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Friday 6 November 2026
China's NSIG sees silicon wafer prices rebound, but profitability remains elusive
National Silicon Industry Group (NSIG) expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials...
Friday 6 November 2026
Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates
A significant backlog of advanced GPUs has accumulated in Hong Kong, according to Reuters, highlighting the widening rift between US export controls and Beijing's drive for...
Friday 6 November 2026
Hua Hong Grace eyes silicon photonics expansion as AI chip shortages lift pricing power
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following...
Friday 6 November 2026
Innolight starts US NPO pilot production with Tower for AI optical interconnects
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Friday 6 November 2026
EnliTech revenue jumps 71% in October as SiPh testing accelerates
Optoelectronic chip testing equipment maker EnliTech reported self-assessed consolidated revenue of approximately NT$51.504 million (US$1.57 million) in October 2026, up 71.33% year...
Thursday 5 November 2026
Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business
Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging...
Thursday 5 November 2026
GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

GlobalFoundries is gaining traction in custom silicon, processor intellectual property (IP) and physical AI applications, as the chipmaker seeks...

Thursday 5 November 2026
GlobalFoundries revenue rises 13% as data center demand offsets mobile decline
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Thursday 5 November 2026
Murata, Samsung Electro-Mechanics reportedly secure Winbond's silicon capacitor capacity
Murata Manufacturing and Samsung Electro-Mechanics (Semco) have reportedly secured silicon capacitor production capacity from Winbond Electronics to meet demand from their end customers,...
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Wednesday 4 November 2026
Bosch creates semiconductor division to expand in robotics, external chipmaking
Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy...
Friday 30 October 2026
GlobalFoundries bets on FD-SOI for robots and cars
GlobalFoundries (GF) is betting on specialty semiconductor technologies to capture AI demand beyond advanced processors, targeting opportunities in data center connectivity, power...
Thursday 29 October 2026
LandMark orders surpass 2026 revenue; capacity to expand sixfold
AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical...
Thursday 29 October 2026
Commentary: fire at Episil threatens tight epitaxial wafer supply
A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery...
Thursday 29 October 2026
UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years
United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's...