AI chips

Industry & Markets

Commerce stalls export licences for SK hynix’s Chinese NAND plant

SK hynix cannot get US-made equipment into its Dalian NAND plant, which clouds the funding for a $45B New York build.

A New York diamond bet targets heat inside AI packages

A Carnegie Mellon spin-out lands a physical AI customer

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Fabs & Manufacturing

A packaging plant in Gwangju gets three times its budget

Taiwan moves chip smuggling from permits to prosecution
News

Taiwan moves chip smuggling from permits to prosecution

Industry & Markets

TSMC lifts its 2026 growth outlook to 44 percent

Industry & Markets

ASE packaging revenue tops NT$200B in a record quarter

Fabs & Manufacturing

Fab tool spending heads for $227B by 2029

AI Silicon

Nvidia’s China accelerator share slips to a third

AI Silicon

Microsoft puts its third AI chip on TSMC’s newest node

Processors

AMD’s Lisa Su visits Samsung with HBM4 supply on the table

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