Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer ceramic capacitors, as rising AI server power requirements increase demand for the components.
US President Donald Trump has signed a proclamation creating a new incentive program that would cut import tariffs on primary aluminum for companies that invest in expanding domestic smelting capacity, marking the latest effort by the administration to boost US metals production.
China’s exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a market increasingly shaped less by demand than by Beijing’s discretion — flowing freely to most of the world, throttled to the US, and, since January, newly restricted to Japan.
Taiwan’s four largest motherboard brands have cut their 2026 shipment forecasts for a second time as memory and CPU shortages, rising component prices, and weaker upgrade demand deepen the PC market downturn, according to supply-chain sources.
Moonshot AI’s open-source large language model (LLM) Kimi K3 has surged in popularity after its launch, drawing attention across multiple model benchmarks and forcing the company to suspend new member subscriptions after a rapid influx of users strained computing capacity. A review of CEO Zhilin Yang’s March 2026 technical talk at Nvidia GTC in San Jose, California, shows K3 was not an overnight hit, but the result of months of work on model architecture and training techniques.
Samsung Electronics, SK Hynix and Micron Technology are reportedly scaling back or shelving plans to commercialize internally developed Compute Express Link (CXL) controller chips, shifting more controller work to specialist fabless suppliers while continuing to develop CXL-based memory products.
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