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    US seen tolerating high memory prices to preserve AI edge over China
    2h 1min ago
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    2h 4min ago
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    2h 4min ago
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
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    FCC blocks new Chinese inverters and robots from the US market
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    NEWS TAGGED EQUIPMENT
    Wednesday 29 July 2026
    China's glass substrate supply chain takes shape for AI chip packaging
    Intel's recent memorandum of understanding with Lens Technology to collaborate on through-glass via (TGV) advanced packaging has been widely viewed as an important step towards the...
    Wednesday 29 July 2026
    Kumamoto quake hits electronics cluster, but impact remains concentrated in inspection-related stoppages
    Electronics suppliers across Japan's Kumamoto semiconductor cluster halted production, evacuated employees, or began safety inspections after a magnitude 7.1 earthquake struck the...
    Wednesday 29 July 2026
    US blocks new foreign-made robots and power inverters in AI security crackdown

    The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology...

    Wednesday 29 July 2026
    China's first home-grown immersion DUV production reveals real test beyond prototypes
    China has begun producing domestically developed immersion deep-ultraviolet (DUV) lithography machines, moving a critical semiconductor-equipment programme beyond prototypes and towards...
    Wednesday 29 July 2026
    ASM raises 2027 revenue outlook as AI-driven chip demand lifts forecast

    On July 28, ASM International raised its revenue outlook for 2027 and issued third-quarter guidance above market expectations after...

    Wednesday 29 July 2026
    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
    Wednesday 29 July 2026
    KLA raises wafer equipment market outlook as AI investment drives record quarterly revenue

    KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance...

    Wednesday 29 July 2026
    Commentary: Why China's 2026 tech breakthroughs are a generational harvest

    Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of brea...

    Tuesday 28 July 2026
    Commentary: Balancing national defense needs with industrial development — Taiwan's electronics giants are not the only answer
    The Russia-Ukraine war has fundamentally reshaped the nature of modern asymmetric warfare. Unmanned systems have evolved from auxiliary equipment into core combat assets capable of...
    Tuesday 28 July 2026
    China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment
    China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a potential turning point in its effort to build a self-sufficient semiconductor...
    Tuesday 28 July 2026
    Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
    Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
    Tuesday 28 July 2026
    Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
    Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    Disco lifts first-half profit forecast on steady AI equipment demand
    Japanese semiconductor equipment maker Disco expects net profit for the six months ending September 30, 2026, to rise 32% year over year to JPY73.8 billion (approx. US$461 million),...
    Sunday 26 July 2026
    Lynas says Malaysia heavy rare earth project has gone over budget
    Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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