple its production capacity of support wafers by fiscal year 2027 (April 2027-March 2028). More specifically, these...
Friday 21 November 2025
Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers...
Thursday 30 October 2025
Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026
With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter...
Thursday 30 October 2025
GlobalFoundries to invest EUR1.1 billion to expand Dresden semiconductor facility
GlobalFoundries announced plans to invest EUR1.1 billion to expand its semiconductor manufacturing operations at its Dresden, Germany site. The investment, part of the project known...
Wednesday 29 October 2025
Apple and Tesla orders fuel Samsung's recovery
Apple's mobile DRAM orders are expected to increase significantly in 2026, and the South Korean industry predicts that Samsung Electronics will be the largest beneficiary. News...
Wednesday 29 October 2025
Taiwan drone maker CBT expands capacity with military UAV delivery to defense institute
Taiwan's unmanned drone developer Carbon-Based Technology (CBT) has announced an expanded investment in the unmanned aerial vehicle (UAV) sector to accelerate production capacity...
Tuesday 28 October 2025
Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26
Semiconductor IC testing equipment manufacturer Hon Precision has, in recent years, successfully entered high-power application markets such as AI, high-performance computing (HPC),...
Tuesday 28 October 2025
Winbond boosts memory production capex over fivefold amid tight supply
Taiwan-based memory manufacturer Winbond Electronics Corp. has approved a capex budget of NT$35.509 billion (US$1.16 billion) to restructure its memory production capacity in response...
Thursday 23 October 2025
Quanta server revenue up 50%, expanding US and Thailand capacities
Quanta Senior Vice President Mike Yang stated that Quanta will continue expanding production capacity in the US and Thailand. Although Taiwan is no longer considering factory expansion,...
Sunday 19 October 2025
JVs reclaim ground in China's auto market as local EV makers falter
China's electric vehicle (EV) market, once a symbol of the country's technological ascendancy, is now grappling with a harsh correction. Excess production capacity is pushing automakers...
Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Tuesday 14 October 2025
Commentary: China weaponizes rare earth dominance, global tech to pay the price
China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply...
Thursday 9 October 2025
Phoenix Silicon International expands wafer production capacity with new FAB3B facility
Phoenix Silicon International (PSI) has officially launched the expansion of its Zhonggang FAB3A/B manufacturing complex, announcing plans for the new FAB3B plant to begin production...
Wednesday 8 October 2025
Indian solar manufacturer to expand AI-powered production capacity in Gujarat
Pahal Solar, an Indian startup integrating artificial intelligence (AI) into solar manufacturing, plans to invest INR170 million (approx. US$1.91 million) to double its production...