Microsoft’s Plan to Triple Data Centres by 2032 Secures Long-Term Demand for HBM and Foundry Giants
Microsoft has announced plans to aggressively expand its data center infrastructure globally, aiming to triple its current capacity by 2032.
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Arm Expands CSS and Total Design to Target AI Infrastructure and Robotics
Arm introduced three new solutions at its 'Arm Everywhere China' event in Shanghai: Arm CSS for Mobile 2, Arm Neoverse…
Samsung’s High-NA EUV DRAM Roadmap: Why It Is Accelerating Mass Production to 2028
Samsung Electronics and ASML announced an expanded strategic collaboration to introduce high-numerical aperture (NA) EUV lithography for DRAM mass production…
Samsung Targets 40% HBM Share and Foundry Profitability via Integrated AI Nodes
Analysts project Samsung Electronics' High Bandwidth Memory (HBM) market share to approach 40% in Q4 2026, up from 33% in…
ASML’s Hyper-NA EUV Roadmap Pushes Japan’s Semiconductor Supply Chain to Align on Standards
ASML announced its lithography technology roadmap, detailing the progression from current 0.33 NA (numerical aperture) EUV systems to 0.55 High-NA,…
SanDisk’s HBF Halves GPU Requirements for AI Inference by Outperforming HBM Capacity
SanDisk is advancing High Bandwidth Flash (HBF) memory, which stacks NAND flash silicon dies, as a high-capacity, lower-cost, and lower-power…
MediaTek’s August Revenue Surge: Why Nvidia’s $3.5B Bet Precedes the 2nm Dimensity Launch
Taiwanese IC design leader MediaTek reported a record-breaking NT$64.183 billion (approximately US$1.99 billion) in consolidated revenue for August 2026, marking…
China’s AI Chip Price Surge: How the HBM Shortage is Reshaping Domestic Hardware Tariffs
Amid tightening US export controls, Chinese AI chip companies are increasingly relying on grey markets for advanced High Bandwidth Memory…
Apple’s Foldable iPhone Launch: A 10M-Unit Windfall for East Asian Display and Material Suppliers
Apple is widely expected to unveil its first foldable iPhone, possibly named 'iPhone Ultra,' at its product announcement event on…
Hanmi’s Chairman Bought $52.7M in Personal Shares as HBM Bonder Demand Surges
Hanmi Semiconductor Chairman Kwak Dong-shin announced an additional personal share acquisition of 700 million Won, bringing his total personal investment…
Wistron Commits $209M to Texas and Vietnam as AI Server Orders Drive Record August Revenue
Wistron reported a record NT$460.07 billion (US$14.4 billion) in consolidated revenue for August, up 49.3% month-on-month and 166% year-on-year, driven…
Delta’s Record August Revenue: Why AI Server Power Supplies Are Constraining GPU Deployments
Delta Electronics' August consolidated revenue reached TWD 64.586 billion, a 34.9% year-over-year increase, while Lite-On Technology hit TWD 19.6 billion,…
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