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Wednesday 17 June 2026
Nvidia Vera CPU strains LPDDR supply as AI servers tap phone memory

Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and...

Wednesday 17 June 2026
Chip supply chains shift: TSMC's capacity crunch reportedly pushes Google, Tesla, BYD toward Samsung

Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain...

Wednesday 17 June 2026
BOE starts production at China's first 8.6G AMOLED line
BOE Technology Group has begun mass production at its Chengdu high-tech zone facility, a move that could reshape the supply of OLED displays for notebooks and tablets, while intensifying...
Wednesday 17 June 2026
Tong Yang sees steadier auto parts demand as tariff and conflict risks ease
Tong Yang Group said global auto parts demand could stabilize in the second half of 2026 as tariff uncertainty eases and Middle East tensions cool, a shift that may help restore order...
Wednesday 17 June 2026
China PCB maker DSBJ bets US$1.2 billion on AI optical modules
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing...
Wednesday 17 June 2026
Poland turns to Taiwan to build up chips as Foxconn seals EV assembly deal

Poland is seeking major Taiwanese investment to strengthen its manufacturing base, a shift that could reshape Europe's supply chains...

Wednesday 17 June 2026
Superior Plating Technology turns to AI liquid cooling and CPO

Superior Plating Technology chairman Lei-Je Hua said the company is shifting more resources into AI liquid cooling, CPO communication...

Wednesday 17 June 2026
Exclusive: Galatek eyes up to 200% chip growth with Malaysia packaging push

Singapore-based Galatek Technologies is expanding into scarce advanced packaging equipment as it builds localized manufacturing capacity...

Wednesday 17 June 2026
Gem Terminal eyes new growth curve in 2026 with shipments of AI-related thermal materials
Gem Terminal Industry is seeing the results of its recent efforts in developing new copper materials, with expectations of sequential quarterly growth in 2026 as production capacity...
Wednesday 17 June 2026
Volkswagen cuts deeper as market headwinds erase savings
Volkswagen Group announced expanded layoffs and production cuts as it sought to secure net annual savings of ?6 billion by 2030, citing persistent pressure from geopolitical tensions,...
Tuesday 16 June 2026
AI chip race sends semiconductor equipment sales to record US$36.55 billion
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced...
Tuesday 16 June 2026
China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...
Tuesday 16 June 2026
TSMC reportedly teams with Ibiden, Innolux to push CoPoS, glass substrates

TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in...

Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...