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NEWS TAGGED PRODUCTION

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...

Monday 18 May 2026

Ilitek eyes 2Q26 ramp for OLED TDDI and auto products

Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more...

Sunday 17 May 2026

Taiwan chipmakers quietly fill gaps left by Korea's HBM push

Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology...

Saturday 16 May 2026

China's memory push accelerates as YMTC and CXMT expand DRAM ambitions

China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven...

Friday 15 May 2026

Commentary: The Thucydides trap and TSMC's COUPE

On May 14, Xi Jinping opened his summit with Donald Trump in Beijing by invoking the Thucydides Trap — the idea that a rising power and an established hegemon are structurally...

Friday 15 May 2026

Samsung shields chip lines as union sticks to strike plan

Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook