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Friday 7 August 2026
Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab,...

Friday 7 August 2026
Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Friday 7 August 2026
Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese...

Friday 7 August 2026
Wistron rumored to win Oracle AI server order as new customers expand
Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...
Friday 7 August 2026
US sets price floors and tariffs on polysilicon, sharpening tech decoupling from China

US President Donald Trump said imports of polysilicon and related products threaten national security and ordered new trade measures...

Friday 7 August 2026
Chicony Electronics lifts second-quarter profit on commercial demand and AI products
Chicony Electronics reported stronger second-quarter earnings on August 5 as demand from the commercial market outpaced consumer spending. The Taiwanese electronics maker said higher-end...
Friday 7 August 2026
Analysis: Volkswagen-Gotion standoff highlights China's growing leverage in EV batteries
Unlike China's automakers—whose supply chains operate with the flexibility and rapid iteration more commonly associated with the consumer electronics and ICT industries—automakers...
Thursday 6 August 2026
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...

Thursday 6 August 2026
Rashi Peripherals partners with Japan's Restar to build out India semiconductor business

Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese...

Thursday 6 August 2026
GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test
GlobalFoundries (GF) often presents itself as an essential pillar of US semiconductor sovereignty. That claim is partly true, but requires qualification.
Thursday 6 August 2026
iBase Solution unit lands U.S. optical module cooling orders after July launch
Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...
Thursday 6 August 2026
Exclusive: Musk pushes US solar supply chain upstream as polysilicon ambitions emerge
Elon Musk is accelerating plans to establish a fully integrated US solar manufacturing ecosystem through Tesla and SpaceX, with a combined long-term capacity target of 200 GW. His...
Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026
Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

Thursday 6 August 2026
Dark fiber essential for next-gen distributed AI centers

All-photonic networks (APN) are emerging as critical infrastructure for 6G, AI computing and smart cities. Nvidia's plan to expand...