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    AI upgrade drives surge in high-capacity NOR flash shortages and price hikes
    1h 4min ago
    2026 Lunar New Year becomes AI battleground among China's tech giants
    1h 4min ago
    China memory giants expand DRAM and HBM capacity amid strong local demand
    1h 4min ago
    Tesla's 4680 battery technology rebounded with dry electrode breakthrough
    1h 4min ago
    Yield rates to determine market share: Samsung and SK Hynix ready with 16-layer HBM4
    1h 4min ago
    AI drives ODM/EMS growth amid weak consumer electronics in 2025
    1h 4min ago
    NEWS TAGGED FAB
    Tuesday 3 February 2026
    YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
    Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
    Tuesday 3 February 2026
    Germany pivots to Korean chipmakers as Intel retreats

    German state governments are stepping up efforts to secure new semiconductor partners in South Korea after Intel shelved plans to build...

    Monday 2 February 2026
    Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
    China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...
    Friday 30 January 2026
    GlobalFoundries stalls France fab as US manufacturing push sidelines Europe's chip ambitions
    Following Intel's major global wafer fab plan cuts, including halting projects in Germany and Poland, GlobalFoundries (GF) and STMicroelectronics (ST) have faced fresh scrutiny over...
    Thursday 29 January 2026
    Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans
    The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...
    Wednesday 28 January 2026
    SK Hynix reports record-breaking 2025 earnings driven by AI memory boom
    SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
    Wednesday 28 January 2026
    TI accelerates capacity push, shrugs off memory shortages
    Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...
    Tuesday 27 January 2026
    TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
    With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
    Tuesday 27 January 2026
    Micron breaks ground on US$24 billion advanced NAND fab in Singapore
    Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24...
    Friday 23 January 2026
    South Korea-made EUV pellicles to be adopted at Samsung's Taylor fab
    Industry sources stated that Samsung has signed equipment contracts and placed orders for extreme ultraviolet (EUV) photomask pellicle-related equipment for its Taylor fab with South...
    Thursday 22 January 2026
    GlobalWafers' Texas plant holds six-phase expansion potential
    GlobalWafers chairwoman Doris Hsu said in a January 21, 2026, media interview that with easing inflation pressures and some central bank policy adjustments, the global economy is experiencing...
    Thursday 22 January 2026
    PSMC to upgrade DRAM processes as demand strengthens

    Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

    Thursday 22 January 2026
    Nanya expects memory shortage through 1H27 amid surging demand
    Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...
    Tuesday 20 January 2026
    Samsung foundry utilization reportedly nears 60% as losses narrow
    Samsung Electronics' foundry business is showing signs of a gradual recovery, with fab utilization expected to average in the low-60% range in the first half of 2026, up from the 50%...
    Tuesday 20 January 2026
    Samsung reportedly to test EUV tools at Taylor fab in March
    Samsung Electronics will reportedly begin test operations of extreme ultraviolet lithography equipment at its Taylor, Texas, fabrication plant in March, ahead of full operations planned...
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    Research Report Database
    BIZ FOCUS
    Jan 30, 08:00
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook