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Friday 12 June 2026
HPSP reportedly receives test equipment order for Musk's Terafab

Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly...

Friday 12 June 2026
Powerlogic says AI server demand and rising memory costs hit May 2026 revenue
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...
Friday 12 June 2026
TSS Holdings warns long-term US operating costs are the main barrier for Taiwan suppliers
TSS Holdings and an alliance of 18 Taiwanese semiconductor materials, components and equipment firms said on June 9 that the primary challenge for small and medium-sized suppliers...
Friday 12 June 2026
Qualcomm opens China auto chip ecosystem to challenge Horizon Robotics, Nvidia

Qualcomm recently held its 2026 Automotive Technology and Cooperation Summit in Wuxi, Jiangsu province, marking the fourth consecutive...

Friday 12 June 2026
Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery
LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...
Friday 12 June 2026
Amphenol to raise connector prices by 5% in July 2026
Amphenol, a global leader in electronic and fiber-optic connectors, cables, and interconnect systems, has notified customers that it will raise prices by 5% on selected products starting...
Friday 12 June 2026
Catcher maintains cautious outlook for 2026 as supply bottlenecks and cost pressures persist
Catcher Technology, a metal chassis maker, said it remained cautiously conservative about its 2026 operations due to ongoing supply-chain bottlenecks, rising costs and uncertain end-market...
Thursday 11 June 2026
Applied Materials CEO: AI reshapes semiconductor innovation
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials...
Wednesday 10 June 2026
SuperAI Singapore: Frontier of AI shifts from model strength to deployment, cost, and applications
The frontier of AI is shifting from model training and accuracy to real-world deployment and other emerging factors, according to a panel held on June 10 comprising AI leaders in Asia...
Friday 5 June 2026
China's EV makers are learning that growth comes at a cost
After briefly flirting with profitability late last year, China's leading electric-vehicle (EV) startups have once again slipped into the red, highlighting the mounting challenges...
Friday 5 June 2026
India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher
India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on...
Friday 5 June 2026
HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI
Koichi Fukuda, technology executive for applied SSD technology at Kioxia, used a Computex 2026 forum session on June 4 to argue that as enterprise AI shifts toward agentic systems,...
Friday 5 June 2026
Marvell says SerDes and packaging are key hurdles in switch chip development
Marvell says the next gains in switch chip performance will depend on faster SerDes and better packaging — issues that affect network capacity, signal quality, and cost across...
Thursday 4 June 2026
Taiwan's Walsin Technology gains pricing power from AI demand

Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

Wednesday 3 June 2026
Micron's HBM4 push signals bigger Nvidia supply role
Micron Technology may supply more HBM4 memory for Nvidia's next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment...