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SAP says human-in-the-loop review is key to moving enterprise AI agents from POC to production
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jeff
Samsung foundry chief sees 2028 profit path as bonus costs mount
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jeff
Samsung Electronics’ foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea, and Chosun reported.
Micron CEO turns visa rejection into US$1 trillion milestone
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jeff
NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump
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jeff
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also outlined a strategic shift to deepen its antenna businesses and expand passive components for AI servers and high-performance computing.
CoPoS and FOPLP accelerate as Manz delivers its first 310mm electrochemical deposition equipment
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jeff
Equipment maker Manz recently announced the successful delivery of the world’s first 310mm x 310mm panel-level packaging (PLP) electrochemical deposition (ECD) mass-production tool, further expanding its footprint in advanced packaging process equipment and demonstrating integrated capabilities spanning in-house R&D, process and system integration, and mass-production deployment.
Walsin sees passive component crunch stretching into 2028 as memory shortages weigh
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Posted by
jeff
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.