The demand for AI is significantly impacting the semiconductor industry, driving innovation in chip design, manufacturing, and packaging. This includes advancements in HBM, advanced packaging, and new materials.
Quanta Computer is expanding its AI server production in Thailand, increasing investments to meet growing demand. The initiative aims to strengthen production capacity in the artificial intelligence sector, with a focus on dedicated servers.
SK Hynix has reportedly begun ordering equipment for a new HBM (High Bandwidth Memory) packaging line in Cheongju, driven by increasing demand for high-performance memory due to AI. The expansion aims to boost HBM production capacity.
At SEMICON Korea, Samsung highlighted advancements in HBM memory with hybrid bonding technology. SK Hynix, on the other hand, emphasized the integration of artificial intelligence at the platform level, signaling a paradigm shift in the approach to t...
Samsung is reportedly increasing its 8nm chip production in Europe, while simultaneously advancing its 2nm technology. This strategic move could strengthen Samsung's position in the European semiconductor market.
According to Applied, the AI expansion is real, but it needs an increase in semiconductor manufacturing infrastructure, especially cleanrooms. Production capacity is a limiting factor.
Nvidia CEO Jensen Huang praised Foxconn's leadership in AI servers during a company sports event. The collaboration between the two companies focuses on developing advanced hardware solutions for artificial intelligence workloads.
Samsung announces the start of mass production of HBM4 memories, a world first that could redefine performance in artificial intelligence and high-performance computing. This move consolidates Samsung's position in the high-speed memory market.
Tariff shifts and supply-chain realignments are positioning Taiwan as the leading supplier of PCBs (Printed Circuit Boards) to the United States. This transformation is driven by geopolitical and economic factors influencing the global landscape of e...
TSMC's advanced manufacturing capabilities in the semiconductor sector are fueling profit growth in the artificial intelligence market. Other manufacturers such as SMIC, UMC, and VIS are facing increasing pressure to compete.
Taiwanese printed circuit board (PCB) manufacturers are coordinating to support the development of advanced packaging solutions in the United States. The initiative aims to strengthen the supply chain and respond to the growing demand for advanced te...
Chinese semiconductor manufacturer SMIC warns that the increasing demand for AI solutions is reshaping chip production cycles. The company announced a price increase for mature production nodes, indicating strong demand in the sector.
Taiwan's machinery industry shows signs of recovery, supported by strong demand in the artificial intelligence and semiconductor sectors. However, the machine tool sector lags behind the overall positive trend.
According to SEMI, silicio wafer shipments are expected to increase in 2025 due to demand for AI and HBM (High Bandwidth Memory). Despite the projected growth, overall industry revenue will remain below previous peaks. The article analyzes trends in ...
Japanese semiconductor manufacturer Rapidus plans to start mass production of 2nm chips by 2027, driven by a fourfold increase in production capacity. The company is building a new factory in Hokkaido.
TSMC supplier AblePrint anticipates a 142% revenue surge in January 2026, driven by strong demand for advanced packaging services for AI chips. The growth reflects the increasing importance of packaging in the semiconductor industry.
ByteDance, the owner of TikTok, is reportedly in talks with Samsung for the development of custom chips. This move could be a response to US restrictions on access to Nvidia GPUs, which are crucial for training AI models.
The increasing demand for artificial intelligence applications is accelerating the convergence of photonics and semiconductor technologies. The APE 2026 event will showcase the latest innovations in this field, crucial for developing more efficient a...
The memory market is poised to benefit significantly from the growth of artificial intelligence. Forecasts indicate that revenues will reach $551 billion by 2026, driven by strong demand from data centers. This figure is twice the revenue expected fo...
SK Hynix is preparing to ship HBM4 memory for Nvidia's next-generation GPUs, codenamed Vera Rubin. This announcement highlights the ongoing competition in the high-bandwidth memory sector, crucial for accelerating artificial intelligence and high-per...
Taiwanese giant TSMC reported a 36.8% sales increase in January 2026, driven by strong demand for chips for artificial intelligence applications. This highlights the exponential growth of the AI market and TSMC's key role in its supply chain.
Panjit anticipates rapid growth in the power semiconductor market for AI data centers, driven by its hot-swap technology. The company aims to meet the increasing demand for efficient and reliable power solutions for artificial intelligence systems.
Amkor forecasts strong growth in 2025, driven by advanced packaging and increasing investments in the artificial intelligence sector. The company is enhancing its capabilities to meet the demand for increasingly sophisticated packaging solutions requ...
According to DIGITIMES, Intel and AMD are strengthening their presence in the AI PC market. Qualcomm, while offering valid solutions, faces greater difficulties in enterprise adoption. Competition in the sector is intensifying, with significant impli...
MediaTek is preparing to adopt TSMC's 2nm and A14 processes, with a focus on increasing computing power for artificial intelligence. This strategic move aims to position MediaTek as a leader in high-performance chips for AI applications.
Tower Semiconductor and Nvidia are collaborating to develop 1.6T optical modules aimed at improving the performance of AI data center networks. This technology promises to significantly accelerate data transfer, which is crucial for artificial intell...
Elon Musk signals potential bottlenecks in chip manufacturing, suggesting the creation of a 'TeraFab' to address growing supply challenges. The move highlights the difficulties in sourcing essential components to support the growth of his technologic...
India's annual budget is set to provide a significant boost to the artificial intelligence and semiconductor ecosystem. The initiative aims to position India as a global technology hub, with targeted investments in research and development, infrastru...
Severe blizzards in Japan are threatening the supply chains of AI chips. The situation could impact the production and distribution of essential components for the sector.
Venture capital firm Benchmark Capital has announced a $225 million investment in Cerebras Systems, a manufacturer of processors dedicated to artificial intelligence. Benchmark has been an investor in Cerebras since 2016, supporting the development o...
The increasing demand for artificial intelligence applications is having a significant impact on the server market. General-purpose server shipments are projected to increase by 10% by 2026, driven by the need for more powerful computing infrastructu...
TSMC's investment in 3nm technology in Japan signals a strengthening of technological collaboration between Taiwan and Japan. This strategic move could have significant implications for the global semiconductor supply chain and international technolo...
