Electronics
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.
Qualcomm explores 2nm chip production with Samsung; rekindles dual-foundry strategy
By Axel Miller | 07 Jan 2026
Qualcomm CEO Cristiano Amon confirms at CES 2026 that the company is exploring 2nm chip production with Samsung Foundry, marking a strategic return to dual-sourcing for the upcoming Snapdragon 8 Elite Gen 5.
Dell Positions India as Key Growth Engine, Revives Iconic XPS Brand for AI-PC Push
By Cygnus | 06 Jan 2026
Dell revives the XPS brand at CES 2026; focuses on India's AI-PC market with Intel Core Ultra 3 and 14.6% market share.
South Korea indicts 10 in multi-trillion won chip espionage linked to China’s CXMT
By Cygnus | 26 Dec 2025
South Korea indicts 10 for stealing Samsung's 10nm DRAM secrets for China’s CXMT. A “handwritten notebook” heist caused an estimated 5 trillion won loss.
Samsung unveils Exynos 2600: world’s first 2nm chip to power Galaxy S26
By Cygnus | 19 Dec 2025
Samsung launches Exynos 2600, the world’s first 2nm smartphone chip with 10-core CPU and AMD graphics, set to power Galaxy S26.
STMicroelectronics ships over 5 billion chips for Starlink, sees sharp growth ahead
By Cygnus | 15 Dec 2025
STMicroelectronics ships 5 billion chips for Starlink, targeting aggressive growth as user count hits 8 million. Read how the EU chipmaker is powering SpaceX’s internet constellation.
Foxconn to Invest $510 Million in New Kaohsiung Headquarters in Taiwan
By Axel Miller | 12 Dec 2025
Foxconn commits $510M to build a new 45-story headquarters in Kaohsiung’s Asia New Bay Area. The “Y15” complex will drive EV and AI innovation, with completion targeted for 2033.
Apple’s Foxconn ramps up India investment with massive iPhone campus near Bengaluru
By Cygnus | 22 May 2025
Apple’s key manufacturing partner, Foxconn, is deepening its footprint in India with a sprawling new 300-acre production campus near Bengaluru.
CCI finds Amazon and Flipkart favouring select phone makers like Samsung and Xiaomi
20 Sep 2024
The Competition Commission of India (CCI) has found e-market places Amazon and Flipkart to be colluding with select smartphone makes such as Samsung, Xiaomi and other major companies
Samsung SDI, General Motors to build $3.5 bn joint venture EV battery plant in US
30 Aug 2024
Battery and electronic materials maker Samsung SDI on Wednesday announced the signing of a joint venture agreement with US auto maker General Motors for setting up a factory
BHEL wins Rs11,000-cr order from Adani Power and its subsidiary
27 Aug 2024
State-owned electrical gear manufacturer BHEL has won a contract from Adani Power (APL) and its subsidiary Mahan Energen Limited (MEL) for setting up three Supercritical Thermal Power projects
Microsoft's Windows 10 support shutdown may result in massive e-waste, warns Canalys Research
22 Dec 2023
Microsoft Corporation is set to terminate support for its Windows 10 operating system, potentially leading to the disposal of approximately 240 million personal computers (PSs), as revealed by a study from Canalys Research.
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The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water
By Axel Miller | 28 Jan 2026
As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.
The New Airspace Economy: How Geopolitics Is Rewriting Aviation Costs in 2026
By Axel Miller | 22 Jan 2026
Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.
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India’s Oil Balancing Act: Refiners Rebuild Middle East Supply Lines as Russia Flows Disrupt
By Axel Miller | 21 Jan 2026
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Arctic Fever: How ‘Greenland Tariff’ Politics Sparked a Global Flight to Safety
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The New Oil (Part 5): Friend-Shoring, Supply Chain Fragmentation and the Cost of Resilience
By Cygnus | 19 Jan 2026
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Can magnet recycling and rare-earth-free motors reduce global dependence on strategic minerals? Part 4 explores breakthroughs, limits and timelines.
India’s Gig Economy Reset: The End of ‘10-Minute Delivery’ Hype?
By Cygnus | 14 Jan 2026
India’s quick-commerce sector is shifting away from “10-minute delivery” hype amid worker safety concerns and rising regulation. Here’s what changes—and what doesn’t.
AI Is Becoming the New Electricity Crisis: Why the Real Bottleneck Is Megawatts
By Axel Miller | 14 Jan 2026
AI is turning into an electricity crisis as data centres scale from chips to megawatts. Grid bottlenecks, copper demand and cooling limits are now the real AI constraints.
