TSMC: Advanced packaging capacity is extremely tight.
OpenAI has once again abandoned its “Stargate” project in Norway; Microsoft has taken over and gained computing power from 30,000 NVIDIA chips.
Stellantis has signed a five-year partnership agreement with Microsoft to jointly develop AI.
The potential blockade of the Strait of Hormuz has triggered panic in South Korean semiconductor industry, which is heavily reliant on the Middle East for eight key raw materials.
OpenAI plans to spend $20 billion to acquire Cerebras chips and a stake in the company.
UMC issued a price increase notice of a rise in wafer foundry prices in H2 2026.
INTEL poached Shawn Han, a senior executive from Samsung, to aggressively expand its presence in the wafer foundry market.
China Mobile was the first to release a single-channel 40G Ethernet physical layer technology framework.
South Korea and the EU finalize the text of the South Korea-EU Digital Trade Agreement.






