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South Korea discusses accelerated semiconductor capacity investment with Samsung and SK Hynix

ASML capacity plan highlights the physical bottleneck behind AI demand

Sourceability warns of longer semiconductor lead times and price pressure

China’s factory recovery is increasingly concentrated in AI-related exports

AI hardware demand redraws Asian air-cargo routes toward Malaysia, Vietnam and Singapore

SK Telecom plans AI data-centre capacity of up to 15 GW

South Korean groups commit $195 billion to AI, robotics and advanced manufacturing

AI data-centre demand pushes memory-chip costs into consumer product pricing

NVIDIA-backed factory upgrade expands AI-component manufacturing in Texas

Micron backs domestic silicon-wafer capacity with financing and a ten-year agreement

NVIDIA chip scarcity drives black-market price escalation in China

EU Joins Pax Silica to Reduce Dependence on Chinese AI Supply Chains

Senior Director, Supply Planning — Networking Products

EVENT: TSMC releases June monthly sales

Semiconductor revenue signals must be separated from usable capacity

AI chip demand must be planned through tool capacity, not headline demand

STMicroelectronics: AI infrastructure demand is reshaping semiconductor capacity allocation

Chipflation is becoming a cross-industry planning constraint

AI infrastructure growth depends on physical logistics capacity

Resilience Planning Requires More Than Crisis Awareness