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Tuesday 22 September 2026
Samsung weighs 4nm expansion as HBM4 demand strains capacity

Samsung Electronics is considering expanding its 4nm foundry capacity as rising HBM4 base-die demand pushes existing capacity to full...

Tuesday 22 September 2026
TSMC, ASE break ground on Taiwan's first advanced packaging cluster in Kaohsiung

Rising demand for advanced packaging tied to AI and high-performance computing (HPC) is driving development at Baipu Industrial Park...

Tuesday 22 September 2026
Exclusive: China SiC capacity tightens, spilling orders over to Taiwanese foundries

China's silicon carbide (SiC) end-market demand is expanding rapidly, driven by high-voltage charging infrastructure and AI servers...

Tuesday 22 September 2026
Brussels will put a public efficiency grade on Europe's data centers before it decides what to require of them

Europe intends to triple its data center capacity within five to seven years. On September 21, the European Commission set out how it...

Tuesday 22 September 2026
Microsoft Taiwan to double data centers as AI computing demand exceeds supply

Microsoft is expanding its data center footprint in Taiwan from two facilities to four as global demand for artificial intelligence...

Tuesday 22 September 2026
ASML opens India operations but ties any scale-up to Tata's Dholera fab
ASML has begun operations in India with an initial team of 20-30 engineering graduates, and has made clear that any expansion beyond that depends on Tata Electronics delivering the...
Tuesday 22 September 2026
Nscale seeks New York listing as AI infrastructure demand tests investor appetite
British neocloud provider Nscale has filed to list on the New York Stock Exchange, seeking up to US$3 billion in a deal that could value the company at US$30 billion to US$35 billion...
Tuesday 22 September 2026
China's memory race turns inward — CXMT, YMTC head toward patent showdown

Global memory shortages remain severe, with AI and cloud applications intensifying demand for scarce supply. Prices for both DRAM and...

Tuesday 22 September 2026
Daeduck nears long-term supply deals as Doosan expands capacity amid tight T-glass supply
South Korea's PCB and semiconductor substrate supply chain is expanding capacity as demand from servers and data centers rises, with customers moving to secure long-term supply while...
Tuesday 22 September 2026
AirTAC sees pneumatic demand cycle extending through 2027 on China automation growth

AirTAC International Group said demand for pneumatic components in China's automation market has entered a more gradual expansion phase,...

Tuesday 22 September 2026
Nvidia Rubin architecture drives high-end MLCC demand, solidifying Murata, SEMCO leadership

While market focus surrounding AI infrastructure has centered primarily on core computing components—such as GPUs, CPUs, high-bandwidth...

Tuesday 22 September 2026
EZconn eyes 2027 high-core fiber ramp as shortages persist

EZconn said global fiber and optical cable supplies remain tight as AI data center demand overtakes demand from traditional telecom...

Tuesday 22 September 2026
AI inference demand surges as training slowdown talk fades
Calls to slow frontier AI model training have sparked debate across the AI semiconductor industry, but executives at the AI Infra Summit in Santa Clara, California, said the real buildout...
Tuesday 22 September 2026
China carmakers lean on exports as domestic sales stall

China's auto industry is increasingly relying on exports to sustain growth as domestic demand remains weak, industry sources said, ahead...

Tuesday 22 September 2026
Loyalty Founder Enterprise sees AI server expansion lifting growth outlook

Loyalty Founder Enterprise's push into AI servers, storage, and networking is beginning to boost scale and profitability, with implications...