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Wednesday 18 March 2026
OpenAI shifts from building data centers to leasing cloud capacity
OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...
Wednesday 18 March 2026
HD Renewable Energy deepens presence in Japan's power market with 50MW Hokkaido energy storage project
Japan's 25th Smart Energy Week is taking place in Tokyo, where HD Renewable Energy (HDRE) showcased three major solutions: energy storage integration, electricity trading, and charging...
Wednesday 18 March 2026
Exclusive: AI server supply chain hits hidden stalemate as CSPs and manufacturers favor price hikes over expansion
Geopolitical tariff conflicts combined with the outbreak of Middle East hostilities have pushed even the booming AI server and data center industry—and its supply chain—into...
Wednesday 18 March 2026
China price competition hits Samsung Display shipments while Korean OLED makers regain share

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening...

Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Tuesday 17 March 2026
Hon Precision raises AI chip test capacity plan by 40% amid surging demand
Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...
Tuesday 17 March 2026
Meta and Nebius reach US$27B deal for AI infrastructure capacity as data center computing demand soars
Nebius, a Dutch data center firm, announced a US$27 billion deal with Meta on March 16, 2026, to supply AI infrastructure capacity to the tech giant. The agreement comes as soaring...
Tuesday 17 March 2026
Samsung Electronics reports shifts in raw material costs and production output in fiscal 2025
Samsung Electronics has released comprehensive operational data for fiscal 2025, revealing a complex picture of shifting raw material costs and high production efficiency. Despite...
Tuesday 17 March 2026
Samsung cautious on memory expansion amid concerns over 2028 supply glut
Samsung Electronics' semiconductor division is concerned that the current memory supercycle, driven by supply shortages, could last only one to two years before the market turns downward...
Tuesday 17 March 2026
Micron enters high-volume production of HBM4 and PCIe Gen6 SSDs for Nvidia platforms
At the Nvidia GTC 2026 conference, Micron Technology signaled a major push in the AI hardware race, announcing high-volume production of memory and storage components purpose-built...
Tuesday 17 March 2026
eMMC shortage sends NAND prices soaring, with further gains ahead
Supply disruptions in low-capacity eMMC are driving sharp price increases for SLC and MLC NAND as major global memory manufacturers exit older production nodes. Contract prices for...
Monday 16 March 2026
ESMT sees DDR3 contract prices increase as supply tightens
Memory design IC company Elite Semiconductor Microelectronics Technology (ESMT) reported a fourth-quarter 2025 profit of NT$1.033 billion (US$32.5 million), up 394.75% year-on-year...
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...
Monday 16 March 2026
Vanguard to follow Nexchip with foundry price hikes starting in April
Following Nexchip Semiconductor's announcement that it would raise foundry prices by 10% starting June 1, Vanguard International Semiconductor (VIS) has also signaled a rare price...
Monday 16 March 2026
Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...