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    European carmakers urge delay to EU battery local-content rules
    3h 19min ago
    Huawei says Ascend passed Nvidia in China as it focuses on AI systems
    3h 19min ago
    Huawei claims it has largely cut US tech reliance, but advanced chip output still depends on DUV
    3h 19min ago
    CHina's Jinai Tech backed by state, targets 2027 pilot-line launch with ambition laid upon SEA
    3h 19min ago
    Doosan makes record CCL investment, with more than half targeted at China
    3h 20min ago
    NEWS TAGGED CAPACITY EXPANSION
    Wednesday 7 October 2026
    Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
    Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
    Wednesday 7 October 2026
    Robots still can't build Nvidia's AI servers as well as people can
    AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...
    Tuesday 6 October 2026
    TSMC expansion pushes Da Yi Cheng Technology's orders over NT$10 billion, visibility through 2028
    Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical...
    Monday 5 October 2026
    Cheap SiC substrates ignite demand wave, reshape ecosystem
    Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half...
    Friday 2 October 2026
    Micron expands global fabs, calls on Taiwanese suppliers to go overseas
    AI-driven memory demand is surging, and Micron has recently accelerated capacity expansion across multiple regions worldwide, including Taiwan, the US, Japan, Singapore, and India...
    Wednesday 30 September 2026
    ASE Technology buys Singapore factory for AI chip testing expansion
    ASE Technology Holding's Singapore unit has approved the purchase of a factory in Yishun Industrial Park from Dutch LED maker Lumileds Singapore for about US$68.44 million, or about...
    Wednesday 30 September 2026
    NSIG chair exit brings leadership succession into focus
    National Silicon Industry Group (NSIG) chairman Haitao Jiang has resigned from all positions at the company, prompting the Shanghai-listed semiconductor materials supplier to begin...
    Wednesday 30 September 2026
    CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout
    CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector.
    Tuesday 29 September 2026
    GlobalFoundries eyes GaN expansion to challenge TSMC in AI

    GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

    Wednesday 23 September 2026
    Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

    Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first...

    Thursday 17 September 2026
    SK Hynix shifts supply chain planning for AI capex boom

    AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management...

    Thursday 17 September 2026
    DIGITIMES Insight: SiC substrate capacity expansion continued; 6-inch substrate prices expected to rebound in 2027
    DIGITIMES has observed that demand for silicon carbide (SiC) power devices has climbed rapidly in recent years as the EV market expands, triggering a massive wave of capacity expansion...
    Wednesday 16 September 2026
    Infineon exits NOR Flash with US$1.12 billion sale to Winbond, reviving Spansion name
    Winbond Electronics will buy Infineon Technologies' NOR Flash and F-RAM business for US$1.12 billion in cash and rename it Spansion, the name of the US memory pioneer whose NOR Flash...
    Friday 11 September 2026
    ASE to buy AOI, AVI equipment from Machvision for NT$334M
    ASE announced at a news briefing on September 11, 2026, that ASE's board had approved the purchase of equipment, including automated optical inspection (AOI) and automated visual inspection...
    Thursday 10 September 2026
    How AI and global expansion are reshaping semiconductor recruitment to production, tech integration
    Driven by sustained artificial intelligence (AI) demand, global semiconductor capacity expansion is accelerating. According to the 2026 Semiconductor Industry Talent Report released...
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    BIZ FOCUS
    Oct 7, 08:00
    Debate Before Decision: 7 AI Agents Reduce Crypto Market Bias
    Wednesday 7 October 2026
    Chunghwa Telecom's Simplified Modular Data Center delivers fast turnkey deployment
    Tuesday 6 October 2026
    Singapore Launches SG Semiconductor to Boost its Global Chip Role
    Tuesday 6 October 2026
    Hackathon Team Builds Trusted AI Agent for Smarter Investment Decisions