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Wednesday 11 February 2026
South Korean IC designers face year-long packaging delays
Surging demand for artificial intelligence servers and high-performance computing (HPC) has tightened capacity across the semiconductor supply chain. For many small South Korean communications...
Monday 9 February 2026
North American clients drive 2026 growth as CHPT targets quarterly gains
Taiwan-based test interface maker Chunghwa Precision Test Tech (CHPT) expects steady revenue growth through 2026, driven by rising AI ASIC orders and expanded capacity, as stronger...
Sunday 8 February 2026
Shanghai's AI chip boom powers China's homegrown computing future
In 2025, Shanghai's domestic AI chip sector surged alongside capital market activity. MetaX reported CNY740 million (US$106 million) in revenue in 2024, rising to CNY915 million in...
Thursday 5 February 2026
Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

Thursday 5 February 2026
Taiwan companies navigate supply chain gaps as India emerges as key manufacturing market
The US move to lower reciprocal tariffs on Indian goods to 18% is reshaping Taiwan manufacturers' India strategies, creating fresh opportunities in localization and import substitution...
Tuesday 3 February 2026
Shanghai fast-tracks 'Oriental IC Port,' adds fourth-gen semiconductors to roadmap

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country's leading cities, has included brain-computer...

Wednesday 28 January 2026
King Yuan Electronics recovers most stolen semiconductor test equipment, strengthens controls
King Yuan Electronics (KYEC), a leading semiconductor testing company, has recovered over 80% of stolen IC test load boards and other equipment after an internal engineer allegedly...
Friday 23 January 2026
Fiberglass crunch spurs supply scramble as CCL makers ban order changes

As AI chip package sizes continue to grow, warpage issues in IC substrates have become more pronounced. Capacity constraints for low-CTE...

Wednesday 21 January 2026
AI servers and chips push Taiwan December exports to record highs
Taiwan's Ministry of Economic Affairs (MOEA) reported on January 20, 2026, that strong demand for IC manufacturing and AI servers propelled export orders to new heights in December...
Thursday 15 January 2026
CES 2026 insights: Taiwan IC designers push beyond consumer markets
The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
Tuesday 13 January 2026
WT Microelectronics and WPG post record 2025 revenues driven by AI momentum
Leading IC distributors WT Microelectronics and WPG reported strong revenue growth in 2025, fueled by robust demand from AI and data-center sectors. WT Microelectronics posted a record...
Tuesday 6 January 2026
China accelerates semiconductor self-sufficiency through foundry M&A: updates on Hua Hong, SMIC
China's semiconductor sector is entering a new phase of domestic consolidation, as leading foundries Hua Hong Semiconductor and SMIC move to tighten control over key manufacturing...
Monday 5 January 2026
AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC distributors...

Monday 5 January 2026
Taiwan IC design industry faces intensifying G2 pressures in 2026
Taiwan's integrated circuit (IC) design sector faces intensified challenges as 2026 begins that may push its global revenue ranking to third place, largely due to competitive pressures...
Friday 2 January 2026
IC substrates and networking PCBs grow; materials and equipment face shortages
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...