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Tuesday 7 July 2026
US Army depot ramps up drone parts production to cut foreign dependence
The US Army is expanding drone component production at Tobyhanna Army Depot in Pennsylvania, shifting the site from a maintenance center into a manufacturing hub for brushless motors...
Tuesday 7 July 2026
BBU demand lifts Taiwanese battery module makers as AI server adoption expands
Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...
Tuesday 7 July 2026
SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026
AI lifts high-voltage prices as bubble fears return

AI demand and capacity crowd-out effects are driving higher prices and volumes for high-voltage products, according to IC distributors,...

Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Tuesday 7 July 2026
Memory prices rebound as supply tightens, with global buyers facing higher costs

Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift...

Monday 6 July 2026
Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips, with Meta Platforms and Anthropic reportedly considering Samsung for processors after...
Monday 6 July 2026
LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare...

Monday 6 July 2026
China's chip equipment makers ramp up expansion as AI and memory boom fuel domestic demand

China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI...

Monday 6 July 2026
SEMI warns Trump admin against meddling in memory market

SEMI has warned the Trump administration that intervening in memory-chip pricing or production capacity could worsen a historic supply...

Monday 6 July 2026
Europe's defense boom has a semiconductor problem
Europe's defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced...
Monday 6 July 2026
Phison says AI demand could erase NAND memory's boom-and-bust cycle
AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing...
Monday 6 July 2026
Meta's AI cloud idea underscores a search for returns, not an AI retreat
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...
Monday 6 July 2026
Front-loaded Asia-Pacific shipping demand keeps freight rates elevated into peak season
Sea and air freight capacity stayed tight as the second-half shipping season approached, with strong exports of AI and semiconductor products from Taiwan to the US continuing to pressure...
Monday 6 July 2026
Asahi Kasei to expand Taiwan photoresist film capacity for AI chip packaging
Asahi Kasei, one of the notable suppliers of Sunfort dry film photoresist in Japan, has initiated a fab expansion project in Taiwan. The newly established plant is expected to further...