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Wednesday 4 November 2026
Apple eyes sputtered HMO process for next-gen OLED
Apple is reportedly developing high-mobility oxide (HMO) technology for next-generation OLED displays and evaluating it at its own research facilities in Taiwan. Although the mass-production...
Wednesday 4 November 2026
South Korean chipmakers face financing dilemma behind AI memory demand
Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server...
Wednesday 4 November 2026
US chip curbs on China complicate SK Hynix's US$45 billion NAND plan
SK Hynix's plans for a US$45 billion NAND investment in New York face a regulatory hurdle as Washington holds back approval for American chipmaking equipment needed at the company's...
Wednesday 4 November 2026
Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test
Alphabet, Meta Platforms, Microsoft, Amazon, and Oracle have disclosed more than US$3 trillion in future commitments for leases, equipment purchases, energy, and construction as the...
Wednesday 4 November 2026
Screen doubles investment as Kyoto equipment site takes shape
Screen Holdings is expanding production of semiconductor cleaning equipment with a JPY25 billion (US$157.53 million) site in Nagaokakyo, Kyoto, while raising its capex budget for the...
Wednesday 4 November 2026
Macronix sees new memory strategy emerging within 6 months
Macronix (MXIC) chairman Miin Wu said the memory shortage will continue through 2030, with prices unlikely to weaken from current levels as production capacity becomes a scarce resource...
Wednesday 4 November 2026
Horngyu targets AI power demand with Vietnam plant, North American expansion
Taiwan-based Horngyu Electric is leveraging manufacturing in Vietnam to meet rising demand for electrical equipment from AI data centers (AIDCs), Taiwan makers investing in the US,...
Tuesday 3 November 2026
South Korea urged to link chip fab support to local suppliers
South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded...
Tuesday 3 November 2026
AI demand, resin shock stretch India PCB shortage into 2027
The printed circuit board (PCB) shortage that Indian electronics makers expect to worsen in the coming months is part of a global squeeze. AI servers are absorbing high-end laminate,...
Tuesday 3 November 2026
China’s tech self-sufficiency drive keeps overcapacity in place
China’s push for technological self-sufficiency will continue expanding its industrial overcapacity and exporting it worldwide, according to Roy Chun Lee, senior deputy executive...
Monday 2 November 2026
TEL sees 90% profit surge as AI chip demand stays strong
Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an...
Monday 2 November 2026
Macronix wins IEEE Milestone — chair reveals how sNOVA transformed Taiwan's chipmaking
Memory chipmaker Macronix International Co. has become Taiwan's first semiconductor company to receive an IEEE Milestone, in recognition of its pioneering sNOVA engineering data analysis...
Monday 2 November 2026
AI data center boom in Taiwan faces power, high-voltage line hurdles
As AI data centers expand, Taiwan is facing challenges in securing power supply, battery backup, and cooling systems, with the state-run Taiwan Power Company (Taipower) requiring about...
Monday 2 November 2026
Foxconn takes AI beyond clinical software with hospital partnerships and medical robotics
Foxconn is expanding its AI capabilities into clinical workflows, medical robotics and healthcare manufacturing, working with hospitals, equipment makers and technology partners to...
Monday 2 November 2026
South Korea's army advances energy transition with microgrids, hydrogen
As AI and unmanned systems see wider adoption, the military's reliance on electricity continues to grow, making energy transition critical to maintaining combat capabilities. The South...