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Thursday 25 June 2026
Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises
Ability Enterprises said it plans to increase its exposure to Agility Robotics after the robot maker disclosed plans for a Nasdaq listing via a SPAC. The move underscores rising demand...
Thursday 25 June 2026
Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals
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...
Thursday 25 June 2026
Nvidia CPO roadmap positions TSMC COUPE for next AI infrastructure wave
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape,...
Thursday 25 June 2026
E Ink subsidiary scales solvent-free OCA to support higher-quality, lower-carbon displays
E.Comis Technology, a subsidiary of E Ink Holdings Group, said it has scaled a self-developed, solvent-free optically clear adhesive to meet growing demand for thinner displays, better...
Thursday 25 June 2026
Foxconn and Sharp sign strategic pact to prioritize AI servers and smart infrastructure
Foxconn announced on June 24 that it signed a memorandum of strategic cooperation with Japan's Sharp Corp., with both companies centering the partnership on complementary strengths...
Thursday 25 June 2026
EverFocus launches Nvidia-based edge AI vision push into North America
EverFocus Electronics has announced a North America market expansion that includes participation in Automate 2026 and inclusion in Nvidia's official Interactive Ecosystem Map, aimed...
Wednesday 24 June 2026
Global market for advanced chip packaging set for rapid expansion
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global...
Wednesday 24 June 2026
Former SMIC CEO targets China photomask IPO after 12-inch wafer bet
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask...
Wednesday 24 June 2026
FSC sees higher-margin orders as low-carbon demand boosts equipment sales
Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders...
Wednesday 24 June 2026
China CMP tool leader Hwatsing seeks US$550M to close chip equipment gap
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private...
Wednesday 24 June 2026
BenQ Materials unveils medical strategy, eyes 50% revenue share
BenQ Materials is stepping up its medical push, with Chairman Z.C. Chen saying that its medical business is expected to account for 35% of revenue by the end of 2026, a record high...
Wednesday 24 June 2026
EU eyes tariffs on Chinese PHEVs as BEV curbs prove ineffective
The EU has imposed higher tariffs on Chinese battery electric vehicles (BEV) for more than a year, but the impacts have been limited. According to foreign media reports, the EU is...
Tuesday 23 June 2026
AI data center buildout fuels optical interconnect race, but 6-inch InP wafers hit supply wall

Technology giants are continuing to expand AI computing infrastructure, driving demand for high-performance optical interconnect components...

Tuesday 23 June 2026
Chinese Premier Li Qiang puts China's advanced manufacturing agenda on display before Summer Davos
Chinese Premier Li Qiang will attend Summer Davos 2026, to be held from June 23 to 25 in Dalian, Liaoning province. The forum, formally the Annual Meeting of the New Champions, will...
Tuesday 23 June 2026
India reportedly plans to launch fresh chip incentive in fiscal 2027
The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials...