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    China accelerates semiconductor equipment localization, South Korean firms shift focus to Taiwan clients
    9h 54min ago
    YMTC and CXMT ramp up production to reshape global memory market amid AI surge
    9h 54min ago
    Samsung foundry launched new 2nm temperature sensor IP to improve chip thermal and area efficiency
    9h 54min ago
    China's tungsten export controls pose major threat to South Korea's semiconductor supply
    9h 54min ago
    NEWS TAGGED SUBSTRATE
    Thursday 2 April 2026
    Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance
    Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...
    Saturday 14 March 2026
    Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
    Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence...
    Thursday 12 March 2026
    Semco seen supplying ABF substrates for Tesla AI chips via Samsung foundry
    Samsung Electro-Mechanics (Semco) is expected to supply ABF substrates for Tesla's next-generation artificial intelligence chips that Samsung Electronics plans to manufacture at its...
    Thursday 5 March 2026
    Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
    Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
    Monday 23 February 2026
    Can Polymatech anchor India's compound semiconductor supply chain?
    Looking beyond advanced logic nodes, compound semiconductors have emerged as a strategic priority for applications ranging from power electronics and RF to optoelectronics.
    Monday 16 February 2026
    AI server tracker: Power, substrate, and thermal split on momentum
    Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...
    Wednesday 11 February 2026
    South Korean IC designers face year-long packaging delays
    Surging demand for artificial intelligence servers and high-performance computing (HPC) has tightened capacity across the semiconductor supply chain. For many small South Korean communications...
    Tuesday 10 February 2026
    Zhen Ding Tech sees record January revenue driven by high-end AI applications
    PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled...
    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Thursday 29 January 2026
    VIS licenses GaN technology from TSMC to boost power device development
    Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium...
    Monday 26 January 2026
    TAISIC Materials shifts focus to high-end SiC substrates
    Facing intense price competition from Chinese manufacturers in the silicon carbide (SiC) substrate market, Kenmec Mechanical Engineering's subsidiary TAISIC Materials is pursuing a...
    Monday 19 January 2026
    Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
    The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
    Wednesday 14 January 2026
    Trymax - Plasma-based etching, stripping and curing process equipment maker

    Trymax Semiconductor B.V. provides plasma-based etching, stripping, and curing process equipment for advanced semiconductor packaging, targeting applications in dry descum,...

    Wednesday 31 December 2025
    South Korean PCB industry faces cost challenges as AI drives raw material prices up
    The South Korean printed circuit board (PCB) industry is struggling as soaring gold and copper prices, up 50% and 30% respectively since early 2025, increase production costs. Despite...
    Tuesday 30 December 2025
    InP substrate shortages emerge as new bottleneck for optical chips
    A tightening supply of indium phosphide substrates is emerging as a bottleneck for artificial intelligence data centers and high-speed optical interconnects, prompting compound semiconductor...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook