It’s reported that TSMC will build a packaging and testing plant at the Central Taiwan Science Park’s Erlin Campus.
Masayoshi Son: Space data centers are not very meaningful; Earth’s computing power will determine the AI race.
NVIDIA targets the $200 billion humanoid robot market opportunity.
Rapidus has received an additional $943 million in investment from the Japanese government and will begin mass production of its 2nm process in 2027.
Micron invested in Anthropic and established a long-term supply partnership with HBM.
Samsung Display has received mass production certification from Apple for its foldable screen and will deliver 3 million OLED panels in 2026.
The market size for FOPLP and glass substrate packaging is projected to exceed $8.1 billion by 2030, with AI and high-performance computing being the main drivers. Counterpoint Research
It’s reported that STMicroelectronics has announced a price increase for its MCU products starting June 28 2026.
The surge in DRAM prices continues, with DDR2 prices rising by up to 60% in Q2 2026. TrendForce
