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    NEWS TAGGED IC MANUFACTURING
    Monday 5 October 2026
    AI hardware is propping up world trade, and pulling it toward East Asia and North America
    The resilience of global goods trade amid tariff escalation and an energy shock is real, but it rests on a narrow base. A breakdown of ITC Trade Map export data shows that a handful...
    Monday 5 October 2026
    TSMC, Intel named as Musk's Terafab ambitions face reality check
    As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel...
    Monday 5 October 2026
    Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
    Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure...
    Monday 5 October 2026
    Japan's strategic push to reclaim silicon supremacy with Rapidus
    In a major effort to rebuild its national semiconductor industry, Japanese contract chipmaker Rapidus plans to partner with 17 domestic and international design firms to broaden its...
    Monday 5 October 2026
    ESMT 3Q26 revenue jumps 58%, sets another record
    Elite Semiconductor Microelectronics Technology (ESMT) reported September consolidated revenue of NT$7.461 billion (approx. US$234 million), up 470.23% from NT$1.308 billion a year...
    Monday 5 October 2026
    Exclusive: A*STAR IME's Yu-chieh Chien targets next-gen SiC through 8-inch R&D, reliability gains

    Singapore is building a semiconductor R&D hub by attracting both multinational investment and overseas research talent. Dr Yu-chieh Chien,...

    Monday 5 October 2026
    TSMC emerges as potential Terafab partner as suppliers see over 80% chance of Musk deal
    Days after reports emerged that TSMC was reassessing plans for a wafer fab in Texas, Tim Culpan, a former Bloomberg columnist and founder of independent media outlet Culpium,...
    Monday 5 October 2026
    Micronex plans Sanand lead-frame plant as India expands chip packaging supply chain
    Micronex Technology plans to build a semiconductor lead-frame factory in Sanand, Gujarat, seeking to localize a packaging component as India expands its chip assembly and testing industry...
    Monday 5 October 2026
    Applied Materials, Besi broaden packaging partnership for AI chip integration
    Applied Materials and BE Semiconductor Industries (Besi) are expanding their partnership to address the increasingly complex connections between AI chips, extending joint development...
    Monday 5 October 2026
    Weekly news roundup: Musk looms large as AI chip boom drives capacity expansion and geopolitical risks
    Across the week, Taiwan-linked semiconductor groups and their partners continued expanding capacity, while AI demand, export controls, and financing structures shaped the industry...
    Monday 5 October 2026
    DIGITIMES Insight: AI data demand surges as power and cooling become new bottlenecks
    As the number of AI computing transistors integrated within a single CoWoS package rises rapidly, DIGITIMES observes that moving massive volumes of data to compute chips fast...
    Monday 5 October 2026
    Nanya Tech expands 3D OSAT to chase HBM-like demand
    Nanya Technology is stepping up investment in new factory capacity to expand packaging and testing as some customers move into trial production for specification-based designs. The...
    Monday 5 October 2026
    Podcast highlights: TSMC Texas plant talk is premature, Intel 18A hits backfiring criticism
    This excerpt from DIGITIMES analyst Luke Lin's podcast looks at TSMC's rumored Texas expansion, Intel's 14A and 18A process debate, and Qualcomm's high bandwidth compute (HBC) push...
    Monday 5 October 2026
    India roundup: India deepens its role in global technology supply chains

    India is expanding its role across semiconductors, electronics and digital services, as new investment rules, supply-chain localization and Apple...

    Saturday 3 October 2026
    Musk confirms talks with TSMC over his Texas chip factory project
    Elon Musk has confirmed that Terafab, the chipmaking venture backed by his SpaceX and Tesla, is in discussions with TSMC. The confirmation followed a report that the Taiwanese foundry...
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