Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes
Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC) plant, a move that underscores how an AI-driven scramble for the tiny components is reshaping pricing and investment across the industry.
Intel China adds day 0 support for MiniMax H3 after DeepSeek
Intel China has completed day-0 adaptation for MiniMax H3, the latest multimodal generative model from Chinese AI startup MiniMax, following its earlier support for the DeepSeek model family. The move underscores Intel’s push to capture local AI deployment opportunities in China’s growing open-source model ecosystem.
Kumamoto semiconductor production recovers, TSMC’s Japan subsidiary returns to normal operations
TSMC has announced that Japan Advanced Semiconductor Manufacturing (JASM), its subsidiary in Kikuyo, Kumamoto Prefecture, has resumed normal operations following production disruptions caused by the recent Kumamoto earthquake.
CXMT reportedly weighs second Beijing DRAM fab as Chinese cities compete for memory chip investment
China’s leading DRAM maker ChangXin Memory Technologies (CXMT) is considering building a second 12-inch memory chip fabrication plant in Beijing’s Yizhuang district while holding early-stage financing talks with entities backed by the Beijing municipal government, according to a Reuters report. The proposed project would further expand the company’s manufacturing footprint as AI-driven demand continues to tighten global memory supply.
AI’s payback math: how long can servers last?
Amazon’s second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence and cloud infrastructure pushed the company’s trailing 12-month free cash flow into negative territory for the first time since 2023.