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Friday 17 April 2026
OpenAI's HBM push signals a new AI memory arms race
A recent report by South Korea's Chosun Biz highlights how OpenAI is actively building a dedicated supply line with Samsung Electronics to secure high-bandwidth memory (HBM)...
Friday 17 April 2026
Samsung accelerates Taylor fab ramp-up amid Tesla AI chip deal
Samsung Electronics is moving ahead with the operational ramp-up of its Taylor, Texas, foundry plant, marking a key step in its push to expand advanced semiconductor manufacturing...
Friday 17 April 2026
Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers
Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...
Friday 17 April 2026
TSMC revises advanced process and packaging strategy
TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...
Friday 17 April 2026
ASML extends Low NA EUV to 2031, ramps up High NA production
ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
Friday 17 April 2026
Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

Friday 17 April 2026
Foxconn shifts US plant from simulation to operation with AI-driven factory setup
Foxconn's US AI factories could reshape global electronics supply chains by accelerating US-based AI server production and offering a replicable smart factory model for overseas sites...
Friday 17 April 2026
Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED
China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...
Friday 17 April 2026
Musk's foundry push forces chipmakers to rethink customer relationships
Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...
Thursday 16 April 2026
TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...
Thursday 16 April 2026
TSMC enters 2nm mass production, scales 3nm capacity
TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
Thursday 16 April 2026
Thunder Tiger eyes LUCAS market with low-cost loitering drone
Taiwanese drone manufacturer Thunder Tiger Group is developing a domestic version of the Low-cost Unmanned Combat Attack System, or LUCAS, modeled on systems deployed by the US in...
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
Amazon cuts AI data center build time from 15 weeks to 3

Amazon is pushing to compress AI data center build times through an internal initiative known as Project Houdini, shifting...