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Thursday 19 March 2026
Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...
Thursday 19 March 2026
Nvidia signals optical future, but materials shortages stand in the way
Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
Thursday 19 March 2026
Rapidus scales back US 2nm R&D early, raising timeline and funding concerns
With support from the Japanese government, Rapidus has been advancing R&D and pilot production testing to mass-produce 2nm chips by 2027. However, due to funding constraints and...
Thursday 19 March 2026
SK Hynix presses ahead on HBM4 despite tightening AI memory supply
SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Thursday 19 March 2026
How Hwaseong became South Korea's semiconductor supply-chain capital
The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
Wednesday 18 March 2026
The signature on the wafer: Samsung, Nvidia, and Groq close loop on AI inference
The most telling moment of Nvidia's GTC 2026 did not unfold on the main stage of the SAP Center, but inside a glass display case at Booth 1207.
Wednesday 18 March 2026
IBM completes Confluent acquisition to power real-time AI data
On March 17, IBM completed its acquisition of Confluent, Inc., the data streaming platform used by more than 6,500 enterprises — including 40% of the Fortune 500 — to power...
Wednesday 18 March 2026
Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Wednesday 18 March 2026
India's Agnit Semiconductors raises US$2.6 million to commercialise GaN chips for telecom and power
Agnit Semiconductors has raised US$2.6 million in a seed extension round led by Shastra VC, with existing investors 3one4 Capital and Zephyr Peacock participating. The Economic...
Wednesday 18 March 2026
Ultraband at Satellite 2026: Modular Tech for Multi-Orbit Satellite Era

As the global satellite communications industry rapidly advances toward a multi-orbit, multi-band architecture, the flexibility and scalability of ground terminal equipment...

Wednesday 18 March 2026
AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
Wednesday 18 March 2026
Foxconn sees AI server market splitting GPU-ASIC 8:2 as CSP demand surges
Buoyed by sustained high capital expenditure by global cloud service providers (CSPs), AI servers and data center infrastructure have become the ICT supply chain's primary growth drivers...
Wednesday 18 March 2026
Chipbond sets sights on SiPh and LPO for next phase of growth
Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry...
Tuesday 17 March 2026
InterBattery 2026: Solid-state battery commercialization accelerates as Posco and EcoPro set mass production targets by year-end
As major battery manufacturers accelerate the commercialization of solid-state batteries (SSBs), South Korea's battery materials industry is also speeding up product development and...