Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the...
Tesla is entering what executives describe as a "turning point" year. As the company pushes forward with robotaxi deployment and Full Self-Driving (FSD) technology, it must also navigate...
China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
Meta is preparing for a steep increase in capital spending in 2026 as it scales AI infrastructure to support "personal superintelligence," signaling a longer-term roadmap centered...
The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...
As artificial intelligence (AI) applications expand globally, United Microelectronics Corporation (UMC) is intensifying its efforts in advanced packaging and silicon photonics (SiPh)...
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...
Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...
ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...
ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...
ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...
