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NEWS TAGGED 2026
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Tuesday 4 March 2025
Taiwan reassures on advanced chip review rules; emphasizes that restrictions target China, not US
TSMC's US investment of US$100 billion is sparking concerns about Taiwan's national security and potential talent and technology drain. Taiwanese officials have reassured that advanced...
Tuesday 4 March 2025
TSMC may start small-volume SiPh CPO manufacturing in 2H25
TSMC's silicon photonic (SiPh) co-packaged optics (CPO) technology is progressing swiftly, with recent market speculation suggesting that related production lines are expected to...
Tuesday 4 March 2025
Riding smart glasses' market momentum from CES 2025, Coretronic eyes industrial growth
The AI/AR glasses market is drawing attention at CES 2025, with shipments expected to surge before 2030. Coretronic Intelligent Robotics, having spent over six years developing AR...
Monday 3 March 2025
Tokyo Electron explores India expansion as Tata's partner, eyes long-term supply chain integration
As India emerges as a potential key player in the semiconductor industry, Tata Electronics' partner, Tokyo Electron, is contemplating establishing a manufacturing presence in India,...
Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Tuesday 25 February 2025
Honor Seiki bets on aerospace, hydrogen as expansion lifts growth
Honor Seiki forecasts double-digit revenue growth by 2025, though profits will see modest gains due to expansion costs. General Manager Zheng Jun Chen said aerospace and hydrogen...
Monday 24 February 2025
Nissan denies closure of Thailand plant; pledges to expand HEV investment instead
Nissan has dismissed speculation that it plans to shut down its factory in Thailand, reaffirming the country's role as a key manufacturing hub in the Association of Southeast Asian...
Friday 21 February 2025
Micron targets PC replacement trend; PCIe Gen5 penetration to reach 10% in 2026
With the ongoing development of new-generation processors, the introduction of PCIe Gen5 specifications into high-end PC applications is set to commence in 2025. According to Micron...
Thursday 20 February 2025
Samsung Display poised to dominate OLED supply for Apple's MacBook amid BOE's yield woes
Samsung Display (SDC) and China's BOE are targeting Apple's next-generation OLED device market through investments in 8.6-generation IT OLED production lines. However, South Korean...
Friday 14 February 2025
JDI shifts from Mobara LCD production, expands semiconductor packaging with Taiwan partnership
Japan Display Inc. (JDI) has announced plans to sell its primary LCD panel production facility in Mobara, Chiba Prefecture, with production scheduled to end by March 2026. The company...
Friday 14 February 2025
Macronix plans inventory reduction, targets 3D NOR contribution by 2026
Macronix International, a Taiwan-based manufacturer of mask ROM and flash memory, is strengthening its competitive product portfolio while anticipating its in-house developed 3D NOR...
Friday 14 February 2025
Excellence Opto builds Mexico plant to navigate tariff risks
Excellence Optronics Inc (EOI) has begun constructing a new automotive LED module factory in Querétaro, Mexico. This expansion strengthens EOI's global supply chain, with the...
Friday 14 February 2025
DeepSeek reportedly exploring in-house chip development
Chinese AI company DeepSeek has initiated a major recruitment drive for semiconductor design talent, signaling potential plans to develop its proprietary processors, according to...
Thursday 13 February 2025
PCIe Gen5 in high-end PCs set to drive Silicon Motion's sales growth in 2025
The PC market is expected to show weak performance in the second half of 2024, but the industry remains optimistic about replacement demand in 2025. The introduction of PCIe Gen5...