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Wednesday 15 July 2026
PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
Wednesday 15 July 2026
Global semiconductor equipment sales set to hit record US$165.9B in 2026
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association...
Wednesday 15 July 2026
SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin...

Wednesday 15 July 2026
AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

Wednesday 15 July 2026
Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...
Wednesday 15 July 2026
Huawei's US$11B clean energy business turns Brazil into its next growth engine

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications...

Tuesday 14 July 2026
Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation...

Tuesday 14 July 2026
AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an...
Tuesday 14 July 2026
Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion
Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping...
Tuesday 14 July 2026
Gemtek says optical module ramp will drive growth from 2027
Gemtek Technology said its high-speed optical module business is set to become a major growth driver from 2027, after a business model transition weighed on first-half revenue. The...
Tuesday 14 July 2026
Volkswagen pushes leaner 2030 overhaul as US sales and BEV demand lag
Volkswagen Group is advancing a broad 2030 restructuring focused on simplifying products, reducing capacity and changing governance, while unresolved issues such as plant closures...
Tuesday 14 July 2026
Aurotek posts record first-half revenue on semiconductor automation demand
Aurotek Corp. said revenue in the second quarter and first half of 2026 reached record highs as demand from semiconductors and smart automation accelerated. The Taiwanese automation...
Tuesday 14 July 2026
Taiwan raises 2026 growth outlook as AI demand drives exports and investment
Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute...
Tuesday 14 July 2026
C Sun sees advanced packaging and PCB demand driving 2026 revenue
C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment...
Tuesday 14 July 2026
Ion Electronic Materials posts 30% June revenue growth on advanced gas demand
Ion Electronic Materials reported June 2026 consolidated revenue of NT$51.852 million (US$1.61 million), up 30% from a year earlier, as demand for advanced gases continued to expand...