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    Nvidia’s DSX POD reshuffles supply chain structures
    Oct 22, 18:19
    AMEC delivers first high-selectivity etch tool for advanced 3D devices
    Oct 22, 18:19
    Commentary: Unitree valuation correction puts Physical AI commercialization to the test
    Oct 22, 18:19
    PSMC capacity shortage weighs on Jeju Semiconductor growth
    Oct 22, 18:19
    Analysis: Nvidia’s Vera CPU expands AI infrastructure challenge for Intel and AMD
    Oct 22, 18:19
    NEWS TAGGED EQUIPMENT
    Friday 23 October 2026
    Why is TSMC suddenly looking at Texas?
    TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess...
    Friday 23 October 2026
    Lam Research sees WFE topping US$200 billion in 2027
    Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million...
    Friday 23 October 2026
    Midea's Clivet targets AI cooling market with compressor redesign
    Clivet, the Italian climate-control company owned by Midea, is applying its refrigeration expertise to the AI data center market, introducing a redesigned compressor as part of a broader...
    Friday 23 October 2026
    SK Hynix reportedly engages suppliers to bring 30% more efficient iHBM cooling to HBM5 production

    SK Hynix is reportedly working with materials and equipment suppliers to commercialise its next-generation iHBM cooling technology, targeting a...

    Friday 23 October 2026
    AMEC ships first Primo Domingo selective etching system, targeting critical gaps in China's advanced 3D chipmaking
    China's Advanced Micro-Fabrication Equipment (AMEC) has shipped the first unit of its Primo Domingo high-selectivity vapor-phase etching system to a major domestic semiconductor research...
    Thursday 22 October 2026
    Chi Yi Hsin Technology's Arizona fab projects drive order backlog to NT$4.476B
    As the global foundry leader accelerates construction of advanced-process and advanced-packaging facilities in the US, semiconductor facility engineering integrator Chi Yi Hsin Technology...
    Thursday 22 October 2026
    Why Terafab approached South Korean suppliers first
    Elon Musk is moving ahead with Terafab, as Tesla and SpaceX reportedly negotiate with about 10 South Korean semiconductor materials, components, and equipment suppliers. The discussions...
    Thursday 22 October 2026
    Amazon spends US$220B on AI as power delays squeeze cash flow
    Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks...
    Thursday 22 October 2026
    Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges
    Intel is accelerating work on its long-delayed US semiconductor manufacturing projects, with equipment installation underway at its Fab 62 facility in Arizona and construction progressing...
    Thursday 22 October 2026
    Lam Research builds India supplier base to capitalize on Semicon 2.0 localization push
    Lam Research is grooming Indian companies to become its suppliers rather than relying only on its global vendor base, a senior executive said, as the US chip equipment maker deepens...
    Thursday 22 October 2026
    Samsung patent boosts AI server memory efficiency without adding GPUs
    Samsung Electronics has disclosed a patent application targeting GPU memory shortages when multiple users simultaneously submit requests to AI servers. By calculating data-transfer...
    Thursday 22 October 2026
    Unimicron warns of double-booking risks as AI PCB capacity race strains supply chains

    Rapid growth in AI-driven demand is placing new pressure on the printed circuit board (PCB) supply chain, with equipment constraints, shorter product...

    Thursday 22 October 2026
    Elon Musk expands South Korean supplier network for Terafab
    Elon Musk's Terafab semiconductor production initiative is expanding its supplier outreach in South Korea, with Tesla and SpaceX approaching materials, components, and equipment suppliers...
    Thursday 22 October 2026
    Russia considers reinstating parallel imports of Samsung, SK Hynix products amid memory shortages
    Russia is reportedly considering reinstating parallel imports of products from Samsung Electronics and SK Hynix to ease shortages of memory and storage devices used in data centers...
    Thursday 22 October 2026
    TECO targets AI data center cooling as commercial aircon share nears 60%
    TECO Electric and Machinery showcased its transformation from an air-conditioning equipment maker to a systems integrator at the 2026 RHVAC Taiwan on October 20, focusing on AI data...
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    BIZ FOCUS
    Oct 22, 08:00
    HOYA BIT Explores AI Data Analysis Solutions for Smarter Trading
    Wednesday 21 October 2026
    Starting with Data Challenges: TS Holdings Explores AI Through Hackathon
    Tuesday 20 October 2026
    CES 2027 Welcomes First-Ever Chilean Global Pavilion
    Tuesday 20 October 2026
    Cincoze's EMC Solution Boosts Equipment Stability and Production Efficiency