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Thursday 10 September 2026
Navigating economies of scale: how South Korea and China are reshaping the OLED market
Economies of scale occur when a company's average cost per unit falls as overall production volume increases. In the competitive display industry, reaching this state relies on either...
Thursday 10 September 2026
China's Nvidia rivals raise prices as HBM shortage bites
Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding...
Thursday 10 September 2026
Europe's BEV running costs now 33% below ICE
Daily operating and maintenance costs for battery electric vehicles (BEVs) in Europe are now 33% lower per kilometer than those for comparable internal combustion engine (ICE) cars,...
Thursday 10 September 2026
CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks
At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...
Thursday 10 September 2026
Samsung India reportedly cuts jobs as memory costs squeeze electronics unit
Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand...
Thursday 10 September 2026
Analysis: China chases EUV as chipmakers move to High-NA
The extreme ultraviolet (EUV) lithography race is splitting into two tracks. Intel has moved High-NA EUV into production, Samsung Electronics and SK Hynix are targeting DRAM production...
Wednesday 9 September 2026
Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient
Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory...
Tuesday 8 September 2026
LG's robot actuator push turns appliance know-how into a physical AI supply-chain bet
As humanoid robots increasingly move from demonstrations toward factories and commercial deployments, competition is expanding beyond finished robots into the components that determine...
Tuesday 8 September 2026
Nvidia reportedly shifts Rubin Ultra toward 8-high HBM as memory costs rise

Nvidia is reportedly shifting its Rubin Ultra AI accelerator toward an eight-high high-bandwidth memory (HBM) configuration, down from...

Monday 7 September 2026
China smart driving chips hit bottlenecks in mass production, cost, in-house auto R&D
China's intelligent driving market is advancing rapidly, but the true trial has only just begun for domestic smart driving chipmakers.
Monday 7 September 2026
SK Hynix 1c DRAM production share to reach 34% by year-end ahead of HBM4E
SK Hynix is accelerating its shift to sixth-generation 10nm-class 1c DRAM, with the process expected to account for roughly 34% of its DRAM production by the fourth quarter as the...
Monday 7 September 2026
Weekly news roundup: AI memory race heats up, Taiwan manufacturing rebounds, Nexperia rift deepens
AI infrastructure and semiconductor supply chains led reader interest this week, from Taiwan's manufacturing recovery and Nexperia's legal battle to Sandisk's HBF, Micron's HBM expansion,...
Friday 4 September 2026
CPO testing shifts to mid-stage to avoid costly failures, Chroma says

Co-packaged optics (CPO) is forcing chipmakers and equipment suppliers to rethink where testing should take place, as long optical test...

Thursday 3 September 2026
Semiconductor sustainability shifts to cost control as fab resource demand surges

Sustainability is not just good for communities and the environment but also good for business. This is the message from a sustainability...

Thursday 3 September 2026
HPE's constraint has shifted from demand to memory
Hewlett Packard Enterprise's fiscal third-quarter results, reported on September 2, are the point at which the Juniper Networks deal and the enterprise AI cycle stopped being a cost...