China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as...
Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...
As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices,...
Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
AI Expo Taiwan 2026 opened with a focus on AI agents, a shift that could reshape global workplaces by turning assistants into autonomous "digital colleagues." Microsoft Taiwan's Vic...
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions...
The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked...
India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions...
