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Monday 21 September 2026
Europe's hydrogen trucks chase commercialization
Major European truck makers and suppliers are accelerating alliances to push hydrogen vehicles and refueling infrastructure, as Europe tightens emissions rules and automakers race...
Monday 21 September 2026
Taiwan delays 2026 power rate decision as war drives fuel costs higher

Taiwan's Ministry of Economic Affairs delayed a 2026 electricity rate decision on September 18 after the Middle East war pushed up fuel...

Saturday 19 September 2026
Power grids can't keep pace with AI data center boom in EU, US
According to supply chain players, most AI data center cost models used by analysts in both China and the West only count electricity consumption when estimating the cost of AI data...
Friday 18 September 2026
Corning to raise display glass substrate prices 15% from 4Q26
Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026,...
Friday 18 September 2026
China's AI data center token costs hinge on access to advanced GPUs
China's AI data centers are confronting a severe chip access bottleneck, with the cost of producing tokens shaped less by model design than by geopolitics, according to a recent Caijing...
Friday 18 September 2026
GaN is winning the AI power argument, not yet the cost battle

Gallium nitride (GaN) is emerging as a key power semiconductor for AI data centers, where rising rack power and the shift toward higher-voltage...

Thursday 17 September 2026
SK Hynix looks beyond HBM as inference workloads diversify
SK Hynix is expanding its memory strategy beyond the conventional GPU-HBM pairing as inference workloads split between latency-sensitive services and capacity-heavy, long-context a...
Thursday 17 September 2026
Intel CEO warns of 2027 memory crunch and tighter CPU supply
AI infrastructure expansion is turning memory supply into a major bottleneck for the semiconductor industry. Intel CEO Lip-Bu Tan warned that the memory shortage in 2027 could be worse...
Wednesday 16 September 2026
Samsung reportedly weighs Micron's newest memory for Galaxy S27
Samsung Electronics is reportedly testing Micron's most advanced 1γ LPDDR5X memory for possible use in the Galaxy S27 series, as rising costs around next-generation mobile DRAM...
Wednesday 16 September 2026
Apple reportedly accepts Samsung's 1Q27 memory hike, raising the 2027 smartphone cost floor
Apple's acceptance of sharply higher Samsung Electronics memory prices for early 2027 is putting a number on the cost of the AI boom for smartphones. The reported agreement comes just...
Wednesday 16 September 2026
Astera says customers are rethinking HBM needs for AI accelerators

AI infrastructure customers are starting to reconsider how much high-bandwidth memory (HBM) needs to be placed alongside accelerators...

Wednesday 16 September 2026
MediaTek keeps Dimensity 9600 Pro on HBPoP as cost drives decisions

MediaTek officially unveiled the Dimensity 9600 Pro on September 15, 2026, drawing significant industry attention to its choice of packaging...

Wednesday 16 September 2026
South Korean NPU startups face validation hurdle in push for global sales

South Korea's neural processing unit (NPU) startups are moving from chip development toward commercial deployment, but limited experience...

Wednesday 16 September 2026
China's humanoid robot race, Part 2: Upstream profits gather around dexterous hands
Humanoid robot makers are cutting prices and scaling production, yet much of the industry remains unprofitable. Upstream suppliers are starting to show a different economics —...
Wednesday 16 September 2026
DIGITIMES Insight: Intel may lack a price edge over TSMC on SK Hynix HBM base dies

SK Hynix is reportedly considering Intel as an additional manufacturing source for high-bandwidth memory (HBM) base dies beginning with...