Samsung Electronics is reportedly upgrading its Texas fab from 4nm to 2nm, aiming to rival TSMC in the US market. If confirmed, the move could reshape supply chains for major tech...
International container shipping rates have risen for four consecutive weeks prior to the upcoming Lunar New Year holiday in mid-February 2026. However, the market has cast doubts...
Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's...
Memory prices are soaring as much as four to five times year-over-year. PC brand vendors that were originally expected to gradually finalize supply contracts with memory makers by...
A tightening supply of indium phosphide substrates is emerging as a bottleneck for artificial intelligence data centers and high-speed optical interconnects, prompting compound semiconductor...
The global semiconductor industry is on track to reach US$1 trillion in annual sales by 2026 as intense demand for artificial intelligence processors and advanced memory capacity...
India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established...
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated...
As demand for electric vehicles cools in the United States, Honda Motor of Japan and LG Energy Solution of South Korea are making a significant course correction in their North American...
Memory maker Winbond Electronics has recently continued to expand capital expenditures by increasing capacity for 16nm and DDR4 DRAM. As inventories of legacy DDR3 products decrease,...
Google and Microsoft are stepping up efforts to secure high-bandwidth memory. Production capacity at South Korean chipmakers is approaching its limits. The supply crunch has coincided...
Solid oxide fuel cells (SOFCs) are drawing significant attention because of their flexible and rapid deployment capabilities as AI's electricity demand continues to skyrocket. Kaori...
