Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners...
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
China's tightening tungsten export controls are adding pressure to global supply chains, with implications for semiconductor makers, defense industries, and industrial users worldwide...
The EU currently hosts roughly 5% of the world's AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024...
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process...
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains...
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company...
Advanced Lithium Electrochemistry, or Aleees, said on June 25 that it will accelerate construction of a phosphoric iron precursor plant in Taiwan, targeting an annual capacity of 100,000...
Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse...
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing...
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing...
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening...
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics'...
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly...