Micron’s 100K Wafer HBM Target: Doubling Capacity by 2026 to Challenge Samsung
Micron plans to double its High Bandwidth Memory (HBM) production capacity by the end of 2026, targeting a monthly output…
AsiaAI.FYI
Analysis
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Taiwan’s Supply Chain Is Bracing for a Record Q4 Export Surge Driven by Next-Gen AI Platforms
UBI Funds predicts strong performance for US, Taiwan, and Korean stock markets in Q4 2026, driven by NVIDIA's GB200 and…
Kintron Technology Expands Glass Substrates to Solve the AI Packaging and CPO Bottleneck
Taiwanese firm Kintron Technology is expanding its Through Glass Via (TGV) substrate and glass micro-processing technologies for AI advanced packaging…
TSMC’s 20-Fab Global Expansion: Why a Double-Sized Equipment Forecast Strains AI Supply Chains
TSMC Senior VP Jeffrey Hou revealed at SEMICON Taiwan 2026 that AI demand led to a near-doubling of equipment procurement…
$200B Samsung-Broadcom Alliance: Securing HBM and 2nm Foundry Capacity Through 2030
Samsung Electronics has announced a significant expansion of its strategic collaboration with Broadcom in AI memory and foundry technologies.
Japan’s ¥8.5T Defense Budget: AI Command Systems and Rapid Drone Acquisition on the Front Line
Japan's Ministry of Defense has submitted a record-high budget request of ¥8.89 trillion (approximately $57 billion USD) for fiscal year…
Google’s Taipei Expansion: Why Shilin Is Central to custom TPU and Infrastructure Cycles
Amin Vahdat, Google's Senior VP for AI & Infrastructure, spoke at SEMICON Taiwan 2026, outlining Google's integrated AI infrastructure from…
Nvidia’s $279B Supply Commitments: Secure Capacities for the Rubin Platform’s 70% Growth Target
NVIDIA reported Q2 FY2027 revenue of $96.22 billion, up 106% year-over-year, with data center revenue reaching $89 billion.
Japan’s ¥8.89T Defense Budget: Ministry of Defense to Fund AI Command Systems and Drones
Japan's Ministry of Defense has requested a record ¥8.89 trillion (approximately $60 billion USD) for the 2027 fiscal year, aiming…
Nvidia’s ₩4.7T MediaTek Bet: Why the GPU Giant Is Backing Taiwanese SoC Design
NVIDIA is reportedly investing 4.7 trillion Korean won (approximately $3.4 billion USD) into MediaTek, a Taiwanese chip designer.
Samsung Locks 70% of Memory Capacity to 2031, but Nvidia Still Faces Shortages
Samsung Electronics has reportedly allocated 70% of its memory production capacity through 2031 to long-term agreements (LTAs) with major tech…
Kioxia Quadrupled Q2 Sales on AI Flash Demand, Securing a Critical Non-Chinese Memory Source
Kioxia ranked 8th in global semiconductor sales for Q2 2026, marking the highest growth among the top 20 companies.
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