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AI Data-Center Demand Recasts Korea’s Battery Giants as Samsung SDI Profits, LG Energy Solution Loses

Rising U.S. demand for data-center batteries steers production toward local factories.

ON Semiconductor Lands Sineng Electric Design Win for Solar and Storage Modules

Analysts Reaffirm Apple Poised to Tap Intel to Fabricate Some Chips Starting in 2027–2028

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

Apple May Use Intel to Make Some iPhone Chips by 2028, Analysts Say

USA Rare Earth’s LCM Strikes Solvay–Arnold Supply Deal to Bolster Ex‑China Magnet Materials

Samsung Details 2nm Node, Reports Yield Gains as Crypto Miners Place Orders