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Tuesday 31 March 2026
Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...
Tuesday 31 March 2026
Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology
Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in...
Tuesday 31 March 2026
MPI probe card lead times stretch to 6 months on AI chip testing surge
Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...
Tuesday 31 March 2026
US rare earth commissions stillwater magnet line, advancing domestic supply of critical materials
US Rare Earth's commissioning of its Stillwater commercial magnet production line enables deliveries of neodymium-iron-boron magnets in the second quarter of 2026, potentially easing...
Tuesday 31 March 2026
China's EVE Energy hits record revenue in 2025, but margins come under pressure
EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...
Tuesday 31 March 2026
India approves new electronics component projects to deepen domestic supply chain
India has approved 29 additional proposals under its Electronics Component Manufacturing Scheme (ECMS), as the government steps up efforts to localize the production of critical parts...
Tuesday 31 March 2026
South Korea invests US$166 million in chip startup Rebellions

South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions,...

Tuesday 31 March 2026
LCD monitor panel prices rose as notebook panel price drop slowed in March
Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...
Tuesday 31 March 2026
DFI drives defense and automation growth amid rising edge computing demand
As edge computing moves from pilot phases to broad deployment, industrial PC vendors are shifting emphasis toward system stability, supply flexibility, and reduced long-term maintenance...
Tuesday 31 March 2026
Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
Monday 30 March 2026
Passive component maker Tai-Tech wins US client, scales Malaysia plant for AI server, EV demand

Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China...

Monday 30 March 2026
Samsung reportedly aims to begin silicon photonics mass production in 2028
Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...
Monday 30 March 2026
Samsung reportedly shifts Xi'an plant to 236-layer NAND

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

Monday 30 March 2026
China's semiconductor capacity share to reach 32% by 2030
The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
Monday 30 March 2026
Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...