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Wednesday 7 October 2026
Micron licenses Netlist's memory tech for US$600M to settle patent dispute
Netlist and Micron reached a settlement for a patent dispute, with Micron agreeing to license Netlist's patents for US$600 million over 5 years. The deal concludes a complaint launched...
Wednesday 7 October 2026
Chip price hikes loom as Taiwan IC designers brace to pass on costs through 2027
Taiwanese integrated circuit (IC) design firms report that passing on costs to customers will likely continue through 2027 as upstream foundry and outsourced semiconductor assembly...
Wednesday 7 October 2026
Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook
Taiwan-Asia Semiconductor Corporation (TASC) expects a stronger second half of 2026 as new Apple Watch demand lifts sensor orders. The company said weak consumer electronics demand...
Wednesday 7 October 2026
Robotaxis intensify charging infrastructure pressure, could drive over 35% of North American EV power demand by 2030
As autonomous driving technology continues to advance, robotaxis are expected to significantly reshape global EV charging demand. Charging solutions provider ChargePoint forecasts...
Wednesday 7 October 2026
Hwacom shifts semiconductor business to SureWin, targets post-quantum security
Hwacom Systems has shifted its semiconductor-focused business to subsidiary SureWin, targeting growing demand from chipmakers for AI deployment, data governance, and cybersecurity,...
Wednesday 7 October 2026
AI supercycle, pricing, and Terafab top the agenda ahead of TSMC's earnings call
TSMC will hold its third-quarter earnings call on October 15 this year.
Wednesday 7 October 2026
Seagate, Toshiba reportedly compete for TDK's HDD head unit, a key AI storage link

Seagate Technology and Toshiba are reportedly competing to acquire TDK's hard-disk-drive magnetic-head business, a deal that could reshape one...

Wednesday 7 October 2026
Hua Yang, Zeiss launch COSMA-M for chip metrology
Hua Yang Precision Machinery has teamed up with Zeiss to launch COSMA-M, a high-precision measurement system aimed at the semiconductor metrology market as demand surges from AI, high-performance...
Wednesday 7 October 2026
Kingston retains 62% memory module share as B2B AI demand surges
Memory module maker Kingston Technology announced that, according to TrendForce's revenue rankings, it held a 62% share of the global third-party dynamic random-access memory (DRAM)...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Wednesday 7 October 2026
Beyond AI: Starcloud tests whether orbital compute can stay busy enough to pay
The excitement around massive orbital infrastructure mainly stems from its tremendous potential in offering compute nodes powered by near-continuous solar energy beyond the spatial...
Wednesday 7 October 2026
Samsung Electro-Mechanics secures 2027 AI server MLCC demand as supply pressure builds
Samsung Electro-Mechanics (Semco) has secured another major AI server order, signing a KRW290 billion (about US$216 million) contract to supply multilayer ceramic capacitors (MLCCs)...
Wednesday 7 October 2026
Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from...

Wednesday 7 October 2026
DIGITIMES Insight: AI servers will carry nearly twice as many CPUs per accelerator by 2027
Demand for agentic AI in commercial and consumer markets was rising rapidly, and the market appeal of consumer services such as Meta Muse was expanding. In agentic AI tasks, large...
Tuesday 6 October 2026
ADATA posts record 3Q revenue as memory prices rise
ADATA Technology reported record consolidated revenue of NT$53.03 billion(NT$53.03 billion)in the third quarter of 2026, topping NT$50 billion for the period as tighter memory supply...