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    UK opens up more to China as international academic collab shifts
    Jul 22, 18:36
    Commentary: Intel must prove AI demand can turn into deliverable capacity
    Jul 22, 18:35
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    Jul 22, 18:22
    US auto industry races to replace China-linked connected vehicle hardware and software
    Jul 22, 18:18
    NEWS TAGGED GLOBALWAFERS
    Monday 20 July 2026
    Micron's 10-year deal with GlobalWafers signals tighter 12-inch supply

    Rising demand for AI data centers and high-bandwidth memory (HBM) is pushing semiconductor competition further upstream into silicon...

    Friday 10 July 2026
    GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs
    GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI),...
    Thursday 9 July 2026
    GlobalWafers says wafer demand is improving as chip cycle heals
    GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
    Wednesday 27 May 2026
    GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition
    The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players...
    Tuesday 26 May 2026
    GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch
    Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing...
    Tuesday 26 May 2026
    GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
    GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...
    Tuesday 26 May 2026
    TSMC promises faster bonus growth in 2026 after employees threaten Samsung-style strike
    Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while...
    Thursday 14 May 2026
    GlobalWafers gains SBTi approval for 1.5°C-aligned emissions cuts and net-zero plan
    GlobalWafers announced that its greenhouse gas reduction targets passed review by the Science Based Targets initiative, signaling the wafer maker has aligned its decarbonization pathway...
    Wednesday 6 May 2026
    GlobalWafers reports weaker quarter as expansion weighs on margins

    GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

    Wednesday 6 May 2026
    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...
    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Friday 10 April 2026
    GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
    GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...
    Friday 13 March 2026
    GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue
    GlobalWafers chairman Doris Hsu said rising adoption of artificial intelligence (AI) and high-performance computing (HPC) is sustaining long-term demand for advanced 12-inch silicon...
    Tuesday 10 March 2026
    SAS Group leverages semiconductor and energy synergy from space tech to net zero
    Amid a global supply chain restructuring and energy transition, Sino-American Silicon Products (SAS) has expanded into three major sectors: semiconductors, automotive electronic components,...
    Thursday 22 January 2026
    GlobalWafers' Texas plant holds six-phase expansion potential
    GlobalWafers chairwoman Doris Hsu said in a January 21, 2026, media interview that with easing inflation pressures and some central bank policy adjustments, the global economy is experiencing...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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