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Friday 17 April 2026
Analysis: ASML lifts 2026 guidance on strong EUV demand
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
Friday 17 April 2026
ASML extends Low NA EUV to 2031, ramps up High NA production
ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
Friday 17 April 2026
Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

Friday 17 April 2026
TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity
TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...
Friday 17 April 2026
Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED
China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...
Friday 17 April 2026
Musk's foundry push forces chipmakers to rethink customer relationships
Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...
Friday 17 April 2026
J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion
J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...
Thursday 16 April 2026
TSMC enters 2nm mass production, scales 3nm capacity
TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
Thursday 16 April 2026
Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...
Thursday 16 April 2026
Renesas reports accelerated MRDIMM adoption in China
As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory...
Thursday 16 April 2026
ASE Holdings to acquire Innolux Fab 5 for US$460 million

ASE Holdings has secured Innolux's Fab 5, with the company announcing on April 15 that its semiconductor unit's board had approved the...

Thursday 16 April 2026
Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue
Advanced Power Electronics Corp.'s (APEC's) report signaling rising component costs and constrained foundry capacity has implications for global tech supply chains, potentially affecting...
Thursday 16 April 2026
Gulf states turn to alternative air defenses as US delivery delays persist

Middle Eastern Gulf states are seeking alternative air defense systems as delays in US weapons deliveries and rising regional tensions...

Thursday 16 April 2026
YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...