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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...
Monday 30 March 2026
AI optical boom forces FICG into overdrive expansion
Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
Monday 30 March 2026
Tai-Tech flags AI, auto demand as inductor price hikes loom
Taiwan-based inductor maker Tai-Tech Advanced Electronics said artificial intelligence and automotive electronics will drive growth in 2026, as rising raw material costs are setting...
Monday 30 March 2026
Thermoplastic composites see growing applications in EVs and humanoid robots
Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...
Monday 30 March 2026
AI meets reality: why physical data is the real constraint

Artificial intelligence is entering a new phase centered on agentic systems, with momentum shifting from digital environments to real-world...

Monday 30 March 2026
LS Eco Energy and Lynas aim to build a non-Chinese rare-earth supply chain
LS Eco Energy and Australia's Lynas Rare Earths have entered a strategic partnership to create an independent rare earths supply chain. This move could help global manufacturers seeking...
Monday 30 March 2026
E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production
E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support...
Monday 30 March 2026
PLI incentives drive incremental gains in India's electronics and automotive manufacturing
India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked...
Monday 30 March 2026
2026 Global Helium Supply Crisis: Strategic Implications for Semiconductor and Storage Supply Chains

The global helium market is currently facing an unprecedented supply shock, driven by geopolitical instability in the Middle East. As of March 2026, disruptions at Qatar's...

Monday 30 March 2026
Chipmakers race to secure helium as tensions disrupt supply, prices reportedly up 50%

Semiconductor manufacturers are racing to secure critical materials as Middle East tensions disrupt supply chains, with the risk of production...

Monday 30 March 2026
China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...