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Monday 5 October 2026
Kyushu's chip expo expands as Japan adds a chip design focus
Japan's Kyushu Semiconductor Industry Exhibition, known as K-Semi, grew 36% at this year's edition in Fukuoka, held from September 30 to October 1, 2026, as chip makers expanded their...
Monday 5 October 2026
Cheap SiC substrates ignite demand wave, reshape ecosystem
Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half...
Monday 5 October 2026
Tech giants push into Australia for AI data centers
Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's...
Monday 5 October 2026
Musk raises Tesla AI5 memory to 96GB after cut
Tesla CEO Elon Musk first said on X that the capacity of the AI5 chip memory would be cut in half to 72GB, but later clarified that AI5 will use 96GB of LPDDR5 instead. The change...
Monday 5 October 2026
South Korean SMEs expand space supply chain from reusable rockets to satellite shielding
As South Korea prepares for the fifth launch of its Nuri rocket, small and medium-sized enterprises are taking on increasingly important roles in the country's space supply chain alongside...
Friday 2 October 2026
GMI Cloud secures NT$14.05 billion loan for AI factory
CTBC Bank and GMI Cloud on October 1 announced the closing of an NT$14.05 billion (about US$445 million) syndicated credit facility to fund Taiwan's first AI factory. The deal is the...
Friday 2 October 2026
Nanya Technology wins approval for Southern 3D packaging plant
The Science Park Review Committee under Taiwan's National Science and Technology Council (NSTC) approved 13 investment projects at its 35th meeting on the 1st, including Nanya Technology's...
Thursday 1 October 2026
China's 'BEST' fusion reactor enters the engineering endgame
China's next-generation fusion programme has entered a new engineering phase with the formal opening of the campus for the Burning Plasma Experimental Superconducting Tokamak (BEST)...
Thursday 1 October 2026
AWS Trainium 3 shipments stall as supply chain sees turnaround
AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...
Wednesday 30 September 2026
Gold Circuit turns Amazon into a shareholder for Trainium servers
Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies...
Wednesday 30 September 2026
US-China trade truce extension draws orders back to China, threatening Taiwanese booking volumes
Following US President Donald Trump's visit to China for a summit with Chinese President Xi Jinping from May 13 to 15, 2026, President Xi accepted an invitation to make a state visit...
Wednesday 30 September 2026
Linde secures Sanand land as global materials suppliers race to localize for India's first fabs
India's chip push is drawing the materials layer of the supply chain onshore. With Tata Electronics' Dholera fab and a cluster of packaging plants in Sanand under way, suppliers of...
Wednesday 30 September 2026
Vulcan wins US Army drone magnet contract as China decoupling drives selection
US rare-earth magnet startup Vulcan Elements has reportedly won a supply contract for the US Army's SkyFoundry drone program, underscoring Washington's push to localize drone production...
Wednesday 30 September 2026
From EVs to AI humanoid robots: Tesla leans on Chinese manufacturing once again
Energy, AI robotics, and autonomous vehicle maker Tesla is reportedly replicating its electric vehicle (EV) playbook by turning to Chinese manufacturing to support the supply chain...
Wednesday 30 September 2026
AI boom strains PCB supply chain as materials, equipment shortages persist into 2027
Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates,...