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Thursday 10 September 2026
Analysis: China chases EUV as chipmakers move to High-NA
The extreme ultraviolet (EUV) lithography race is splitting into two tracks. Intel has moved High-NA EUV into production, Samsung Electronics and SK Hynix are targeting DRAM production...
Thursday 10 September 2026
STMicro sees AI sales accelerating as factory transfers hold key to margin recovery
STMicroelectronics expects rapidly expanding AI infrastructure sales and stronger automotive demand to support growth into 2027, but its largest gross-margin gains will depend on customer...
Thursday 10 September 2026
Flex's EPC Power deal points to a broader shift in AI infrastructure
Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers...
Wednesday 9 September 2026
Huaqin signs Nanchang projects as robotics push widens
Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection,...
Wednesday 9 September 2026
Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Kioxia has ruled out deeper manufacturing ties with SK Hynix while resisting another round of aggressive NAND price increases, leaning...

Wednesday 9 September 2026
Update: US finalizes US$775 million in CHIPS quantum awards, with equity attached
Washington has converted the largest federal bet yet on quantum computing from a promise into a contract, and it is taking ownership in return. On Sept. 8, the US Department of Commerce...
Wednesday 9 September 2026
CXMT's 10% DRAM share intensifies debate over South Korea's 52-hour workweek

China's rapid advance in DRAM is intensifying debate in South Korea over whether rigid working-hour rules could make it harder to preserve...

Wednesday 9 September 2026
Ability Enterprises August revenue hits 10-year high on AI vision, drones, robot cameras
Ability Enterprise reported August 2026 revenue of NT$1.313 billion, its highest monthly level since December 2015, as three new product lines entered volume shipments. The Taiwanese...
Wednesday 9 September 2026
JD.com's real target with 3 million robots: physical AI
JD.com is accelerating its expansion in physical AI, announcing a new "Physical AI Acceleration Plan" at the 2026 JD Global Technology Explorers Conference on September 9. Over the...
Wednesday 9 September 2026
Sysgration expands Taiwan, US drone manufacturing as procurement plans advance
Sysgration said in August 2026 that rising demand for artificial intelligence, industrial PCs, and drone systems continued to expand its operating scale, while Taiwan's government...
Wednesday 9 September 2026
Axcelis to build new Korea manufacturing site in US$35 million expansion
Axcelis Technologies plans to invest US$35 million in a new semiconductor equipment manufacturing facility in Pyeongtaek, South Korea, a move that could help strengthen global chip...
Wednesday 9 September 2026
China's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen
The 27th China International Optoelectronic Exposition (CIOE) opened at the Shenzhen World Exhibition & Convention Center, taking place alongside the International Integrated Circuit...
Wednesday 9 September 2026
LG Innotek tackles glass substrate microcrack issue as 2028 production race heats up

LG Innotek is applying internally developed artificial intelligence to semiconductor glass substrate manufacturing, targeting microcracks,...

Wednesday 9 September 2026
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of HyperAccel's data center inference accelerator using Samsung Foundry's 4nm process, marking the Korean custom-silicon company's first large-scale...
Wednesday 9 September 2026
Samsung-led EUR3B funding round nearly doubles Mistral's valuation
French AI startup Mistral has raised EUR3 billion (US$3.5 billion) in a funding round led by Samsung Electronics, nearly doubling its valuation as the company seeks to strengthen its...