Samsung’s reported 900-layer V-NAND prototype puts NAND race with YMTC in focus
Huawei Tau Law series 1: How China’s chip industry is pivoting beyond Moore’s Law
Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing
Wiwynn expands US capacity as AI server boom strains power and supply chains
Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure on power supply, production capacity, and critical component availability.
AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island’s broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.
E Ink brings BMW-backed color-changing e-paper car tech to Computex 2026
E Ink will bring its BMW-backed color-changing e-paper vehicle technology to Computex 2026, showcasing the hood structure of the BMW iX3 Flow Edition in the event’s electronic paper industry zone. The display follows BMW’s unveiling of the iX3 Flow Edition at Auto China 2026 in Beijing, where the model adopted E Ink Prism technology and moved toward mass production after more than five years of E Ink development work on vehicle surface applications.
Win Semiconductors bets on optical and satellite communications growth
Samsung’s P4 HBM push could worsen DRAM crunch in 2027
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production toward higher-value AI server products.