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    CXMT valuation gap highlights uncertainty over China’s DRAM push
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    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
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    BYD accelerates in-house chip push with 4nm Xuanji A3
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    Intel China adds day 0 support for MiniMax H3 after DeepSeek
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    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
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    NEWS TAGGED SILICON WAFER
    Friday 24 July 2026
    China's Xi'an Eswin tops 1 million monthly 12-inch wafer sales and output, targets 1.8 million capacity

    China's 12-inch silicon wafer maker Xi'an Eswin Material Technology said monthly output and sales of its 12-inch electronic-grade silicon...

    Thursday 23 July 2026
    GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online
    GlobalWafers said its Novara plant in Italy caught fire on July 21, forcing a shutdown of the site's 8-inch production line. The silicon wafer maker said all personnel evacuated safely...
    Tuesday 21 July 2026
    AI boom may reshape SK Siltron sale as chairman reportedly rethinks
    SK Group chairman Chey Tae-Won is reportedly making a final decision on the sale of semiconductor silicon wafer subsidiary SK Siltron, as surging AI chip demand raises doubts about...
    Saturday 18 July 2026
    SK Siltron begins liquidating US SiC unit amid Doosan sale talks
    SK Siltron has reportedly started liquidating its US silicon carbide wafer subsidiary, SK Siltron CSS, as part of a restructuring plan discussed during earlier sale negotiations with...
    Friday 26 June 2026
    SK Siltron to bring new 300mm wafer capacity online as AI demand lifts shipments

    SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI...

    Thursday 25 June 2026
    China wafer champion turns to US$1.6B overhaul to stop losses
    National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai...
    Tuesday 23 June 2026
    Wafer Works unveils golden triangle expansion to boost AI, optical, and SiC wafer capacity
    Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing...
    Wednesday 3 June 2026
    SK Group weighs pausing SK Siltron sale as AI chip demand lifts wafer strategy
    SK Group is reportedly placing AI and semiconductors at the center of its next round of business restructuring, prompting a fresh internal review of the strategic value of SK Siltron,...
    Saturday 16 May 2026
    Taiwan semiconductor materials, April 2026— One sector, two races
    Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and...
    Thursday 7 May 2026
    SEMI reports stronger wafer shipments with global implications
    The SEMI Silicon Manufacturers Group reported a 13.1% year-over-year rise in global silicon wafer shipment area to 3,275 million square inches in the first quarter of 2026, signaling...
    Wednesday 6 May 2026
    GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
    GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...
    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Friday 13 March 2026
    GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue
    GlobalWafers chairman Doris Hsu said rising adoption of artificial intelligence (AI) and high-performance computing (HPC) is sustaining long-term demand for advanced 12-inch silicon...
    Thursday 12 February 2026
    SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
    Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
    Thursday 22 January 2026
    GlobalWafers' Texas plant holds six-phase expansion potential
    GlobalWafers chairwoman Doris Hsu said in a January 21, 2026, media interview that with easing inflation pressures and some central bank policy adjustments, the global economy is experiencing...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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