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Friday 15 May 2026
Commentary: The Thucydides trap and TSMC's COUPE
On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...
Friday 15 May 2026
Samsung shields chip lines as union sticks to strike plan

Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks...

Friday 15 May 2026
Ability Enterprise targets AI and automation growth after strong first-quarter results
Ability Enterprise has said it expects continued revenue and profit growth through 2028 as the company expands beyond traditional imaging products into AI edge computing, robotics,...
Friday 15 May 2026
Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...
Friday 15 May 2026
Maserati turns to Huawei as China's EV power expands into luxury cars
In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...
Friday 15 May 2026
Metalens technology reaches key turning point, as DUV, DLW, NIL processes compete for advantage
Metalens technology is now moving from proofs-of-concept toward targeted applications in smart glasses and machine vision, as its extreme thinness makes it well-suited for use cases...
Friday 15 May 2026
Samsung strike risk lifts memory spot prices as supply risks mount

Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South...

Friday 15 May 2026
Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth...
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
Faster AI servers drive a shift to advanced PCB technologies
The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers...
Friday 15 May 2026
Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter...
Friday 15 May 2026
Analysis: Why hackers target Foxconn—the blueprint economy that puts every smart factory at risk
Foxconn confirmed a cyberattack on some of its North American facilities on May 12. Affected plants continued normal production, the company said, while its cybersecurity team activated...
Thursday 14 May 2026
TSMC expands CoWoS and SoIC capacity on AI boom
TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities...
Thursday 14 May 2026
TSMC symposium spotlights AI expansion, advanced packaging demand
TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data...
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...