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    Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support
    2min ago
    CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground
    27min ago
    Tesla's US-made LFP battery push faces China's scale advantage
    31min ago
    Anthropic expands footprint in India via major IT partnerships
    40min ago
    China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
    46min ago
    CXMT IPO may highlight Samsung's memory value, Korean media says
    Jun 11, 18:38
    HPSP reportedly wins Terafab order tied to Musk’s semiconductor project
    Jun 11, 18:38
    NEWS TAGGED CAPACITY
    Friday 12 June 2026
    CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation
    China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
    Friday 12 June 2026
    Taiwan OSAT firms gain from AI chip demand and foundry spillover
    The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers...
    Friday 12 June 2026
    Google TPU orders shift as MediaTek, Marvell, and Broadcom split market
    Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...
    Friday 12 June 2026
    DDR4 shortage tightens as Nanya capacity fills and prices climb

    DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking...

    Thursday 11 June 2026
    Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
    Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment...
    Thursday 11 June 2026
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
    Thursday 11 June 2026
    Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
    A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to...
    Thursday 11 June 2026
    Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
    AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
    Thursday 11 June 2026
    Singapore launches new supercomputer to expand AI and research capabilities
    Singapore launched ASPIRE 2B on June 8, its latest national supercomputer, as part of efforts to strengthen the country's artificial intelligence (AI) and advanced computing capabi...
    Thursday 11 June 2026
    Meta and Reliance expand India partnership with AI data center plan

    Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen...

    Thursday 11 June 2026
    Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain
    Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives...
    Thursday 11 June 2026
    CanSemi IPO exposes strains in China's mature-node chip push
    CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
    Thursday 11 June 2026
    China's EV boom slows at home, but BYD sees further room to grow
    China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from...
    Thursday 11 June 2026
    Applied Materials invests US$500 million in Singapore to meet AI chip demand
    As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking...
    Thursday 11 June 2026
    Gudeng flags EUV supply constraints as advanced-chip expansion accelerates
    Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook