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Wednesday 9 September 2026
China's AI computing plan targets sixfold growth and 100,000-card clusters
China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year...
Wednesday 9 September 2026
Samsung-led EUR3B funding round nearly doubles Mistral's valuation
French AI startup Mistral has raised EUR3 billion (US$3.5 billion) in a funding round led by Samsung Electronics, nearly doubling its valuation as the company seeks to strengthen its...
Wednesday 9 September 2026
OpenAI taps Firmus for Malaysia data center capacity
OpenAI has signed a multi-year agreement with Australian AI infrastructure developer Firmus for dedicated computing capacity at two data center sites in Malaysia, becoming an anchor...
Wednesday 9 September 2026
LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers
LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being...
Tuesday 8 September 2026
US chip tariffs raise stakes for Samsung, SK Hynix's US memory plans
South Korea and the US are discussing semiconductor investments in the US as part of broader bilateral negotiations, bringing US chip tariff policy closer to the investment decisions...
Tuesday 8 September 2026
US chip investment push puts ownership at center of Korea's $200 billion deal

A US push for additional Korean semiconductor manufacturing investment has entered bilateral negotiations just as the first project under...

Tuesday 8 September 2026
ViTrox rides AI demand, expands Taiwan push as Malaysia semiconductor base grows
After several years away from SEMICON Taiwan, Malaysia-based inspection equipment maker ViTrox returned to the show this year and has already confirmed plans to exhibit again next...
Tuesday 8 September 2026
SK Hynix weighs Gwangju investment as Yongin buildout continues
SK Hynix is considering accelerating investment in South Korea's planned Gwangju semiconductor cluster so that development proceeds alongside its ongoing Yongin buildout, rather than...
Tuesday 8 September 2026
Taiwan and Saxony start building the talent pipeline behind TSMC's German fab
TSMC's investment in a fab in Germany's Free State of Saxony has drawn close attention from across Europe. Eva Ins Obergfell, Rector of Leipzig University, one of Germany's leading...
Monday 7 September 2026
South Korea secures US$2B from Air Products, Axcelis, Corning, Pacifico Energy to bolster supply chains
Four major US technology companies have committed a combined US$2 billion to investments across South Korea's semiconductor materials, equipment, and clean energy sectors. The move...
Monday 7 September 2026
HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise...
Monday 7 September 2026
NEC reportedly ends quantum computer hardware development, shifts focus to annealing
Japan's NEC has halted development of gate-based quantum-computer hardware, marking a strategic retreat from a field the company helped pioneer, while continuing to invest in quantum...
Monday 7 September 2026
Analysis: Under tariff threats, Taiwan chipmakers hedge beyond US
Taiwanese companies are only at the start of a broader overseas investment cycle, as Washington signals possible new semiconductor tariffs and Taipei moves to deepen industrial links...
Monday 7 September 2026
China's JCET seeks US$968M for AI-driven packaging expansion

JCET Group is preparing a CNY6.5 billion (approx. US$968 million) private share placement to expand advanced packaging and testing capacity...

Monday 7 September 2026
India roundup: India expands chip ambitions with full Semicon 2.0 notification

India's technology sector is gaining momentum across semiconductors, connectivity, AI payments,...