Amid mounting capacity constraints and a widening shift among leading AI players to diversify their supply chains, Intel is emerging as a key beneficiary. Reuters and The Bull.com, citing The Information, report that Google has tapped Intel to manufacture more than 3 million TPUs in 2028, while NVID...

While Nikon has lost ground in lithography competition with ASML, the Japanese equipment maker is stepping up efforts to diversify into emerging opportunities. According to a company press release, Nikon is targeting the panel-level packaging market through a new high-productivity digital lithograph...

The standoff between Japan and China over critical materials and rare earths shows no sign of easing. According to Kyodo News, citing data from China’s General Administration of Customs, exports of tungsten carbide and tungsten powder from China to Japan dropped to zero between February and April....

Rising automotive memory prices are starting to ripple through China's auto market. According to IThome, citing CCTV News, more than 10 Chinese new-energy vehicle makers have recently raised vehicle prices or scaled back discounts, typically by RMB 2,000 to RMB 6,000. The latest round of price adjus...

Apple's annual Worldwide Developers Conference (WWDC) is set to kick off on June 9. According to Commercial Times, beyond updates to Apple Intelligence, Siri, and macOS 27, market attention is focused on whether a next-generation Mac Studio powered by Apple's M5 Ultra chip will also make an appearan...