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NEWS TAGGED 2028
Friday 23 October 2026
Rapidus courts US AI customers ahead of planned 2H27 2nm mass production
Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a...
Friday 23 October 2026
Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities...
Thursday 22 October 2026
Analysis: Musk's thrusting Roadster takes off, but questions remain up in the air
Tesla unveiled its new Roadster, equipped with rocket-style thrusters, on October 15 and announced plans to begin production in 2028, more than a decade after the second-generation...
Tuesday 20 October 2026
OLED monitor panel shipments set to overtake TV panels in 2028
Gaming demand is reshaping the OLED panel market, with OLED monitor panel shipments forecast to surpass TV panel shipments for the first time in 2028. South Korean panel makers are...
Monday 19 October 2026
Elon Musk points to China's 2028 DRAM supply surge to challenge Samsung, SK Hynix pricing power
Tesla CEO Elon Musk has predicted a surge in Chinese memory chip production by 2028, raising questions over Samsung Electronics and SK Hynix's pricing power during an AI-driven dynamic...
Monday 19 October 2026
Toyota to deploy gigacasting in China as Shanghai Lexus plant targets 2027
Toyota Motor will introduce its proprietary gigacasting technology in China to produce premium vehicles, while it has not disclosed whether it will use equipment from local Chinese...
Monday 19 October 2026
Semiconductor equipment demand rises as risks curb AI bubble
SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
Friday 16 October 2026
LG Innotek targets 2028 glass substrate supply as it expands beyond smartphones
LG Innotek expects to begin supplying glass substrates for advanced semiconductor packaging around 2028 and sees its chip substrate business improving in 2027, as the South Korean...
Thursday 15 October 2026
Toyota targets 1,000 e-Palette sales ahead of 2027 autonomous launch
Toyota Motor Corp. plans to sell 1,000 units of its compact electric bus, the e-Palette, within five to six years as it prepares to introduce a Level 4 autonomous driving version in...
Thursday 15 October 2026
AUO-backed Star Shining Energy targets 2028 IPO with shift from solar assets to energy technology
Star Shining Energy Holdings (SSEH) acquired Star Shining Enetek Corporation (Enetek), a spin-off of AUO's energy business, on October 1, 2026, combining power generation assets with...
Thursday 15 October 2026
ASML holds back 2029-2030 orders and confirms first price increases as EUV shortage deepens
ASML, the sole supplier of extreme ultraviolet (EUV) lithography tools, has shifted from taking orders to allocating them. On its third-quarter 2026 earnings call on October 14, the...
Thursday 15 October 2026
SEMI sees glass substrates entering market by 2028
The rapid expansion of AI and data center chip package sizes is accelerating the adoption of glass substrates, with SEMI's Beth Keser now forecasting market entry around 2028, two...
Wednesday 14 October 2026
ASML's record 3Q26 sales expose a capacity gap for AI chip demand through 2028
ASML reported record third-quarter 2026 net sales of EUR11.7 billion (approx. US$13.1 billion) and net income of EUR5 billion, while warning that its planned supply for 2027 and 2028...
Wednesday 14 October 2026
JCET redirects Korean factories towards AI to counter weak smartphone growth
JCET is directing most of its increased capital spending towards advanced packaging, modules and testing while reorganising its two South Korean factories to meet AI infrastructure...
Wednesday 14 October 2026
NTT Data, Anthropic negotiate Japan data center with up to 500MW
NTT Data and Anthropic are in final-stage negotiations to develop a data center in Osaka, Japan, with power capacity of up to 500MW, according to Nikkei. The project would...