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Monday 11 May 2026
Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
Monday 11 May 2026
AMD's 2nm defection to Samsung dents TSMC's AI grip
The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
Monday 11 May 2026
AI inference boom fuels memory race, with Samsung in pursuit
AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...
Monday 11 May 2026
AI boom drives Taiwan's semiconductor testing industry into record expansion

To secure a foothold in the booming market for advanced AI chip packaging and testing, Taiwan's outsourced semiconductor assembly and test...

Monday 11 May 2026
The AI memory squeeze may not ease before 2028
Global memory supply is under severe strain, prompting major cloud service providers to sign multi-year contracts with memory makers and forcing the industry to rethink capacity spending...
Sunday 10 May 2026
AI demand fills Vanguard's Singapore fab ahead of schedule
Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...
Saturday 9 May 2026
Wistron profit triples on server surge, AI demand seen robust
Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...
Saturday 9 May 2026
Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds
Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects...
Saturday 9 May 2026
Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

Saturday 9 May 2026
Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026
TSMC reports record April sales as AI chip demand puts Asia supply in focus
TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
Friday 8 May 2026
Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus

Elon Musk's latest move to team up with Anthropic in a major computing-capacity agreement captures the logic of "the enemy of my enemy...

Friday 8 May 2026
TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to...
Friday 8 May 2026
LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

Friday 8 May 2026
Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...