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    Micron forecasts record revenue as memory supply tightens
    1min ago
    Chip price surge in 2Q26 shifts cost pressure to end markets
    6min ago
    Column: OpenClaw ignites China's AI agent land grab
    16min ago
    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    Mar 18, 18:59
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    Mar 18, 18:59
    OpenClaw drives edge AI chip and mini PC supply chain expansion
    Mar 18, 18:59
    Legacy European and American Tier 1 suppliers reshape profit models through slimming and cross-sector expansion
    Mar 18, 18:59
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    Mar 18, 18:59
    NEWS TAGGED CAPACITY
    Thursday 19 March 2026
    China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

    China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

    Thursday 19 March 2026
    SK Hynix presses ahead on HBM4 despite tightening AI memory supply
    SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
    Thursday 19 March 2026
    How Hwaseong became South Korea's semiconductor supply-chain capital
    The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
    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...
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    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook