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    Tuesday 15 September 2026
    Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

    After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

    Monday 14 September 2026
    China optical firms target photonics with mixed high-end, lower-cost push
    The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...
    Monday 14 September 2026
    Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

    Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

    Friday 11 September 2026
    Nvidia's US$13 billion Hugging Face deal bets physical AI can start at US$400, not US$40,000
    Humanoid robotics has become one of the most visible fronts of the physical-AI race, but the industry's path to scale may depend as much on lowering the cost of experimentation as...
    Friday 11 September 2026
    Oracle's AI cloud build-out is now rewriting its cost structure

    Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

    Friday 11 September 2026
    d-Matrix brings Raptor chips to Nvidia racks as falling token prices pressure GPU economics
    AI chip startup d-Matrix is adopting Nvidia's NVLink Fusion technology to bring its next-generation Raptor inference processors into Nvidia MGX racks, giving the company a path into...
    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 2026: 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...

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    GlobalExhibition
    BIZ FOCUS
    Sep 18, 14:29
    SK hynix Launches 'SK hynix Ventures' in Silicon Valley
    Monday 14 September 2026
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Semicon_TW