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NEWS TAGGED 2028
Thursday 16 July 2026
ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
Wednesday 15 July 2026
Global semiconductor equipment sales set to hit record US$165.9B in 2026
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association...
Tuesday 14 July 2026
AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects...

Sunday 12 July 2026
InP supply crunch leaves South Korea exposed
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future...
Sunday 12 July 2026
Porsche warns China luxury car demand remains weak, product gap may extend to 2028
German luxury carmaker Porsche reported global deliveries of 122,300 vehicles in the first half of 2026, down 16% from a year earlier, with sales in the China market remaining weak...
Friday 10 July 2026
Insight: TSMC's 2nm lead widens, Intel 14A slips beyond 2030, Samsung 4nm fills on HBM4 demand

Samsung Electronics' preliminary earnings have shaken financial markets. Drawing on a report from a US brokerage, DIGITIMES Intelligence...

Wednesday 8 July 2026
ThinTech Materials Technology eyes FOPLP gains, BNCT growth through 2028

ThinTech Materials Technology (TTMC) is currently the only supplier with technology transfer recognition approved for FOPLP metal substrates...

Wednesday 8 July 2026
Onsemi sells two fabs to cut costs and sharpen power chip focus

Onsemi is selling two manufacturing facilities in the Philippines and the US to cut fixed costs, streamline its global production network...

Monday 6 July 2026
LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare...

Thursday 2 July 2026
PlayStation to end physical game discs for new releases from 2028
In a blog post on July 1, Sony Interactive Entertainment (SIE) said it will stop producing physical discs for all new games released on PlayStation consoles beginning in January 2028,...
Thursday 2 July 2026
Cloud AI squeezes 2nm capacity, pressuring mobile SoCs

Mobile system-on-chip (SoC) vendors are collectively upgrading flagship platforms to 2nm in 2026. Beyond the need for better specifications,...

Thursday 2 July 2026
Taiwan eyes 2028 carbon trading market launch, but experts warn of risks and timing

Taiwan plans to launch an emissions trading system (ETS) in 2028 as the next phase of its carbon pricing framework — a cap-and-trade...

Wednesday 1 July 2026
Taiwan starts collecting carbon fee, with highest amount from semiconductor firms

Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories...

Monday 29 June 2026
Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
Saturday 27 June 2026
Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity
Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could...