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    Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028
    14min ago
    Tesla sets up Vietnam unit as VinFast dominates
    14min ago
    Chinese tech firms deepen open source push amid AI pacing debate
    15min ago
    Ainos pushes AI Nose into semiconductor front-end manufacturing
    21min ago
    Samsung Display deepens ties with Vivo's iQOO through dedicated OLED line
    22min ago
    Corning sees CPO and glass core as new semiconductor battlegrounds
    Sep 14, 18:47
    China optical transceivers avoid US FCC curbs as NPO and CPO compete in high-speed links
    Sep 14, 18:46
    China's AIDC token costs hinge on access to advanced GPUs
    Sep 14, 18:46
    NEWS TAGGED MEMORY CHIPS
    Friday 11 September 2026
    Rayzher rides semiconductor fab buildout to record revenue
    Rayzher Industrial, a high-tech factory gas supply system solutions provider, reported consolidated revenue of NT$369 million (approx. US$11.7 million) in August 2026, up 83.26% year-over-year...
    Friday 11 September 2026
    China's Shenzhen Kaifa plans CNY1.85 billion expansion for high-end memory packaging and testing
    Chinese electronics manufacturer Shenzhen Kaifa Technology, also known as Shenzhen Kaifa or Kaifa, plans to invest CNY1.85 billion (about US$260 million) to expand high-end memory-chip...
    Friday 11 September 2026
    Samsung, SK Hynix eye 2028 High-NA DRAM rollout

    SK Hynix is targeting 2028 to apply High-NA extreme ultraviolet lithography to DRAM mass production and is considering joining an industry...

    Friday 11 September 2026
    TPK, GIS post mixed August sales as 2H26 demand stays cautious
    Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half...
    Friday 11 September 2026
    More memory won't fix AI's bottleneck, says Microsoft's Azure hardware chief
    Microsoft's AI accelerator was never designed to compete with Nvidia. It was designed to run Microsoft's own inference workloads across its own fleet, and that scoping decision —...
    Thursday 10 September 2026
    Foxsemicon hits record 2Q26 revenue on Thailand ramp-up
    Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$6.3 billion (approx. US$200.0 million) in the second quarter of 2026, up 13.3% quarter-over-quarter...
    Thursday 10 September 2026
    Apple added flat US$100 to every iPhone and rebuilt A20 Pro around memory
    Two things happened at Apple's September 9 launch that belong in the same story: the company raised the price of every iPhone it sells by exactly US$100, and it introduced a chip whose...
    Thursday 10 September 2026
    China's Nvidia rivals raise prices as HBM shortage bites
    Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding...
    Thursday 10 September 2026
    AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand
    AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...
    Thursday 10 September 2026
    Phison pushes in-house AI solutions as August revenue surges to record high
    Phison Electronics continues to benefit from the rapid growth in demand for artificial intelligence (AI) infrastructure, AI inference, and enterprise storage, with its Phison AI Data...
    Thursday 10 September 2026
    SK Hynix says 3D DRAM will borrow from logic foundry playbook
    SK Hynix is signaling a shift in memory design that could matter far beyond South Korea. By adopting logic foundry techniques for 3D DRAM, the company is moving toward a future where...
    Thursday 10 September 2026
    CXMT's HBM3 yield reportedly stalls at 25% as TSV and stacking challenges expose China's AI memory gap

    China's leading DRAM maker ChangXin Memory Technologies (CXMT) has begun trial production of HBM3, but its initial yield has reportedly...

    Thursday 10 September 2026
    Hiwin supply deal with Semes points to deeper access in South Korea's memory equipment market
    Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment,...
    Wednesday 9 September 2026
    Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

    Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung...

    Wednesday 9 September 2026
    Samsung turns to Japan for packaging edge, narrows HBM gap with SK Hynix

    Samsung Electronics has opened an advanced packaging research center in Yokohama, bringing development work closer to Japanese suppliers...

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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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