As Toshiba moves to double HDD capacity by fiscal 2027 to capture booming AI data-center demand, it could be making another push to secure its supply chain. According to Bloomberg, the Japanese storage giant is battling Seagate for TDK’s magnetic-head business, a critical component for ramping HDD...

．TV Entering the fourth quarter, panel makers are facing mounting cost pressure as prices for upstream components rise across the board. With TV panels currently the only one of the three major applications generating stable profits, higher costs could erode TV panel margins and weigh on overal...

Rising memory prices and tight supply are driving record results for Taiwan’s two major memory makers. According to Commercial Times, Nanya Technology and Winbond Electronics both posted record September revenue, extending a streak of more than 12 consecutive months of record monthly sales, while ...

As Intel, TSMC, Samsung and other chipmakers accelerate their push into silicon photonics, the technology has gained its first industry-wide reliability standard. In early October, JEDEC unveiled JESD264, establishing qualification and reliability requirements for silicon photonics (SiPh) devices. ...

The flagship mobile chip race is entering the 2nm era, with on-device AI emerging as a key battleground. According to ijiwei, Qualcomm, Apple, and MediaTek all unveiled TSMC-made 2nm processors in September 2026, marking the industry’s shift to GAA nanosheet transistors. While all three are puttin...