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Wednesday 4 February 2026
Intel CEO unveils plans to enter GPU market dominated by Nvidia
Intel is making a bold strategic push into graphics processing units (GPUs), a segment long dominated by Nvidia. According to Reuters, Intel CEO Lip-Bu Tan announced on Tuesday...
Wednesday 4 February 2026
Samsung, SK Hynix move into HBM4 as yields and policy risks loom
Samsung Electronics and SK Hynix have both secured production-ready technology for 16-layer stacks of sixth-generation high-bandwidth memory, known as HBM4, positioning the two South...
Wednesday 4 February 2026
As Boeing ramps up production, Taiwan's Nafco expands to meet rising demand

Boeing, one of the world's two largest aircraft manufacturers, recently posted stronger-than-expected earnings and signaled further increases...

Wednesday 4 February 2026
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
Wednesday 4 February 2026
Tesla's dry electrode breakthrough revives 4680 battery ambition
Tesla, a company that straddles autonomous vehicles, artificial intelligence-driven robotics, and the global energy transition, has long insisted that its future would hinge on its...
Wednesday 4 February 2026
CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
Wednesday 4 February 2026
Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...
Wednesday 4 February 2026
Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

Wednesday 4 February 2026
China leads the humanoid robot supply chain, with 2026 sales forecast to jump
Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
Wednesday 4 February 2026
South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms
South Korean panel makers are about one to two years ahead of competitors in China and Taiwan in Micro LED driving and assembly technologies, according to analysts. However, the country...
Tuesday 3 February 2026
Univacco Technology to launch Vietnam factory, targets global market competitiveness
Vacuum coating film maker Univacco Technology plans to begin mass production at its new Vietnam facility in the first half of 2027. The overseas factory is designed to take advantage...
Tuesday 3 February 2026
SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
Tuesday 3 February 2026
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
Tuesday 3 February 2026
C Sun invests NT$1.48 billion in Taichung plant to boost AI advanced packaging equipment
Semiconductor and printed circuit board (PCB) equipment maker C Sun announced plans to invest approximately NT$1.48 billion (US$46.87 million) to acquire a nearly 3,000-ping (106,750...
Tuesday 3 February 2026
Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders
Alchip, Global Unichip (GUC), and Faraday each hold unique strengths as leading ASIC design service providers. Benefiting from major US cloud service providers' (CSPs) push for in-house...