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NEWS TAGGED 2026
Wednesday 30 September 2026
Linde secures Sanand land as global materials suppliers race to localize for India's first fabs
India's chip push is drawing the materials layer of the supply chain onshore. With Tata Electronics' Dholera fab and a cluster of packaging plants in Sanand under way, suppliers of...
Wednesday 30 September 2026
Tesla secures US$30B credit package to fuel AI and robot capex race
Tesla disclosed on September 29 that it has arranged US$30 billion in new loans and credit facilities as it ramps up investment in AI and robotics, according to a regulatory filing...
Wednesday 30 September 2026
CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout
CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector.
Wednesday 30 September 2026
Samsung expects HPC to account for 66% of foundry business by 2029
Samsung Electronics expects high-performance computing (HPC) to account for 66% of its foundry business by 2029, up from 28% currently, as the company shifts its contract chipmaking...
Wednesday 30 September 2026
Googlebook, QwenBook bring agentic AI to the PC system layer, opening new chip opportunities

Qualcomm unveiled no new PC chips at Snapdragon Summit 2026, but its PC strategy remained firmly in focus.

Wednesday 30 September 2026
India bars Semicon 2.0 chip plants from selling or mortgaging assets before full production
India has barred semiconductor projects approved under its Semicon 2.0 program from selling, disposing of, or mortgaging project assets until commercial production of the entire project...
Wednesday 30 September 2026
CATL starts cell trial production at Hungary plant
Contemporary Amperex Technology Ltd. (CATL) said its new battery plant in Debrecen, Hungary, began cell trial production on September 22, with the first two cell production lines entering...
Wednesday 30 September 2026
AMD's Lisa Su reportedly revisiting South Korea in October to deepen HBM4, NPU ties
Advanced Micro Devices (AMD) CEO Lisa Su is reportedly set to visit South Korea again in October 2026, after her March 2026 trip, which formally launched next-generation AI memory...
Wednesday 30 September 2026
TDK and Taiyo Yuden to explore alliance on AI-grade capacitors and inductors
TDK and Taiyo Yuden have signed a memorandum of understanding to begin discussions on a business alliance to develop electronic components, including MLCCs and inductors jointly, the...
Wednesday 30 September 2026
Broadcom-Toppan venture opens Singapore's first high-end FC-BGA substrate plant
Advanced Substrate Technologies (AST), a joint venture between Japan's Toppan Holdings and Broadcom, officially opened a manufacturing facility in Singapore on September 29, 2026,...
Wednesday 30 September 2026
OpenAI leans on cheaper models and always-on agents at DevDay as flagship upgrade is shelved
OpenAI used its DevDay 2026 conference to compete on price and autonomy rather than raw capability, launching a midrange model priced at one-fifth of its flagship and a family of always-on...
Wednesday 30 September 2026
Memory shortage pushes TV semiconductors above panel costs

A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs...

Wednesday 30 September 2026
Acer turns 50, marks it with a musical produced by its founder

Acer marked its 50th anniversary on September 28, 2026, with the premiere of Smile for Half a Century, a commemorative musical that...

Wednesday 30 September 2026
Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026
Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining...
Wednesday 30 September 2026
AI boom strains PCB supply chain as materials, equipment shortages persist into 2027
Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates,...