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Wednesday 6 May 2026
Intel Capital leads QuantWare's US$178 million bet on hyperscale quantum computing ambitions
QuantWare's US$178 million Series B round aims to accelerate the global rollout of larger, industrial-scale quantum processors, promising hyperscale quantum compute through its VIO-40K...
Wednesday 6 May 2026
GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves
Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide...
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
VIS sees stronger growth in the AI boom and pricing power
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
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
GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix
GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers...
Wednesday 6 May 2026
India approves new semiconductor and Mini/Micro LED projects
India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and...
Wednesday 6 May 2026
GlobalFoundries turns three-continent footprint into geopolitical hedge
In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company...
Wednesday 6 May 2026
Eris Technology posts record April revenue on AI robot and server demand
Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...
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...
Wednesday 6 May 2026
GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
Wednesday 6 May 2026
Tata Electronics targets US$30B semiconductor buildout to anchor India’s manufacturing push
Tata Electronics is rapidly emerging as one of India's most ambitious bets in the global semiconductor and electronics industry, with a long-term goal of building a US$30 billion business...
Wednesday 6 May 2026
Lumentum sees explosive expansion as AI demand fuels record results
Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
Wednesday 6 May 2026
GlobalFoundries signals stronger second half despite mixed end-market demand
GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
Wednesday 6 May 2026
From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...