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NEWS TAGGED 2028
Friday 31 July 2026
Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap
CXMT's IPO marks a shift in China's DRAM strategy from capacity building towards mainstream products, process upgrades, and global competition, according to DIGITIMES Intelligence.
Thursday 30 July 2026
Samsung signs five-year memory deals as chip shortage stretches to 2028
Samsung Electronics has signed five-year memory supply agreements with five leading global data center customers and is in the final stages of talks with five more, tying a growing...
Thursday 30 July 2026
Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals

Samsung Electronics expects the global memory shortage to become more severe in 2027 than in 2026 and to persist through 2028, memory...

Thursday 30 July 2026
Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

Wednesday 29 July 2026
ADLINK expands robotics portfolio, targets 10% revenue share by 2028
The rise of physical AI is shifting the robotics market from technical demonstrations towards real-world deployment and viable business models. ADLINK is positioning edge computing...
Tuesday 28 July 2026
Smart glasses with color displays could enter mass production by 2028
Taiwan's smart glasses supply chain urgently needs to break down technical silos and move first, according to industry executives speaking at a forum on July 24 on the outlook for...
Sunday 26 July 2026
KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion
TSMC supplier LCY Group President Bowei Lee said private equity firm KKR & Co. plans to gradually divest its holdings in businesses affiliated with the Taiwanese chemical group,...
Friday 24 July 2026
South Korea's mandatory ESG disclosures loom: How Samsung Display and LG Display are preparing
South Korea has finalized plans to bring climate-related information under statutory disclosure requirements beginning in 2028, advancing the timetable and widening the scope compared...
Thursday 23 July 2026
Saronic plans US$3 billion Texas shipyard as Navy drone boat use expands
US defense startup Saronic Technologies said it will build its next-generation shipyard, Port Alpha, in Brownsville, Texas, in a project valued at more than US$3 billion. The facility...
Wednesday 22 July 2026
Sumitomo Chemical eyes 2028 production of lower-cost solid-state battery electrolyte

Sumitomo Chemical plans to begin mass production of a halide-based solid electrolyte in Japan as early as fiscal 2028, positioning the...

Wednesday 22 July 2026
Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says
The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according...
Tuesday 21 July 2026
Memory shortage could turn into a glut by 2028 as chipmakers expand

A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually...

Thursday 16 July 2026
ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
Wednesday 15 July 2026
Global semiconductor equipment sales set to hit record US$165.9B in 2026
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association...
Tuesday 14 July 2026
AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects...