Elon Musk's semiconductor ambitions are beginning to take shape as new details of the Terafab project emerge. According to Reuters and Houston Chronicle, the first phase will require an initial investment of $16.8 billion, well below the company's earlier $55 billion estimate. However, a May regulat...

Samsung Electronics' System LSI division may no longer remain the sole supplier of display driver ICs (DDIs) for the Galaxy S series. According to ZDNet, citing industry sources, Samsung is considering a dual-source DDI supply chain for some Galaxy S27 models and the Galaxy S28 Ultra. DDIs are chips...

Demand for advanced glass materials used in AI semiconductor packaging remains robust. According to Nikkei, Nittobo on Aug. 5 raised its consolidated net profit forecast for the fiscal year ending March 2027 to JPY 20 billion, up JPY 3 billion from its previous guidance, though still down 52% from t...

Taiwan's DRAM maker Nanya Technology is making a major long-term bet on next-generation memory manufacturing. According to Commercial Times, the company has launched a long-term investment plan for its Fab 5A, with investment for 2026–2029 capped at NT$346.6 billion (approximately US$10.7 billion)...

As Sandisk posted a blockbuster 4QFY26, with sales surging 372% YoY to $8.97 billion and gross margin reaching 84.6%, attention is shifting to its current-quarter outlook. Although revenue is projected to rise to $10.30 billion–$10.80 billion, gross margin is expected to level off at 83%–85%, re...