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Friday 27 March 2026
TSMC prioritises AI, core clients; 3nm capacity remains constrained
Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design...
Friday 27 March 2026
Semicon China 2026: AI efficiency fuels demand growth under Jevons paradox, AMD warns
At SEMICON China 2026, AMD VP and Head of Corporate Strategy and Partnerships Mario Morales delivered a stark warning: while the AI market is rapidly expanding toward a projected US$1.7...
Friday 27 March 2026
UPS and Applied Materials boost Taiwan semiconductor logistics with new Taoyuan hub
Targeting the growing needs of Taiwan's high-tech and semiconductor sectors, UPS has officially launched its Taoyuan International Logistics Center (TILC) with a total investment nearing...
Thursday 26 March 2026
Innos set for late April listing on TPEx, riding advanced packaging boom
Probe card automation equipment maker Innostar Service (Innos) is expected to list on the Taipei Exchange (TPEx) main board in late April 2026. With artificial intelligence (AI) applications...
Thursday 26 March 2026
Arm's self-developed chip sparks cross-industry clash, TSMC-backed GUC faces impact
Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference...
Thursday 26 March 2026
Nuvoton and Tower agree on framework to restructure joint Japanese foundry operations
Nuvoton and Tower have agreed to restructure their joint Japanese operations, a move that could reallocate fabs and services and affect global semiconductor supply chains and customer...
Thursday 26 March 2026
SEMICON China opens with focus on AI chips and advanced packaging
SEMICON China 2026 opened on March 25 in Shanghai, as the global semiconductor industry enters a new expansion cycle fueled by the rapid rise of artificial intelligence.
Thursday 26 March 2026
Samsung and SK Hynix boost China factory investments in 2025 amid memory demand surge
Samsung Electronics and SK Hynix are significantly increasing capital expenditures at their factories in China to expand chip supply and enhance profitability. According to Seoul...
Thursday 26 March 2026
China's Naura and AMEC lead China's push into advanced chip packaging
As advanced packaging pushes toward 3D integration and high-bandwidth computing, hybrid bonding has emerged as a critical battleground for semiconductor equipment makers.
Thursday 26 March 2026
Analysis: Tesla's Terafab being near Samsung's Taylor fab illustrates Musk's strategy shift
Elon Musk recently announced the launch of the "Terafab" project, selecting Austin, Texas, as its first site, with plans to build a fully integrated semiconductor supply chain covering...
Thursday 26 March 2026
Nvidia and Emerald AI partner with utilities to build grid-responsive AI data centers
Nvidia and Emerald AI said on Tuesday that they are joining forces with a group of major US power producers — including AES Corporation, Constellation Energy, Invenergy, NextEra...
Thursday 26 March 2026
SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die
SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics'...
Wednesday 25 March 2026
Yesiang pioneers regenerative filters and CaaS subscription, eyes double-digit growth in 2026
Yesiang, a global leader in advanced process micro-contamination control filters, is set to enter a double-digit revenue growth trajectory by 2026 through its innovative regenerative...
Wednesday 25 March 2026
Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and...
Wednesday 25 March 2026
ASML employees stage walkout against 1,700 job cuts
Over 1,000 employees at ASML's headquarters in Veldhoven, the Netherlands, staged a lunchtime walkout on March 24, 2026, to protest the company's plan to cut 1,700 jobs as part of...