Electronics
YMTC accelerates China’s memory expansion push with new fab capacity plans and technology upgrades
By Axel Miller | 14 Apr 2026
YMTC is expanding its NAND manufacturing capacity in Wuhan while advancing Xtacking 3D memory technology amid global semiconductor restrictions.
Tesla Explores Affordable EV Strategy as Competition Intensifies in China
By Axel Miller | 09 Apr 2026
Tesla is exploring a lower-cost electric vehicle to compete with affordable EVs from Chinese automakers and expand its global market reach.
Tesla trails rivals in India’s EV market as pricing and localisation challenges persist
By Cygnus | 08 Apr 2026
Tesla remains a niche player in India’s EV market as high import duties and lack of local manufacturing keep prices elevated.
Tesla chip strategy evolves as industry focus shifts to advanced nodes
By Axel Miller | 19 Mar 2026
Tesla continues to develop custom chips for AI and autonomous functions while partnering with advanced semiconductor foundries as the industry moves toward next‑generation process technologies.
India’s semiconductor market set for strong growth amid policy push: Deloitte
By Cygnus | 18 Mar 2026
India’s semiconductor market is expected to grow strongly, driven by policy support, rising demand, and investments from global and domestic players.
China’s No. 2 chipmaker prepares 7nm process as Beijing pushes semiconductor self-reliance
By Cygnus | 16 Mar 2026
China’s Hua Hong Semiconductor is preparing a 7nm chip process in Shanghai, expanding domestic semiconductor capabilities amid global tech competition.
India advances semiconductor push with expanded ISM roadmap
By Cygnus | 12 Mar 2026
India is expanding its semiconductor strategy under ISM as production milestones and new investments boost domestic chip capabilities.
Samsung Display CEO warns rising oil prices could lift electronics costs
By Axel Miller | 12 Mar 2026
Samsung Display CEO Chung Yi says rising oil prices could increase display manufacturing costs and pressure electronics pricing.
U.S. and Japan explore $13B display plant with Japan Display
By Cygnus | 09 Mar 2026
The U.S. and Japan are considering a $13B display factory with Japan Display as part of supply chain diversification efforts.
Applied Materials jumps 12% as AI chip demand drives strong revenue forecast
By Axel Miller | 13 Feb 2026
Applied Materials shares surge after forecasting $7.65bn in Q2 revenue, driven by strong AI chip and memory demand.
AI Chip Stocks Stumble: AMD Plunges 6% on Weak Outlook as Nvidia Selloff Deepens
By Cygnus | 04 Feb 2026
AI chip stocks stumble as AMD plunges on weak revenue outlook and Nvidia shares slide amid profit-taking and valuation fears.
SK Hynix posts record quarterly profit, sees AI driving memory chip demand
By Axel Miller | 28 Jan 2026
SK Hynix posted a record Q4 profit of $13.5 billion, driven by booming AI memory chip demand and strong pricing, while announcing a large share cancellation and U.S. expansion plans.
Micron to invest $24 billion in new Singapore memory chip plant
By Cygnus | 27 Jan 2026
Micron plans a $24 billion memory chip fab in Singapore, with NAND production slated for late 2028 and HBM packaging starting in 2027, as global AI demand soars.
Apple supplier Pegatron targets March-end completion of first U.S. factory in Texas
By Cygnus | 23 Jan 2026
Apple supplier Pegatron expects its first U.S. factory in Texas to be completed by end-March 2026, with trial production planned for late March or April.
Intel warns of AI chip supply crunch; shares slide 13% on weak Q1 2026 forecast
By Axel Miller | 23 Jan 2026
Intel shares fell 13% after hours after the chipmaker forecast weak Q1 2026 results and warned supply constraints are limiting AI data center chip shipments.
Surging Memory Chip Prices Dim Outlook for Consumer Electronics Makers
By Axel Miller | 22 Jan 2026
Rising memory chip prices driven by AI server demand are squeezing device makers, raising consumer electronics prices and dimming shipment outlook for 2026.
GlobalWafers Prepares Phase Two Expansion at Texas Wafer Plant, Chairperson Says
By Axel Miller | 21 Jan 2026
GlobalWafers is preparing a phase two expansion at its Texas silicon wafer plant, chairperson Doris Hsu said, as U.S. demand drives supply chain reshoring.
Micron to Buy Powerchip Taiwan Fab for $1.8 Billion to Fuel AI Memory Push
19 Jan 2026
Micron will buy Powerchip’s P5 fab site in Taiwan for $1.8 billion in cash, gaining 300,000 sq ft of cleanroom space to expand DRAM capacity as AI demand surges.
Taiwan positions itself as strategic AI partner to US after tariff deal
By Cygnus | 16 Jan 2026
Taiwan aims to deepen AI and semiconductor ties with the US after a tariff deal cutting rates to 15% and boosting investment plans led by TSMC.
Trump Imposes 25% Tariff on Select AI Chips to Push Domestic Production
By Axel Miller | 15 Jan 2026
Trump imposes a 25% tariff on select advanced computing chips under Section 232 to push U.S. semiconductor manufacturing, while allowing exemptions tied to domestic supply-chain buildout.
TSMC Posts Record Q4 Profit, Signals 2026 Capex Surge to Power AI Buildout
By Cygnus | 15 Jan 2026
TSMC reported record Q4 profit and raised 2026 capex guidance to $52–$56 billion as CEO C.C. Wei confirmed progress on Arizona fab expansion under its $165B U.S. plan.
AI-Driven Memory Crunch Raises Smartphone Cost Pressure; OPPO Bets on ‘Value-First’ Strategy
By Axel Miller | 14 Jan 2026
AI data centers are tightening global memory supply, raising cost pressure on smartphones in 2026. OPPO is responding with a value-first strategy focused on utility-driven AI features and service reach.
Tesla to Retire Upfront FSD Purchase, Move to Subscription-Only From Feb. 14
By Cygnus | 14 Jan 2026
Tesla will end the upfront Full Self-Driving purchase option after Feb 14, 2026, shifting new activations to a subscription-only model, Elon Musk said.
SK Hynix to Invest $13 Billion in “P&T7” Advanced Packaging Hub to Cement AI Leadership
By Cygnus | 13 Jan 2026
SK Hynix will invest 19 trillion won ($12.9B) in a new P&T7 advanced packaging hub in Cheongju to scale HBM3E and HBM4 output for AI memory demand.
Samsung Profits Triple to Record $13.8 Billion as AI Memory Supercycle Hits Full Throttle
By Axel Miller | 08 Jan 2026
Samsung Q4 profits triple to a record 20 trillion won as AI memory demand surges. HBM4 and DDR5 price hikes drive historic earnings for the tech giant.