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Tuesday 16 June 2026
Samsung reportedly moves closer to 5nm-class MRAM as TSMC advances its roadmap

Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial...

Tuesday 16 June 2026
China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...
Tuesday 16 June 2026
AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...
Tuesday 16 June 2026
Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

Tuesday 16 June 2026
ByteDance in talks for Iluvatar, Baidu Kunlunxin AI chips as Doubao demand grows

ByteDance is in talks to buy AI chips from Shanghai-based Iluvatar CoreX and is also considering using Baidu's Kunlunxin chips, as...

Tuesday 16 June 2026
Netronix's supply-chain discipline cushions memory shortages amid rising color e-book reader demand

Netronix said memory shortages are hitting the color e-book reader industry, but its long-built supply-chain management system and...

Tuesday 16 June 2026
Apple's Siri AI push drives 12GB DRAM demand for Samsung and SK Hynix

Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it,...

Tuesday 16 June 2026
AMD to acquire MEXT to expand AI memory optimization tools
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...
Tuesday 16 June 2026
Kioxia surpasses Toyota, eyes M&A push in face of AI boom
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial...
Tuesday 16 June 2026
Samsung reportedly deepens foundry ties with Elon Musk's companies as turnaround timeline pushes toward 2028
Samsung Electronics' foundry business is reportedly expanding its strategic relationship with companies led by Elon Musk, with cooperation now spanning electric vehicles and emerging...
Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026
3Q26 LCD TV panel market cools as small sizes lead decline

Global LCD TV panel prices have entered a new round of adjustment after the FIFA World Cup and China's 618 Shopping Festival stocking...

Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

Tuesday 16 June 2026
AT&S to invest up to EUR2 billion in Malaysia to expand AI substrate capacity
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as...