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Sunday 19 April 2026
CFIUS kills Sanan's bid for Lumileds, adding to Chinese LED giant's mounting troubles
Chinese LED giant Sanan Optoelectronics has abandoned its US$239 million bid to acquire Lumileds, the Dutch high-end LED maker, after the deal was blocked on national-security grounds...
Sunday 19 April 2026
Corning leads glass substrate race as South Korea's KCC and LX Glass face steep challenges
Glass core substrates, valued for their low dielectric loss and warpage reduction, are key to next-generation advanced semiconductor packaging. In South Korea, traditional glass makers...
Sunday 19 April 2026
Largan eyes FAU opportunity as smartphone downgrades loom
Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds...
Sunday 19 April 2026
Kemflo strengthens water resilience for semiconductor fabs
As the global electronics and advanced semiconductor manufacturing sectors expand in 2026, the stability of semiconductor and electronics plant utilities systems has become critical...
Saturday 18 April 2026
Taiwan's E-Lead expands beyond head-up displays into full smart cockpit systems

Taiwanese automotive electronics leader E-Lead Electronic is reshaping the future of smart cockpits through a combination of deep technological...

Saturday 18 April 2026
Largan expects full capacity in 2H26; FAU customer details remain undisclosed
Leading optical lens manufacturer Largan Precision held its first-quarter 2026 earnings call on April 16, reporting consolidated revenue of NT$15.54 billion (approx. US$492.37 million)...
Friday 17 April 2026
OpenAI's HBM push signals a new AI memory arms race
A recent report by South Korea's Chosun Biz highlights how OpenAI is actively building a dedicated supply line with Samsung Electronics to secure high-bandwidth memory (HBM)...
Friday 17 April 2026
Samsung accelerates Taylor fab ramp-up amid Tesla AI chip deal
Samsung Electronics is moving ahead with the operational ramp-up of its Taylor, Texas, foundry plant, marking a key step in its push to expand advanced semiconductor manufacturing...
Friday 17 April 2026
Foxconn Industrial Internet surpasses Huawei in 2025 revenue, driven by AI servers
Foxconn's industrial arm, Foxconn Industrial Internet (FII), has ridden the AI server boom to become a revenue leader, illustrating to global manufacturers how advanced production...
Friday 17 April 2026
TSMC revises advanced process and packaging strategy
TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...
Friday 17 April 2026
ASML extends Low NA EUV to 2031, ramps up High NA production
ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
Friday 17 April 2026
Tesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development...

Friday 17 April 2026
Foxconn shifts US plant from simulation to operation with AI-driven factory setup
Foxconn's US AI factories could reshape global electronics supply chains by accelerating US-based AI server production and offering a replicable smart factory model for overseas sites...
Friday 17 April 2026
Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED
China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...
Friday 17 April 2026
Musk's foundry push forces chipmakers to rethink customer relationships
Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...