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Friday 15 May 2026
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
Friday 15 May 2026
SMIC refocuses on capital investment over dividends as AI boom reshapes demand
During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize...
Friday 15 May 2026
TCL tightens grip on Guangzhou LCD hub, unleashes US$4 billion OLED expansion
China's TCL Technology is deepening its control over its Guangzhou display manufacturing base while accelerating OLED investment, reflecting its broader push to cement a leading position...
Friday 15 May 2026
Chunghwa Telecom expands satellite ambitions across multiple orbits
The global satellite industry is entering what many executives and analysts describe as a historic turning point, as telecommunications operators increasingly integrate satellite connectivity...
Thursday 14 May 2026
Japan expands push to secure legacy chip supply chain

Japan is broadening its semiconductor support strategy by expanding subsidies for domestic production of legacy chips, aiming to strengthen...

Thursday 14 May 2026
Samsung reportedly speeds up 3D NAND, packaging, and substrate plans
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates —...
Thursday 14 May 2026
SoftBank looks beyond mobile with data center, battery push
SoftBank is committing JPY1 trillion (US$6.34 billion) through fiscal 2030 to make artificial intelligence, data centers, and energy infrastructure its next growth engines, according...
Thursday 14 May 2026
Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens
US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs,...
Thursday 14 May 2026
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
Thursday 14 May 2026
Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand
Lam Research said it will hire more than 1,000 professional engineers in Taiwan in 2026 as customer demand mounts and the company expands technical support services for foundry, memory...
Wednesday 13 May 2026
Anthropic in talks to acquire Stainless, SDK startup serving Google and OpenAI
Anthropic is reportedly in advanced talks to acquire Stainless, a startup that builds software development kits for AI companies, including Google and OpenAI. The deal could value...
Wednesday 13 May 2026
Tesla boosts Berlin output with US$250M battery cell expansion
Tesla is investing US$250 million to expand battery-cell production at its Berlin-Brandenburg Gigafactory, reinforcing its long-term commitment to Europe just as the company starts...
Wednesday 13 May 2026
Taiwan to set up US industrial parks as bilateral ties deepen
The US may soon see Taiwan-style industrial parks, according to officials and industry representatives who recently visited the country to attend a trade summit. The development could...
Wednesday 13 May 2026
TSMC adds four executives in latest reshuffle as US investment and succession push accelerate
TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately...
Tuesday 12 May 2026
AI drives IC price hikes, lifts China chip exports 83.7% in April
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...