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Tuesday 28 July 2026
Display industry earnings season shifts spotlight from panel prices to transformation strategies

Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

Tuesday 28 July 2026
China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a potential turning point in its effort to build a self-sufficient semiconductor...
Tuesday 28 July 2026
Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge
Generative AI is reshaping the semiconductor and electronics industries while redefining how global supply chains divide roles across design, manufacturing, infrastructure, and app...
Tuesday 28 July 2026
Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
Tuesday 28 July 2026
Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
Tuesday 28 July 2026
Apple, Micron's clash over CXMT puts White House in the middle
Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed...
Tuesday 28 July 2026
EYEQ Lab completes 200mm SiC line validation with yield above 90%

South Korean power semiconductor maker EYEQ Lab has completed mass-production validation of its dedicated 8-inch, or 200mm, silicon carbide...

Tuesday 28 July 2026
China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
Monday 27 July 2026
CXMT tops A-share market cap on IPO debut
Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
Monday 27 July 2026
WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

Monday 27 July 2026
India's Paras Defense semiconductor unit to invest in Madhya Pradesh OSAT facility
Indian defense engineering company Paras Defense and Space Technologies said its semiconductor subsidiary, Paras Semiconductors, will invest INR62 billion (approx. US$643.79 million)...
Monday 27 July 2026
Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion...

Monday 27 July 2026
Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
Monday 27 July 2026
IDMs target AI margins, boosting Taiwan power suppliers
International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...
Monday 27 July 2026
Samsung bolsters energy team as chip projects test power supply
Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion...