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Monday 29 June 2026
Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

Monday 29 June 2026
China makes AI power a national priority in new five-year energy plan

Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...

Monday 29 June 2026
Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...

Monday 29 June 2026
Johor's power grid faces mounting strain as data centre pipeline expands
Malaysia's southern state of Johor could see data centers account for about 40% of its electricity demand by 2035, highlighting mounting pressure on power infrastructure as the region...
Monday 29 June 2026
Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

Sunday 28 June 2026
LG Chem weighs CCL expansion as AI chip demand strains supply

LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as...

Sunday 28 June 2026
Kaori fuel cell orders extend to 1 year; expanding capacity in Taiwan and overseas
Fuel cells are emerging as one of the key solutions for future energy supply. Kaori Heat Treatment, one of the suppliers in the Bloom Energy supply chain, said that its fuel cell order...
Saturday 27 June 2026
JCET's US$1.1bn expansion shows where China's AI chip crunch is moving

China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic...

Saturday 27 June 2026
Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could...
Saturday 27 June 2026
ShunSin sees CPO potential, adds TSMC veterans as independents
ShunSin, a Foxconn-affiliated packaging and testing company, held its 2026 annual general meeting, with chairman Shang-Yi Chiang presiding. Chiang said ShunSin will leverage its packaging,...
Saturday 27 June 2026
AI-driven chip demand tightens air and sea freight capacity and lifts rates
AI and semiconductor shipments are tightening global freight markets, with air cargo space in short supply and US-bound sea routes crowded. Lower fuel surcharges may ease some costs,...
Saturday 27 June 2026
Zettabyte urges new standard for quality AI compute as demand surges over two years
AI infrastructure firm Zettabyte said AI token generation exploded more than 330-fold over two years and urged that compute be measured by delivered useful work rather than raw hardware...
Friday 26 June 2026
Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected...

Friday 26 June 2026
Corning weighs South Korea site as chip packaging race turns to glass

Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass...

Friday 26 June 2026
SK Hynix's US$29 billion Nasdaq plan puts capacity expansion in focus

SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence,...