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NEWS TAGGED 2027
Monday 3 August 2026
Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

Monday 3 August 2026
Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
Monday 3 August 2026
Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing
Microcontroller unit (MCU) supplier Holtek Semiconductor has confirmed a broad price increase across its entire microcontroller portfolio, marking its first company-wide adjustment...
Saturday 1 August 2026
MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027
MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...
Friday 31 July 2026
Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

Friday 31 July 2026
ASE lifts 2026 capex to record US$10.5 billion, expects LEAP revenue to double in 2027

Driven by robust AI-related demand for advanced packaging and testing, ASE Technology Holding has raised its 2026 capital expenditure...

Friday 31 July 2026
Powertech bets on AMD FOPLP mass production in 2027
Powertech Technology is pressing ahead with new growth drivers, with chairman DK Tsai saying its FOPLP project with AMD for AI advanced packaging is on schedule and is expected to...
Friday 31 July 2026
CHPT raises 2026 capex to NT$500M

Test interface maker Chunghwa Precision Test Tech (CHPT) held an investors' conference on July 29, saying revenue growth in the second...

Friday 31 July 2026
Delta Electronics raises 2026 capex to NT$70B, sees AI-related sales topping 25% of total

Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing...

Friday 31 July 2026
Unimicron says Intel's EMIB-T will not reach mass production until 2027, sharpening advanced packaging rivalry
TSMC's CoWoS capacity remains tight, and demand for a second supply route is strengthening, according to Unimicron, which said Intel's EMIB-T advanced packaging platform will not reach...
Thursday 30 July 2026
High memory prices could slow China's AI push, analyst says

Memory prices are expected to remain elevated through 2026 as AI and data-center demand strains supply, with meaningful supply relief...

Thursday 30 July 2026
Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened,...

Thursday 30 July 2026
Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals

Samsung Electronics expects the global memory shortage to become more severe in 2027 than in 2026 and to persist through 2028, memory...

Thursday 30 July 2026
UMC, Intel advance 12nm process collab with no next-gen plans at this time
United Microelectronics (UMC) stated that its collaboration with Intel to develop a 12nm process is progressing smoothly. The process design kit (PDK) is expected to be completed by...
Thursday 30 July 2026
As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?
LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...