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NEWS TAGGED 2026
Monday 16 June 2025
China's 15th Five-Year Plan (1): National-level expert discusses equipment challenges and new opportunities
China is set to launch its 15th Five-Year Plan in 2026. Reviewing the progress of China's semiconductor equipment industry over the past five years and gaining insight into its trajectory...
Friday 13 June 2025
Micron ships HBM4 to key customers, targets solid market share in 2025
As data centers face increasing demands for AI training and inference workloads, high-bandwidth memory (HBM) has become a critical competitive edge for memory manufacturers. Micron...
Friday 13 June 2025
Apple targets spring 2026 for release of delayed Siri AI upgrade
Apple Inc. has set an internal release target of spring 2026 for its delayed upgrade of Siri, marking a key step in its artificial intelligence turnaround effort.
Friday 13 June 2025
Taiwan's TPK resets post-iPhone: e-readers scale, LiDAR pivots to delivery bots—and what's next?
TPK Holding Co. has landed a major e-reader module order from a European client, signaling progress in the company's strategic shift beyond traditional touch panel markets. Mass production...
Thursday 12 June 2025
Samsung reportedly fails third Nvidia HBM3E test; eyes re-certification in September
Samsung Electronics has reportedly failed its third attempt at obtaining Nvidia's certification for 12-layer HBM3E chips in June 2025, according to a recent report by a Hong Kong...
Thursday 12 June 2025
Apple pushes Siri overhaul to 2026 after initial AI Framework rebuild
Apple executives have confirmed that the company's revamped Siri voice assistant will not launch as originally planned, pushing its debut to 2026. In interviews following the Apple...
Thursday 12 June 2025
Oracle leans on Stargate, massive deal to justify record capex and AI cloud bets
Oracle's fourth-quarter fiscal 2025 earnings call held on June 11 offered a deeper look into the company's accelerating shift toward cloud infrastructure and artificial intelligence,...
Thursday 12 June 2025
Oracle sees accelerating cloud momentum as fiscal 2025 wraps with strong growth
Oracle ended its fiscal year 2025 (ended on May 31, 2025) on a high note, reporting solid fourth-quarter results and forecasting even stronger growth in fiscal year 2026, driven by...
Thursday 12 June 2025
Honda plans investment in Rapidus to support Japan's 2nm chip ambitions
Honda Motor is preparing to invest in Japanese semiconductor startup Rapidus during the second half of fiscal year 2025 (October 2025 to March 2026), with a commitment expected to...
Thursday 12 June 2025
Hota Industrial gears up for CoWoS inspection machine shipments in 2Q26
Hota Industrial Manufacturing chairman David Shen is navigating a series of market variables, from tariffs to exchange rates. While Hota has been largely unaffected by tariffs, the...
Wednesday 11 June 2025
Micron ships HBM4 samples to key customers, targets 2026 ramp up
According to a press release on June 10, Micron Technology announced it has begun shipping samples of its 36GB HBM4 with 12-high stacking to multiple customers. The new memory is...
Wednesday 11 June 2025
Samsung reportedly ramps up Taylor fab construction, eyeing operational by 2026
Samsung Electronics has reportedly accelerated construction at its US$37 billion wafer fab in Taylor, Texas, reaffirming its target to begin production by the end of 2026. After earlier...
Wednesday 11 June 2025
AMD nears 40% server market share in 1Q25, poised to match Intel in 2026
In 2017, AMD held nearly zero market share in the server processor segment. After CEO Lisa Su implemented a comprehensive platform strategy overhaul, AMD set ambitious goals for annual...
Monday 9 June 2025
2025 is the breakout year for liquid cooling despite rare earth supply challenges, says AVC President
The year 2025 is poised to be a landmark year for liquid cooling technology in electronics, with rapid growth expected through 2026 and 2027, according to Ching-Hang Shen, President...
Monday 9 June 2025
Kioxia to double NAND memory production by 2029, next-gen SCM launch set for 2026
Kioxia, Japan's leading NAND flash memory manufacturer, is preparing for an aggressive expansion. The company has announced a bold plan to double its memory production capacity by...