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2026-04-27

[News] TSMC 3nm Monthly Capacity May Hit 180K Wafers by 2026, Up Over 40% YoY on AI Demand

TSMC is accelerating its advanced-node capacity expansion. According to Economic Daily News, citing supply chain sources, its Taiwan-based 3nm fabs were originally expected to reach a monthly capacity of 150,000 wafers by the end of 2026, but this is now projected to increase to 180,000 wafers, abou...

2026-04-27

[News] Samsung’s May Strike Seen Disrupting Up to 4% of DRAM Output, With Weeks-Long Recovery Risk

As global memory supply remains extremely tight amid the AI boom, Samsung’s looming large-scale strike is seen as further intensifying the strain. According to South Korean media outlets News1 and The Dong-A Ilbo, citing analysts, disruptions could reach 3–4% for DRAM and 2–3% for NAND, based ...

2026-04-27

[Sponsored Content] OpenClaw’s Popularity Ignites the AI Agent Trend: Advantech and D8AI Join Forces to Lower Barriers and Accelerate Enterprise Adoption

The open-source AI assistant OpenClaw—popularly known as "Lobster"—has recently sparked a craze across the internet, with users rushing to "raise" their own AI Agents. Simultaneously, at the GTC conference, NVIDIA CEO Jensen Huang unveiled NemoClaw, an open-source framework for AI agents, predic...

2026-04-27

[News] New Thermal Management Breakthrough: GaN-on-Sapphire Substrate Thinned to 50μm

Recently, China-based Ziener Tech has unveiled progress in sapphire substrate thinning, announcing that it has successfully reduced the substrate thickness of its 8-inch GaN-on-sapphire wafers to 50μm. In practical applications, heat dissipation has long been a key bottleneck limiting GaN device...

2026-04-27

[News] MicroLED Gains Focus as Seoul Semiconductor Plans $180M AR Investment, Aledia Reports Breakthrough

Amid mounting margin pressure and slowing growth in the LED industry, players are moving beyond traditional segments in search of new momentum, with MicroLED emerging as a key focus. According to MicroLED-info, Seoul Semiconductor plans to invest KRW 250 billion (around $180 million) over the next f...

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