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NEWS TAGGED 2028
Thursday 29 January 2026
IPC cost and memory supply pressures accelerate product upgrades
The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
Wednesday 28 January 2026
Anthropic targets OpenAI with bigger revenue goals—compute costs stand in the way
Anthropic is aiming to narrow the gap with rival OpenAI as it boosts its revenue forecasts for the coming years. According to The Information, the company has raised its internal...
Wednesday 28 January 2026
Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...
Saturday 17 January 2026
Micron's new fabs target 2030 rollout as supply shortages linger

Micron is scheduled to begin construction on its planned New York state megafab site on January 16, 2026, advancing its US manufacturing...

Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
Sunday 11 January 2026
Hyundai pushes deeper into robotics with Atlas humanoid
Hyundai Motor Group said it plans to begin mass production of artificial-intelligence-powered robots by 2028, building a manufacturing system capable of producing about 30,000 units...
Wednesday 7 January 2026
Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

Tuesday 6 January 2026
Ampower secures TSMC backup power supply orders with visibility through 2028
As AI computing power rapidly grows alongside data center and renewable energy developments, global electricity demand is undergoing a swift transformation. Ampower, with over 30 years...
Monday 5 January 2026
Chunghwa Precision Test Tech to build new plant in Taoyuan amid growing semiconductor demand
Chunghwa Precision Test Tech (CHPT), a subsidiary of Chunghwa Telecom, plans to start construction of its third Pingzhen plant in Taoyuan in early 2026, with completion expected by...
Tuesday 30 December 2025
Analysis: Why TSMC's Kumamoto plant is unlikely to reach 2nm before 2028
TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility...
Wednesday 24 December 2025
Taiwan cable maker rides US$3.7 billion grid overhaul wave with orders booked through 2028
Taiwanese cable giant Ta Tun Electric Wire and Cable (TEWC) held a pre-listing performance briefing on December 23, 2025, revealing that revenue for the first 11 months of 2025 reached...
Thursday 11 December 2025
UiPath highlights Taiwan's competitiveness in Asia-Pacific AI agent surge
Asia-Pacific enterprises are rapidly advancing AI adoption, with investments expected to grow from nearly US$90 billion in 2025 to US$176 billion by 2028, primarily focused on building...
Friday 28 November 2025
Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028
Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee supply...
Wednesday 26 November 2025
Mitac Computing signs distribution deal with Redington for India market
Taiwan-based Mitac Computing Technology Corporation announced on November 25 that it has signed a new distribution agreement with India-based Redington Limited.
Wednesday 26 November 2025
Rapidus plans to build second fab for 1.4nm chips in fiscal 2027
Japanese semiconductor firm Rapidus, which aims to mass-produce 2nm chips by 2027, has initiated plans for advanced technological developments, including the construction of a second...