China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed China...
On December 17, Rapidus announced a new suite of AI-based semiconductor design tools under its Rapidus AI-Assisted Design Solution (Raads), aimed at supporting the company's Rapid...
Jabil Inc., the global manufacturing linchpin that assembles everything from medical devices to data center racks, reported on Wednesday a surge in quarterly profit and revenue that...
As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...
In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...
Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...
Apple is reportedly in preliminary talks with Indian chip manufacturers to assemble and package components for the iPhone, potentially marking a first step in shifting part of its...
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...
Taiwan Premier Cho Jung-tai recently announced the government plans to invest NT$31.1 billion (US$992.95 million) in 2026 for 10 major AI infrastructure initiatives, including a government-subsidized...
As 2025 draws to a close, leading cybersecurity firms are publishing their forecasts for 2026 trends, and their conclusions are strikingly aligned. Analyses from Check Point, Fortinet,...
Murata Manufacturing plans to start mass production of AI server power modules in 2026 and is coordinating with major cloud service providers. The company expects the business to generate...
MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning the...
