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Tuesday 15 September 2026
China optical transceivers avoid US FCC curbs as NPO, CPO battle for high-speed interconnect supremacy

The US Federal Communications Commission (FCC) recently updated its equipment authorization rules, prohibiting authorization of devices...

Tuesday 15 September 2026
Samsung's Cheonan plant reallocates packaging capacity from Exynos to HBM
Samsung Electronics is accelerating the restructuring of its semiconductor packaging footprint. Its Cheonan facility is gradually phasing out packaging operations for the Exynos mobile...
Tuesday 15 September 2026
Samsung, SK Hynix diverge on cell design for sub-10nm DRAM in 2028

Samsung Electronics and SK Hynix are preparing to move DRAM below the 10nm threshold in 2028, with the two memory makers pursuing different...

Tuesday 15 September 2026
GlobalWafers partially resumes Italy plant, restarts EPI production
GlobalWafers announced on September 14 that recovery work is continuing at its Novara plant in Italy following a fire that broke out on the facility's 8-inch line on July 20, 2026,...
Tuesday 15 September 2026
OEM/EMS AI servers: August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026
US FCC, White House tighten controls on power systems, raising the trust bar for Taiwanese suppliers
The US has taken steps to tighten controls on power systems and robotics equipment in line with its "America First" policy amid the latest geopolitical shifts, adding new uncertainties...
Tuesday 15 September 2026
Column: When digital trust breaks — quantum risk rewrites supply chain resilience
Supply chain resilience was once centred on raw materials, components, factories and logistics. AI, cloud services and the digital economy have expanded the risk perimeter. Companies...
Tuesday 15 September 2026
Tesla sets up Vietnam unit as VinFast dominates

Tesla has established a subsidiary in Vietnam as it prepares to enter the local market. Reuters reported that filing documents show...

Tuesday 15 September 2026
Ainos pushes AI Nose into semiconductor front-end manufacturing
Ainos said its second-generation AI Nose has entered commercial deployment at semiconductor fabs, signaling growing interest in chemical sensing for industrial AI. The move highlights...
Tuesday 15 September 2026
Chinese chip tools reach 35% of equipment installed at local fabs
Chinese-made semiconductor equipment accounted for roughly 35% of tools installed at fabs in China in 2025, up from about 25% a year earlier, as domestic suppliers gain ground in key...
Tuesday 15 September 2026
Edimax, Comtrend 1H26 operations under pressure from weaker India orders, rising component costs
Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for...
Tuesday 15 September 2026
Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
Monday 14 September 2026
Kokusai Electric gains from Hitachi split as AI memory demand surges
Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
Monday 14 September 2026
AI power demand pushes Taiwan to overhaul energy rules
Electricity demand from AI data centers and other high-tech industries is pushing governments and large cloud service providers to focus more on grid stability and backup supply. In...
Monday 14 September 2026
Beijing municipality bans civilian drones starting mid-November
China's capital, Beijing, is tightening drone controls further, with the municipal legislature approving revisions to the Beijing Regulations on Unmanned Aircraft Management that will...