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Thursday 16 April 2026
Tesla AI5 tape-out signals dual sourcing with Samsung, TSMC

Tesla has finalized the design of its next-generation AI5 chip, marking a milestone in its in-house semiconductor development. CEO Elon...

Thursday 16 April 2026
Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown
The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages...
Thursday 16 April 2026
Samsung targets May HBM4E samples for Nvidia after validation

Samsung Electronics is aiming to produce its first samples of next-generation high-bandwidth memory (HBM4E) as early as May, with plans...

Thursday 16 April 2026
Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

Thursday 16 April 2026
Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test
Embodied AI is moving into real-world testing, and China's tech giants are stepping in. The Beijing Yizhuang humanoid robot half-marathon on April 19 is set to serve as a high-profile...
Wednesday 15 April 2026
Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
Wednesday 15 April 2026
Stanford AI report: US-China AI gap narrows as China accelerates industrialization
The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report...
Wednesday 15 April 2026
RISC-V gains ground in AI data centers with Nvidia backing SiFive

AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

Wednesday 15 April 2026
SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

Wednesday 15 April 2026
Samsung QD-OLED tops 5 million units; LG turns to rival supply
Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026.
Wednesday 15 April 2026
Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
Tuesday 14 April 2026
China's 2nm AI GPU hits prototype, production unclear
Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...
Tuesday 14 April 2026
Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

Tuesday 14 April 2026
Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
Monday 13 April 2026
RFID maker Arizon expands market share despite 20% global market decline in 2025
Arizon RFID Technology saw its performance in 2025 impacted by a 20% contraction in the global RFID market last year, with the company posting full-year revenue of NT$3.953 billion...