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Thursday 7 May 2026
SEMI reports stronger wafer shipments with global implications
The SEMI Silicon Manufacturers Group reported a 13.1% year-over-year rise in global silicon wafer shipment area to 3,275 million square inches in the first quarter of 2026, signaling...
Thursday 7 May 2026
SpaceX targets AI chip independence with US$119 billion Texas Terafab
Elon Musk is rapidly expanding his ambitions beyond rockets and electric vehicles (EVs), positioning SpaceX at the center of a vertically integrated artificial intelligence (AI) infrastructure...
Thursday 7 May 2026
South Korea's US$344.3 million push to localize power chips
South Korea plans to provide KRW500 billion (US$344.3 million) in state funding for a large-scale research and development project aimed at localizing next-generation power semiconductors,...
Thursday 7 May 2026
Msscorps posts first-quarter loss as it pivots into silicon photonics inspection
Msscorps reported consolidated revenue of NT$579 million (US$18.46 million) in the first quarter of 2026, up 24.54% year-on-year and a record for the period, but still recorded a net...
Thursday 7 May 2026
From chips to telecoms, South Korea faces an AI-era labor reckoning
Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...
Thursday 7 May 2026
Intel shifts data center chip packaging to Vietnam and expands EMIB advanced packaging integration
Intel is relocating a data center chip production line from Costa Rica to its Vietnam facility. The move, flagged in a Saigon Hi-Tech Park management board report to the Ho Chi Minh...
Thursday 7 May 2026
Transcom sees overseas defense orders drive revenue and production into 2026
Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
Thursday 7 May 2026
Commentary: Why Apple's Intel and Samsung talks remain preliminary—and what that means for TSMC
A year of Intel-Apple negotiations and recent Samsung chatter amount to familiar supply-chain posturing—and TSMC's technical advantages remain unbeatable.
Thursday 7 May 2026
Intel targets entry-level advanced packaging, draws interest from Google and Amazon
Over the past decade, market assessments of Intel have largely been confined to a single lens: execution in advanced process technology. By that metric, Intel has struggled, with delays...
Wednesday 6 May 2026
Nvidia, AMD expand in Taiwan as US touts strategic ties at SelectUSA Summit
Taiwan's Ministry of Economic Affairs (MOEA) said its A+ Industrial Innovation R&D Program has helped attract Nvidia to invest in Taiwan and set up an overseas headquarters in...
Wednesday 6 May 2026
VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...
Wednesday 6 May 2026
AEM CEO says AI upends semiconductor testing
Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing,...
Wednesday 6 May 2026
SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing...
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...