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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
Taiwan motorcycle maker SYM's profit falls in 2025 despite record market share
SYM said its 2025 results held up despite global tariff shifts and supply-chain disruption, highlighting resilient motorcycle sales in Taiwan and overseas. For global readers, the...
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
Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

Acer channel arm Weblink International remains upbeat on the second half of 2026, even as the PC industry looks increasingly likely to see...

Friday 26 June 2026
Samsung eyes Gwangju chip site as SK Hynix weighs regional and overseas options

South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly...

Friday 26 June 2026
Qualcomm HBC takes aim at HBM costs in AI data centers

Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls...

Friday 26 June 2026
Global intelligent eyewear market surges as AR and smart glasses gain ground
Global demand for intelligent eyewear is rising fast, with shipments jumping 83% in the first quarter of 2026, according to Counterpoint Research. For readers worldwide, the shift...
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
Analysis: Why Apple can't wait out this memory shortage
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
Friday 26 June 2026
Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins...

Friday 26 June 2026
SK Siltron to bring new 300mm wafer capacity online as AI demand lifts shipments

SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI...

Friday 26 June 2026
Apple and Google consider adopting Chinese memory chips: three obstacles remain
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that...
Friday 26 June 2026
Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26
Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners...