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    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    10min ago
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    Apr 28, 19:32
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    Apr 28, 19:32
    NEWS TAGGED CAPACITY EXPANSION
    Saturday 25 April 2026
    India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion
    India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...
    Thursday 23 April 2026
    Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses
    Growing pressure from capacity expansion in China, price competition, and compressed profit margins for traditional display applications has prompted Taiwan-based polarizer manufacturers...
    Wednesday 22 April 2026
    Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

    Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

    Friday 17 April 2026
    Analysis: ASML lifts 2026 guidance on strong EUV demand
    ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
    Thursday 16 April 2026
    TSMC enters 2nm mass production, scales 3nm capacity
    TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
    Wednesday 15 April 2026
    Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
    Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
    Friday 10 April 2026
    China OSATs step up investment drive as AI demand lifts advanced packaging race

    China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

    Friday 10 April 2026
    Swancor eyes dual-engine growth on AI robotics and aerospace composites
    Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million...
    Thursday 9 April 2026
    Samsung P4 fab nears completion, expanding 1c DRAM capacity
    Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
    Thursday 9 April 2026
    CXMT IPO delay eases DRAM supply risks, supports pricing cycle
    China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...
    Thursday 2 April 2026
    Dixon launches India's first homegrown display module fab with broad capacity expansion
    Dixon Technologies is accelerating its push into display module manufacturing, backed by an INR11 billion (US$118.74 million) investment in a new facility in the Noida–Greater...
    Monday 30 March 2026
    Sumco shifts wafer strategy to equipment upgrades over new plant
    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...
    Monday 30 March 2026
    E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production
    E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support...
    Thursday 19 March 2026
    SK Hynix presses ahead on HBM4 despite tightening AI memory supply
    SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
    Thursday 12 March 2026
    Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
    Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook