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NEWS TAGGED 2027
Thursday 28 May 2026
Pentagon ramps AI adoption and moves to buy 200,000 small drones by 2027
The US Department of Defense announced a rapid expansion of artificial intelligence use alongside an accelerated drone procurement push, reporting that AI user numbers rose from about...
Thursday 28 May 2026
UMC readies price hikes, kicks off 2027 customer talks
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition...
Wednesday 27 May 2026
TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play?
Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement...
Tuesday 26 May 2026
Samsung's P4 HBM push could worsen DRAM crunch in 2027

Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

Tuesday 26 May 2026
Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab
Taiwan's state-funded quantum technology research team will enter a second phase running from 2027 to 2031, with a focus on accelerating the transfer of research results to leading...
Tuesday 26 May 2026
Holy Stone Enterprise says AI power surge will deepen global MLCC shortages
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks...
Tuesday 26 May 2026
Longwell joins Nvidia AI server supply chain and speeds Thailand expansion for AI and LEO demand
Longwell, a cable and connector supplier, said on May 25 that it has entered Nvidia's supply chain for the next-generation AI server platform after its high-power cables passed the...
Tuesday 26 May 2026
Kioxia targets 2027 BiCS 10 NAND production as Samsung, SK Hynix hold back investment
Kioxia is targeting 2027 production of its 10th-generation BiCS 10 NAND, a move that could help the Japanese memory maker narrow its technology gap with Samsung Electronics and SK...
Monday 25 May 2026
Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products...
Friday 22 May 2026
AIC expands analog ICs into fiber optics; orders reach 1Q27
AIC's expansion from analog ICs into fiber-optic components and other products, and its inclusion in a major US cloud service provider's supply chain, extend order visibility to the...
Friday 22 May 2026
AI memory crunch pushes Nanya Technology toward 2027 fab ramp

Nanya Technology plans to raise 2026 capital expenditure above NT$52 billion (US$1.64 billion), with chairman Tzou Ming-jen saying the...

Friday 22 May 2026
Far EasTone eyes 2027 Amazon Leo launch to strengthen Taiwan network resilience
Far EasTone has secured Taiwan distribution rights for Amazon Leo, Amazon's low Earth orbit (LEO) satellite internet service formerly known as Project Kuiper, positioning the telecom...
Thursday 21 May 2026
AI chip boom strains ABF substrate supply chain
AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used...
Thursday 21 May 2026
Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise)...
Thursday 21 May 2026
Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...