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Tuesday 19 May 2026
Digital camera comeback exposes optical supply-chain talent and capacity gap
Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...
Tuesday 19 May 2026
Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge
Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced...
Tuesday 19 May 2026
Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...
Tuesday 19 May 2026
China's display boom fuels push for materials independence
As China cements its position as the world's largest producer of display panels, the country is now pushing deeper into one of the industry's most strategically sensitive areas: substrate...
Monday 18 May 2026
Hiwin doubles robotics revenue share in 1Q26 on semiconductor automation demand
Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as...
Monday 18 May 2026
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers...

Monday 18 May 2026
TSMC's Japan fab signals a turning point for overseas manufacturing

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone...

Monday 18 May 2026
AMEC-SMIC: China's chip-equipment push moves from trials to scale
China's semiconductor equipment localization campaign is entering a more demanding phase, shifting from proving that domestic alternatives can work to showing they can meet the reliability,...
Monday 18 May 2026
Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up
Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying...
Monday 18 May 2026
Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals
Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The...
Monday 18 May 2026
As AI redraws chip industry, TSMC faces its first real rivals
The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial...
Monday 18 May 2026
Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing
Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production...
Monday 18 May 2026
Lotes holds prices to gain share as server and AI connectors drive record revenue
Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that...
Monday 18 May 2026
Nvidia GB300 drives AI server boom as Vera Rubin ramp approaches third quarter
Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third...
Monday 18 May 2026
TSMC CoWoS yields top 98% as capacity expands
Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI...