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Thursday 26 March 2026
SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die
SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics'...
Wednesday 25 March 2026
Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and...
Wednesday 25 March 2026
Tescan targets Taiwan and South Korea for semiconductor investment
Czech microscopy equipment supplier Tescan is continuing to deepen its presence in the Asia-Pacific market, targeting growing opportunities in semiconductor failure analysis (FA)....
Wednesday 25 March 2026
SK Hynix files for potential US listing and ramps EUV investment as AI demand accelerates
SK Hynix said it has confidentially submitted a registration statement to the US Securities and Exchange Commission for a potential listing of American depositary shares, as part of...
Wednesday 25 March 2026
Exclusive: Tesla and SpaceX pursue dual solar strategy on Earth and in orbit
Chinese solar supply chain companies say that Tesla and SpaceX, both led by Elon Musk, are quietly building a dual-track solar strategy spanning Earth and space, an emerging structure...
Tuesday 24 March 2026
Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring
Eternal Materials expects operations in 2026 to outperform 2025, driven primarily by growth in precision equipment and scaling shipments of semiconductor advanced packaging materials...
Tuesday 24 March 2026
Hanwha Semitech's SK Hynix TCB deal draws scrutiny over KRW100 billion guarantee
Hanwha Semitech's supply of thermal compression bonding (TCB) equipment for high-bandwidth memory (HBM) to SK Hynix is drawing scrutiny after the South Korean equipment maker maintained...
Tuesday 24 March 2026
SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

SK Hynix has brought forward the ramp-up of its M15X DRAM facility in Cheongju, opening a second cleanroom and beginning equipment move-in...

Tuesday 24 March 2026
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
Tuesday 24 March 2026
US FCC adds foreign-produced routers to national security 'Covered List'
The US Federal Communications Commission's (FCC) Public Safety and Homeland Security Bureau announced on March 23, 2026, that it has officially added routers produced in foreign countries...
Tuesday 24 March 2026
Taiwanese supply-chain implications as India doubles down on semiconductor incentives
Taiwanese semiconductor and electronics suppliers face clearer incentives and growing opportunities in India following a budgetary push that prioritizes localized supply chains and...
Tuesday 24 March 2026
Meet the South Korean firm wafer wobbling for Samsung and TSMC
As semiconductor advanced processes continue to evolve, the factors affecting yield and equipment stability have grown increasingly complex. One long-standing challenge troubling chipmakers...
Monday 23 March 2026
Tescan integrates Seoul demo lab to speed testing for AI memory and advanced packaging customers
Tescan's expansion of its Seoul site integrates a Demo Lab with office space to better serve semiconductor clients amid global AI-driven memory demand, promising faster failure analysis...
Monday 23 March 2026
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...

Friday 20 March 2026
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.