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Wednesday 30 September 2026
VSMC bets on value over cost as Singapore fab builds next-generation R&D and IP capabilities
VisionPower Semiconductor Manufacturing Company (VSMC), the joint venture between Vanguard International Semiconductor (VIS) and NXP Semiconductors, opened its 12-inch wafer fab in...
Wednesday 30 September 2026
Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom
As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group...
Wednesday 30 September 2026
Foundry 2.0 revenue hits record as growth spreads beyond TSMC
Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center...
Wednesday 30 September 2026
Linde secures Sanand land as global materials suppliers race to localize for India's first fabs
India's chip push is drawing the materials layer of the supply chain onshore. With Tata Electronics' Dholera fab and a cluster of packaging plants in Sanand under way, suppliers of...
Wednesday 30 September 2026
Samsung expects HPC to account for 66% of foundry business by 2029
Samsung Electronics expects high-performance computing (HPC) to account for 66% of its foundry business by 2029, up from 28% currently, as the company shifts its contract chipmaking...
Wednesday 30 September 2026
India bars Semicon 2.0 chip plants from selling or mortgaging assets before full production
India has barred semiconductor projects approved under its Semicon 2.0 program from selling, disposing of, or mortgaging project assets until commercial production of the entire project...
Wednesday 30 September 2026
TSMC reportedly evaluates Texas fabs as US regional competition intensifies
TSMC is reportedly evaluating whether to build a second US manufacturing hub in Texas, potentially housing up to 6 advanced wafer fabs, as its US footprint continues to expand. The...
Wednesday 30 September 2026
Grand Pacific Petrochemical, Air Water join forces to expand Taiwan semiconductor materials business
Taiwan-based chemical manufacturer Grand Pacific Petrochemical (GPPC) is optimizing its core business while actively expanding into high-tech and semiconductor materials-related industries,...
Wednesday 30 September 2026
Memory shortage pushes TV semiconductors above panel costs

A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs...

Wednesday 30 September 2026
Commentary: Garmin returns to OLED, putting Micro LED on notice
Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display...
Wednesday 30 September 2026
GlobalFoundries Singapore capacity utilization tops 90% as silicon photonics expansion hits equipment lead-time bottleneck
GlobalFoundries (GF) is expanding its Singapore footprint following its acquisition of local silicon photonics foundry Advanced Micro Foundry (AMF), integrating 200mm and 300mm silicon...
Wednesday 30 September 2026
Rare earths loom over US-China trade truce
The US-China trade truce was extended after last week's Trump-Xi summit, but China's dominance of rare-earth supply chains remains a key pressure point as Washington tries to stabilize...
Tuesday 29 September 2026
SoftBank subsidiary Saimemory taps Shinko to bring ZAM closer to commercialization
Saimemory, a SoftBank subsidiary, has brought Shinko Electric Industries into its effort to commercialize Z-Angle Memory (ZAM), adding packaging-substrate, high-density integration...
Tuesday 29 September 2026
In global semiconductor race, Singapore bets on critical, mature technologies
Amid the ongoing restructuring of the global semiconductor supply chain, Singapore is focusing on advanced packaging, heterogeneous integration, silicon photonics, and optical interconnects,...
Tuesday 29 September 2026
Column: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in it
Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with...