29
Apr
Supermicro’s new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises and cloud providers worldwide. The expansion may affect global AI deployment timelines and supply-chain choices by boosting domestic system design, manufacturing, testing, and distribution capabilities.
29
Apr
TSMC exits Arm investment with US$231 million sale
TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026. The transaction generated roughly US$174 million in retained earnings.
29
Apr
Seagate sees agentic AI beginning to lift HDD demand
Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes of unstructured data.
29
Apr
Seagate tops estimates, raises outlook on cloud, AI demand
Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and AI-related workloads.
29
Apr
Taiwan urges early quantum computing industry involvement before standards are set
Taiwan’s minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan’s industry is currently exploring how to participate in and align with international developments. He stressed that Taiwan should engage with the field before standards are finalized, leveraging its advantages in process technology and advanced packaging — both of which are key factors in quantum computer manufacturing. The country’s system integration capabilities are also crucial for practical quantum technology applications.
29
Apr
Commentary: How TSMC anchors Taiwan’s semiconductor supply chain from within
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost reduction, breaking international monopolies, and the ability to respond rapidly to disruptions, TSMC has taken multiple actions to nurture local suppliers. Notably, TSMC has played a critical role as a “supply chain stabilizer,” stepping in during key moments.
29
Apr
BYD reports steep drop in profit despite global expansion
BYD, China’s largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market volatility weighed on earnings even as the company continued to expand overseas.
29
Apr
Automotive and networking chips move directly to 2nm as AI demand tightens capacity
Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers compete for limited capacity.
29
Apr
Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia, Qualcomm, and Tesla adopt LPDDR in next-generation processors, according to Chosun Biz.
29
Apr
US escalates chip war, targets Hua Hong’s 7nm ambitions just ahead of Trump-Xi Summit
The US Department of Commerce (DOC) has reportedly issued “is-informed” letters to several major wafer fab equipment (WFE) manufacturers, ordering an immediate halt to tool shipments destined for Hua Hong Semiconductor, China’s second-largest foundry.