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Thursday 14 May 2026
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
Thursday 14 May 2026
Alibaba faces mounting margin pressure as AI investments accelerate
Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...
Thursday 14 May 2026
Tencent eyes Chinese ASIC ramp in 2H26
Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...
Thursday 14 May 2026
US court cleared Apple to seek documents from Samsung's Korea HQ in DOJ antitrust case
A US federal court in New Jersey granted Apple the right to pursue internal records from Samsung Electronics' South Korea headquarters as part of Apple's response to the Department...
Thursday 14 May 2026
Sharp delays Kameyama LCD shutdown as losses mount
Sharp is delaying the shutdown of its Kameyama No. 2 LCD plant to December from August, as customer demand has held up stronger than expected ahead of the planned production halt.
Thursday 14 May 2026
NSK-NTN merger to create the world's largest bearing maker
Japan's NSK and NTN have agreed to pursue a merger that would create the world's largest bearing maker, as rising costs, slowing demand, and Chinese competition push Japan's industrial...
Thursday 14 May 2026
China's semiconductor godfather warns against 2nm fixation
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...
Thursday 14 May 2026
Korea races to narrow chip packaging gap with Taiwan and China

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

Wednesday 13 May 2026
Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker...

Wednesday 13 May 2026
China's fiber optic giant unveils world's largest preform for AI data center boom

China's Fiberhome Telecommunication Technologies has unveiled what it claims is the world's largest optical fiber preform, highlighting...

Wednesday 13 May 2026
Samsung labor talks collapse as bonus dispute threatens chip output
Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could...
Wednesday 13 May 2026
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

Wednesday 13 May 2026
Doosan to build new CCL plant in Thailand
South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global...
Wednesday 13 May 2026
Hanwha Semitech to supply FO-PLP equipment for SpaceX-linked chip production
South Korean semiconductor equipment maker Hanwha Semitech is reportedly preparing to supply fan-out panel-level packaging (FO-PLP) equipment for advanced chip packaging in the second...
Wednesday 13 May 2026
China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...