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Tuesday 18 August 2026
South Korea's Gwangju chip hub faces looming water crunch as experts push underground storage and AI management
Samsung Electronics and SK Hynix are preparing to invest in four memory fabs in southwestern South Korea, but alongside power infrastructure, the semiconductor industry's uninterrupted...
Tuesday 18 August 2026
Nvidia's Taipei hub pushes power demand to 240MW, triggering a scramble to keep the lights on

Nvidia's new Taiwan headquarters will be located in the Beitou-Shilin Technology Park, with construction expected to begin by the end...

Tuesday 18 August 2026
AI drives power semiconductors into at least a two-year shortage
The cloud AI data center boom is not close to bursting, according to chip supply-chain players. They say that analog ICs, including power semiconductors, will stay tight for years...
Tuesday 18 August 2026
Arm faces capacity squeeze as CPU demand tops US$2 billion

Arm Holdings' expansion from asset-light IP licensing into finished data center processors is putting the company into direct competition...

Tuesday 18 August 2026
AI server supply chain ramps up capital, talent, and capacity
The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
Tuesday 18 August 2026
H3 launch ramp pushes Mitsubishi Electric toward a new era of parallel satellite production

The expansion of Mitsubishi Electric's satellite manufacturing business is converging with the higher launch cadence targeted for Japan's...

Tuesday 18 August 2026
AI server demand pushes high-end MLCC lead times toward 40 weeks
Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...
Tuesday 18 August 2026
European industrial suppliers gain from AI data center buildout
European makers of vacuum pumps, heat exchangers, and industrial gases are seeing new demand from the rapid buildout of AI factories, according to Bloomberg. The shift is...
Tuesday 18 August 2026
South Korea telcos pass KRW1 trillion in first-half AI data center revenue
South Korea's three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of...
Monday 17 August 2026
SK keyfoundry expands 8-inch capacity as China demand strains supply

SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare...

Monday 17 August 2026
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
Monday 17 August 2026
Samsung's China sales overtake US; Nvidia not among top five customers
Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...
Monday 17 August 2026
Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady...

Monday 17 August 2026
China's Vertilite commits US$741M to InP laser chips for AI optical interconnects
Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...
Monday 17 August 2026
Samsung weighs Giheung R&D line for 2nm HBM foundry capacity

Samsung Electronics is reportedly considering repurposing the second line at its next-generation semiconductor R&D complex in Giheung...