Surging power demand from AI data centers is pushing South Korea to accelerate power grid expansion — and now even the country's memory giants are being pulled into the effort. According to Hankyung, Korea Electric Power Corp. (KEPCO) has reportedly proposed that Samsung Electronics and SK hynix p...

Taiwanese panel maker AUO is continuing to monetize underutilized assets while stepping up investment in advanced packaging and other higher-value technologies. According to Commercial Times, AUO announced on September 2 that it will sell its AFPD facility in Singapore and related building facilitie...

AI demand is pushing TSMC’s capacity requirements to unprecedented levels. According to Liberty Times, TSMC Senior Vice President and Co-COO Cliff Hou said he has never seen demand grow at such a rapid pace and frequency in the past 30 years. Hou illustrated the surge through TSMC’s equipment de...

While Broadcom’s near-term guidance fell slightly short of market expectations, its outlook beyond fiscal 2026 points to accelerating AI growth. The chipmaker raised its fiscal 2026 AI semiconductor revenue forecast to $58 billion from $56 billion, and expects the figure to nearly double to $115 b...

The market for Indium Phosphide (InP), a critical material in optical communications, has recently seen significant developments. Japanese chemical giant Sumitomo Chemical announced the commercial mass production of 4-inch InP epitaxial wafers, targeting JPY 10 billion in sales by the mid-2030s. ...