Solve the future +852 6264 5732 info@3unex.com
Resources

Articles & Insights

Company announcements, market intelligence and technical notes.

All Company News Market Insights Technical Notes
Nov 08, 2026

EU Launches €525 Million Chip Design Platform, with Startups Eligible for Up to €16 Million in Funding

The European Commission launched the European Chip Design Platform (EuroCDP) on November 4, committing €525 million—€440 million in direct public grants and €85 million for cloud infrastructure and open-source design tools—to help European chip design startups and SMEs. Support comes in three tiers: a unified cloud environment integrating EDA tools, IP modules, and manufacturing access, operated b
Nov 08, 2026

Sam Altman Visits Samsung: Stargate Memory Supply Moves from Letter of Intent Toward Concrete Lock-In

On October 31, OpenAI CEO Sam Altman met about 50 Samsung executives in Yongin, Korea, discussing AI's direction and business opportunities. Despite extremely tight DRAM and HBM supply, Samsung announced no new memory contracts or purchase commitments. The meeting extends a year of Stargate cooperation, including a 2025 letter of intent and Lee Jae-yong's July visit to OpenAI. Amid a memory super
Nov 08, 2026

On-Device AI Moves from Single-Point Apps to Agent Experiences: Qualcomm and Partners Demo On-Device MoE Agent at CIIE

At the 9th CIIE, Qualcomm said on-device AI is moving from single-point apps like imaging and speech recognition toward agent experiences with intent understanding and task orchestration, using an "on-device first" device-cloud approach for lower latency and better privacy. MoE models boost on-device intelligence under limited memory and power by calling only relevant expert modules. Qualcomm, wit
Nov 03, 2026

AI Agent Boom Drives Surge in Server CPU Demand, 2027 Shipments Projected to Grow Over 40%

TrendForce forecasts server CPU shipments to rise 31% in 2026 and over 40% in 2027 as AI agents drive inference demand, shifting the CPU-to-GPU/ASIC ratio from 1:8 toward 1:2 or 1:1. Intel's growth is constrained by delays and limited capacity, while AMD's share is seen reaching about 27% in 2026. Arm-based CPUs, led by AWS Graviton, NVIDIA Grace, Google Axion, and Microsoft Cobalt 100, are expect
Nov 03, 2026

Nagasaki Prefecture Unveils Semiconductor Industry Cluster Plan, Aiming for ¥1 Trillion in Industry Sales

Nagasaki Prefecture has unveiled a regional industry cluster plan focused on semiconductor manufacturing and manufacturing equipment, centered on Isahaya and Omura cities and linking local device, material, equipment, component, and metal processing companies into a supply chain. Targets include ¥70 billion in public-private equipment investment, ¥90.4 billion in added value over five years, and 1
Nov 03, 2026

Samsung Electro-Mechanics Plans MLCC Embedded Substrate Production Line in Vietnam to Expand AI Packaging Capacity

As AI chips demand higher performance and integration, advanced packaging and substrate technologies are becoming critical to semiconductor competition. Samsung Electro-Mechanics is reportedly building a new MLCC embedded substrate production line at its Vietnam factory to strengthen its position in the AI semiconductor supply chain. The company has begun planning equipment investments, is evaluat
Nov 03, 2026

Global Smartphone Sales Declined in Q1, With Only Apple and Samsung Growing, Supporting the Performance of Hon Hai and Largan

The global smartphone market declined in the first quarter of 2026 for the first time since 2023, with overall shipments down 4.1%, according to IDC. Tight memory supply and the war in Iran pushed up handset costs and restricted shipment growth. Apple and Samsung were the only top-five brands to grow, both increasing shipments by more than 3% and each holding about one-fifth of the global market,
Nov 03, 2026

AI Computing Power Demand Continues to Explode, Power Semiconductors Outperform

AI infrastructure buildout drives surging 2026 demand for power semiconductors and data center ICs. STMicroelectronics doubles its data center revenue target to US$1B as orders extend into 2027.
Nov 03, 2026

Global IC Market to Continue Rapid Growth in 2026 as Industry Inventories Fall to Three-Year Low

Global IC market to keep rapid growth in 2026 as inventories hit a three-year low. June sales hit US$134.45B (+123.6% YoY); DRAM and NAND revenues surge. Lead times normalize to 16–24 weeks.
Sep 17, 2026

New Distribution Centre Opens in Singapore

Expanding regional stock holding to shorten lead times across South-East Asia.
Page 1 of 2 Next