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Friday 13 February 2026
Shihlin Electric expands in North America as orders extend to 2030

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

Friday 13 February 2026
Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries
Stellantis NV has officially abandoned plans to build two lithium battery gigafactories in Kaiserslautern, Germany, and Termoli, Italy, the company's CEO, Antonio Filosa, said, following...
Friday 13 February 2026
Quanta boosts Thailand investment to expand AI server capacity
Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing...
Friday 13 February 2026
Tesla adopts wait-and-see stance in Taiwan after US tariff deal
Tesla Taiwan reiterated that prices for models imported from the US will not be adjusted until Taiwanese government regulations are clarified and confirmed. It said there are no current...
Friday 13 February 2026
SK Hynix reportedly begins equipment orders for Cheongju HBM packaging line amid AI-driven capacity race
SK Hynix has started placing initial equipment orders to convert an idle Cheongju fab into a high-bandwidth memory (HBM) packaging and testing line, according to ET News,...
Friday 13 February 2026
Display makers exit old LCD plants as chipmakers hunt cleanrooms
Due to low production efficiency and intense price competition, major panel makers like AUO, Innolux, and LG Display are selling older LCD factories. Semiconductor companies such as...
Friday 13 February 2026
Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources...
Friday 13 February 2026
Samsung said to gain 8nm orders in Europe as 2nm plan advances

Samsung Electronics is said to be expanding its 8nm foundry customer base into Europe following earlier contract wins in the US and Ja...

Friday 13 February 2026
E-glass capacity cuts trigger production shifts for Taiwan CCL makers
The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth, where significant capacity...
Thursday 12 February 2026
HBM4 first-mover fog: Samsung and Micron duel for supremacy amid Nvidia supply tension
Samsung Electronics has officially commenced the mass production and commercial shipment of its HBM4 memory, marking a pivotal moment in the global semiconductor landscape.
Thursday 12 February 2026
Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy
Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies...
Thursday 12 February 2026
Global Mixed-Mode's DDR5 PMIC push signals tighter memory supply and margin focus
Global Mixed-Mode Technology said it is expanding its DDR5 power management IC (PMIC) portfolio and prioritizing production for high-bandwidth memory (HBM), while warning that rising...
Thursday 12 February 2026
Micron begins high-volume HBM4 shipments as supply stays tight and capex rises
Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...
Thursday 12 February 2026
Young Optics narrows losses as it shifts toward AI-focused products

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

Thursday 12 February 2026
Samsung weighs Europe chip expansion after Intel retreat opens German window

Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...