Sherman, a city north of Dallas, has emerged as a possible site for TSMC's next US chip plant, with Texas development documents describing a proposed US$45 billion investment in two...
AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of...
China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter...
Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...
Samsung Electronics plans to shut down its remaining 8-inch foundry lines by the end of 2030, forcing South Korean chip designers to seek alternative manufacturing capacity as competing...
The printed circuit board (PCB) shortage that Indian electronics makers expect to worsen in the coming months is part of a global squeeze. AI servers are absorbing high-end laminate,...
China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter...
Malaysia is attaching tougher conditions to its data center boom, pairing a newly approved renewable energy quota with stricter screening of power and water requests and pressure on...
Surging demand for optical communications driven by AI and data center expansion has prompted Japan's Sumitomo Electric Industries to accelerate production capacity expansion for indium...
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only...
Murata Manufacturing announced plans to invest around JPY1 trillion (US$6.3 billion) in expanding multilayer ceramic capacitor (MLCC) capacity by 2030. Booming demand from data centers...
DIGITIMES forecasts that global large-size TFT LCD shipments will reach 910 million units by 2031 as supply expansion slows and panel capacity continues to be restructured. While TV...
As AI data centers expand, Taiwan is facing challenges in securing power supply, battery backup, and cooling systems, with the state-run Taiwan Power Company (Taipower) requiring about...
The boom in generative AI is rapidly driving demand for data center construction, making power supply, cooling, and energy management central challenges for AI infrastructure. Speaking...
Lite-On Technology will continue increasing capital expenditure in 2027 as cloud service providers (CSPs) pour money into the artificial intelligence (AI) infrastructure race, president...
