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    Taiwan central bank keeps rates unchanged as inflation stays contained
    3min ago
    A 4-1 board vote has split Tata Sons from the charity that owns two-thirds of it
    4min ago
    Taiwan central bank warns market stability hinges on AI monetization
    6min ago
    Global chipmakers answer India's pitch with equipment, materials, and R&D — not fabs
    9min ago
    Resonac develops 12-inch SiC substrate to target AI and EV demand
    Sep 17, 18:14
    High-end GPUs may be slowing China’s AI compute expansion
    Sep 17, 18:14
    2026 smartphone SoC battle centers on NPU as vendors boost cores and memory for agentic AI
    Sep 17, 18:14
    LGES and Samsung SDI ESS orders reportedly fill two years of North America capacity
    Sep 17, 18:14
    Analysis: China's 15th five-year plan spotlights diamond materials for AI cooling
    Sep 17, 18:14
    NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
    Wednesday 16 September 2026
    As AI data centers hit a transmission wall, GlobalFoundries pushes into silicon photonics
    At the China International Optoelectronics Expo (CIOE), a palm-sized metal transceiver represents the shift from copper to light in data center infrastructure, one of the biggest transformations...
    Tuesday 15 September 2026
    Murata considers bigger MLCC expansion as AI server demand extends beyond 2028

    Murata Manufacturing is considering a new, potentially larger expansion of multilayer ceramic capacitor (MLCC) capacity beyond its existing...

    Tuesday 15 September 2026
    AI servers are eating MLCC capacity, Chinese suppliers are taking what's left

    AI servers are reshaping the global multilayer ceramic capacitor (MLCC) market. Murata Manufacturing and Samsung Electro-Mechanics (SEMCO)...

    Tuesday 15 September 2026
    Interview: Corning sees CPO, glass core as new semiconductor battlegrounds

    As artificial intelligence applications accelerate, surging global semiconductor demand is pushing advanced packaging, co-packaged optics...

    Tuesday 15 September 2026
    Sivers Semiconductors positions laser arrays as solution to copper's limits

    At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

    Tuesday 15 September 2026
    AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
    Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...
    Tuesday 15 September 2026
    Chinese chip tools reach 35% of equipment installed at local fabs
    Chinese-made semiconductor equipment accounted for roughly 35% of tools installed at fabs in China in 2025, up from about 25% a year earlier, as domestic suppliers gain ground in key...
    Tuesday 15 September 2026
    Inside CIOE: takeaways from China's biggest optoelectronics show
    Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...
    Tuesday 15 September 2026
    Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
    PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
    Tuesday 15 September 2026
    Exclusive: China's 8-inch SiC suppliers turn to pricing discipline after 6-inch price war

    As the silicon carbide (SiC) industry shifts from 6-inch to 8-inch wafer manufacturing, leading China-based substrate suppliers are...

    Monday 14 September 2026
    STMicro lead times top 1 year, boosting Taiwan chip makers
    AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...
    Monday 14 September 2026
    DIGITIMES Insight: China's GaN challengers are no longer playing catch-up
    Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...
    Monday 14 September 2026
    Samsung, Qualcomm deepen 2nm talks as pricing and yield hurdles persist
    Samsung Electronics and Qualcomm are expanding discussions over 2nm foundry cooperation, with pricing, yield, and process optimization still unresolved as Samsung seeks to regain a...
    Monday 14 September 2026
    A Taiwan PCB maker's China affiliate is worth three times its parent — the parent just bought more of it

    UK-based investment firm Palliser Capital announced on September 9 that following several months of constructive dialogue with the management...

    Monday 14 September 2026
    Renesas readies second price hike amid stronger power-chip demand

    Renesas Electronics is reportedly preparing a second product price increase this year, with new pricing set to take effect January 1,...

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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
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