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    Exclusive: AI-driven demand and chip price hikes raise fears of another car chip shortage
    2h 32min ago
    China auto market slumps as exports face rising geopolitical risk
    2h 33min ago
    Exclsuive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
    2h 33min ago
    Apple price hikes raises questions for device upgrade timing
    2h 33min ago
    Commentary: ASML's race to catch u p shows AI's real bottleneck isn't chips — it's cleanrooms
    2h 33min ago
    China reveals first official commercial space member list, backing mature players and NTN chain
    2h 33min ago
    NEWS TAGGED CAPACITY
    Thursday 16 July 2026
    Taiwan OSATs expand non-China capacity with US and SEA push
    As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...
    Thursday 16 July 2026
    TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

    To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

    Thursday 16 July 2026
    Beyond AI: Resilient consumer demand widens semiconductor supply crunch
    Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
    Thursday 16 July 2026
    CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close
    The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry...
    Thursday 16 July 2026
    Commentary: Chip lead times extend as cloud AI squeezes capacity
    Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...
    Thursday 16 July 2026
    ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
    An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
    Thursday 16 July 2026
    Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
    Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...
    Thursday 16 July 2026
    CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders
    CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's...
    Thursday 16 July 2026
    ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
    During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
    Thursday 16 July 2026
    China's top seller of AI compute has emerged without owning the GPUs

    Beijing Approach AI Technology Co., or Approaching.AI, raised more than CNY1 billion within six months by selling AI tokens generated...

    Thursday 16 July 2026
    AI demand-driven memory crunch leaves smart cars exposed

    AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

    Wednesday 15 July 2026
    SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

    SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

    Wednesday 15 July 2026
    PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
    Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
    Wednesday 15 July 2026
    ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
    Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
    Wednesday 15 July 2026
    SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

    SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin...

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    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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