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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    7h 30min ago
    China aims to reduce reliance on Japanese photoresists
    7h 30min ago
    Memory price surge drives smartphone panel prices down in 1Q26
    7h 30min ago
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    7h 30min ago
    Grid capacity will be key to AI and industrial competition
    7h 30min ago
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    7h 30min ago
    NEWS TAGGED FAB
    Wednesday 14 January 2026
    TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
    After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
    Wednesday 14 January 2026
    Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
    TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
    Tuesday 13 January 2026
    Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
    The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
    Monday 12 January 2026
    Musk vows to build 2nm fab, claims industry got cleanroom wrong
    Elon Musk recently declared that the semiconductor industry has erred in cleanroom design. As CEO of Tesla and SpaceX, Musk promised that once Tesla establishes a 2nm process wafer...
    Monday 12 January 2026
    Sharp-Adani LCD proposal tests India's ability to build a full-scale panel supply chain from scratch
    Sharp ceased production at its Sakai Display Product (SDP) factory in late August 2024, ending operations at the world's only 10G LCD panel fab. Despite this closure, Sharp is pursuing...
    Monday 12 January 2026
    Rayzher Industrial reports record annual revenue despite December dip
    Rayzher Industrial, a supplier of gas supply systems for high-tech semiconductor fabs, recorded consolidated revenue of NT$228 million (approx. US$7.21 million) in December 2025, a...
    Friday 9 January 2026
    Samsung Foundry eyes auto chips for growth beyond data centers

    Samsung Electronics is positioning its contract chipmaking business to win automotive orders, a move industry analysts view as a practical entry...

    Thursday 8 January 2026
    Why TSMC is giving mature fabs billion-dollar makeovers
    TSMC is undertaking significant upgrades at its existing 8-inch and 12-inch fabrication facilities that process chips at 90nm and above, while accelerating expansion for cutting-edge...
    Wednesday 7 January 2026
    Samsung speeds Pyeongtaek P5 fab toward 2028 output

    Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production...

    Tuesday 6 January 2026
    CES 2026: Intel's 18A Panther Lake narrows the gap between iGPUs and discrete graphics
    At CES 2026, Intel unveiled its first mobile processor built on the 18A advanced process node, the Core Ultra Series 3, code-named Panther Lake. The launch marks Intel's first large-scale...
    Tuesday 6 January 2026
    TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall
    Recent market reports highlight ongoing challenges for TSMC's wafer fabs in Arizona, including high costs and low profits. Industry sources cite supply chain issues, talent shortages,...
    Monday 5 January 2026
    Nexchip Semiconductor launches US$5.1bn Hefei fab to scale 28nm mature-node capacity

    China's domestic foundry expansion gained momentum this week as Nexchip Semiconductor broke ground on its Phase IV project in Hefei, committing...

    Friday 2 January 2026
    SanDisk, Micron vie for PSMC's Tongluo fab capacity
    Market rumors and formal statements indicate two major memory companies, SanDisk and Micron, have approached PSMC about capacity cooperation at PSMC's new 12-inch fab in Tongluo, Taiwan...
    Friday 2 January 2026
    Intel and Samsung advance 2nm GAA, but yield gaps leave TSMC as the sole external supplier
    TSMC has officially commenced volume production of its 2nm (N2) semiconductor process in the fourth quarter of 2025, marking a milestone as the first foundry worldwide to offer chiplet...
    Wednesday 31 December 2025
    TSMC reportedly speeds up Arizona 3nm fab plans as Samsung woos US clients in Texas

    According to South Korean media reports and industry sources, TSMC is moving to pull forward the production schedule at its second Arizona...

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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook