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    Why are China EVs barriers on US market untouched during Trump-Xi talks
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    China car market weakens as Taiwanese suppliers brace for inventory clearance in 2H26
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    TSMC reportedly evaluates Texas for a second US manufacturing hub
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    Analysis: What are the risks facing China DRAM capacity amid a tightening market
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    Mighty Hornet IV drone nears mass production as Taiwan and U.S. sites are readied
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    NEWS TAGGED CAPACITY
    Tuesday 29 September 2026
    CXMT to spend US$5.2 billion on R&D and testing as DRAM supply stays tight
    China's ChangXin Memory Technologies (CXMT) plans to invest CNY34.9 billion (approx. US$5.2 billion) in technology R&D and additional back-end DRAM testing capacity, stepping up...
    Tuesday 29 September 2026
    Cerebras to power Gimlet's push for faster AI inference
    Cerebras Systems is expanding its push into AI inference infrastructure through a collaboration with Gimlet Labs, as demand grows for computing systems capable of delivering faster...
    Tuesday 29 September 2026
    AI boom sends China and Taiwan's PCB makers racing to HK for capital
    Global investment in AI infrastructure is expanding rapidly, driving specification upgrades across the supply chain, from AI servers to high-speed optical modules, and pushing printed...
    Tuesday 29 September 2026
    Samsung Electro-Mechanics to invest US$5 billion in ABF substrate expansion
    Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance...
    Tuesday 29 September 2026
    GlobalFoundries eyes GaN expansion to challenge TSMC in AI

    GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

    Tuesday 29 September 2026
    HBM to take nearly 30% of DRAM capacity as Samsung speeds up P5
    High-bandwidth memory (HBM) is expected to account for nearly 30% of DRAM makers' total wafer capacity in 2027, up from about 20% currently, as Samsung Electronics moves to accelerate...
    Tuesday 29 September 2026
    VSMC Singapore fab fully booked as VIS weighs Fab 2
    Capacity at VisionPower Semiconductor Manufacturing Company's (VSMC) first 12-inch wafer fab in Singapore is fully booked as the joint venture between Vanguard International Semiconductor...
    Tuesday 29 September 2026
    Vanguard chairman says AI slowdown won't free up chip capacity

    Vanguard International Semiconductor (VIS) and NXP Semiconductors' joint venture, VisionPower Semiconductor Manufacturing Company (VSMC),...

    Tuesday 29 September 2026
    AI server MLCC prices rise as Chinese suppliers gain ground in generic parts

    Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used...

    Tuesday 29 September 2026
    Samsung invests US$1 billion in ex-AWS chief's AI data center venture, joining Nvidia as a founding investor
    Six Samsung companies will invest a combined US$1 billion in Helix Digital Infrastructure, a company set up by investment firm KKR to build data centers and the power supply they need...
    Monday 28 September 2026
    Weekly news roundup: China gains ground in memory and AI hardware as supply stays tight
    China's AI sector is shifting from catch-up to commercialization, with value concentrating in hardware bottlenecks and large platforms rather than independent model labs. Across memory,...
    Saturday 26 September 2026
    Acer, Phison split on DRAM outlook as PC memory supply eases
    Acer and Phison Electronics are offering sharply different readings of the DRAM market as supply conditions improve for mainstream PC memory while AI and server demand keep the broader...
    Friday 25 September 2026
    Akamai plans US$5.5 billion cloud buildout after US$11.6 billion Anthropic deal
    Akamai Technologies plans to spend about US$5.5 billion building cloud infrastructure to support a US$11.6 billion, seven-year commitment from Anthropic, as the US cloud provider expands...
    Thursday 24 September 2026
    CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM
    China's ChangXin Memory Technologies (CXMT) is gaining ground in the global DRAM market as Samsung Electronics and SK Hynix allocate more production capacity to high-bandwidth memory...
    Thursday 24 September 2026
    AI drives Episil GeSi, PMIC growth

    Semiconductor epitaxy maker Episil Precision said on September 22 that rising demand from AI data centers has created two main growth...

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    BIZ FOCUS
    Sep 29, 08:00
    Breaking free from keyword constraints: GeoGraph elevates job matching
    Thursday 24 September 2026
    FSP Debuts World's First 80 PLUS Ruby ATX PSU
    Wednesday 23 September 2026
    The Robot in the Supply Chain
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
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