Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24 billion over 10 years. The new facility is expected to provide 700,000 square feet of cleanroom space, with wafer production scheduled to begin in the second half of 2028, aiming to meet growing demand for NAND memory driven by AI and data-intensive applications.
Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal patterns and keeping shipments elevated through the first quarter of 2026, supply-chain executives said.
Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely on a single foundry. Qualcomm has confirmed plans to return to a dual-track strategy for its processor system-on-chip products, placing orders with both TSMC and Samsung Electronics.
Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts see the move as aimed at lowering costs, reducing reliance on external chip suppliers, and strengthening control over Azure's AI hardware stack.
After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory adjustments and price bottoms starting in 2025. While China's electronics sector has yet to fully recover, AI infrastructure, high-performance computing (HPC), automotive, and industrial control applications are driving a new AI-led pricing cycle across components and semiconductor supply chains.
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial intelligence workloads worldwide. As part of the deal, Nvidia invested US$2 billion in CoreWeave Class A common stock at US$87.20 per share, reflecting confidence in CoreWeave's team, strategy, and cloud platform built on Nvidia technology.
While global political and economic elites were still exchanging remarks at the World Economic Forum (WEF) in Davos, Nvidia CEO Jensen Huang exited and flew straight to Shanghai.
Microsoft officially introduced its second-generation AI accelerator, Maia 200, on January 27, marking its continued efforts in chip development since 2019. The new chip emphasizes improved inference performance and is produced with TSMC's advanced 3nm process technology.
U.S. President Donald Trump announced a steep tariff hike on South Korean imports Monday, plunging Seoul into political chaos and delivering a stark message to US allies: domestic legislative delays will no longer be tolerated.
Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience efforts, global shortages of critical power equipment—especially gas turbines and transformers—are inflating costs, delaying projects, and reshaping how the island plans its power future.
The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry experts caution that this persistent supply shortage could present Chinese memory manufacturers with an opportunity to enter the market and narrow their technology gap.
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