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Friday 9 October 2026
WinWay tops NT$10 billion in revenue as AI demand lifts third-quarter results
Semiconductor test interface maker WinWay Technology said AI and high-performance computing (HPC) demand, along with production-efficiency gains on some lines, drove shipments higher...
Friday 9 October 2026
Inpaq reshuffles management, appoints Joyin chair as new head
Inpaq, part of the PSA Group, said it will eliminate the chief executive officer (CEO) position effective immediately as it adjusts its organizational structure and management responsibilities...
Thursday 8 October 2026
Lam Research launches South Korea chip fund after 15,000-chamber milestone
Lam Research is launching its first country-specific semiconductor venture fund in South Korea after shipping its 15,000th locally manufactured processing chamber, deepening its manufacturing...
Thursday 8 October 2026
SpaceX pursues US$40 billion Nvidia chip financing while Terafab charts path to AI compute independence
SpaceX is reportedly seeking US$40 billion in financing to purchase Nvidia chips, a massive capital commitment driven by surging artificial intelligence (AI) computing demand. Viewed...
Thursday 8 October 2026
US and 14 nations issue statement on overcapacity, target semiconductors
The US and 14 other economies issued a joint statement after the G20 trade ministers' meeting in Milwaukee, pledging to work together on structural overcapacity and excess production...
Thursday 8 October 2026
Infineon completes acquisition of C2i to expand AI data center power capabilities
Infineon has finished acquiring India-based C2i Semiconductors, a maker of software-defined multiphase controllers and smart power stages used in AI data centers. The acquisition indicates...
Thursday 8 October 2026
AI PCs face memory squeeze as server demand takes priority
Microsoft's October 7 opening of pre-orders for Surface Laptop Ultra, featuring up to 128GB of unified memory, highlights a potential new source of dynamic random-access memory (DRAM)...
Thursday 8 October 2026
TSMC's third-quarter revenue rises 51% to NT$1.49 trillion as September sales stay near record
TSMC reported consolidated revenue of about NT$511.86 billion (approx. US$16.1 billion) for September 2026. That was up 54.6% from NT$330.98 billion a year earlier and down 0.6% from...
Thursday 8 October 2026
Hanmi wins rare Samsung order amid US$5 billion chip substrate expansion
South Korea's Hanmi Semiconductor has secured a KRW24.48 billion (approx. US$18.3 million) equipment order from Samsung Electro-Mechanics, a rare deal with a Samsung Group affiliate...
Thursday 8 October 2026
India's chip packaging plants start exporting, but scale, skills, and subsidies test the next phase
India's outsourced semiconductor assembly and test (OSAT) sector has moved from inaugurations to its first export shipments. The challenge now is scale. The new plants are small, still...
Thursday 8 October 2026
AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision...
Thursday 8 October 2026
Sasken eyes reusable chip IP as India pushes beyond semiconductor design services
India-based engineering firm Sasken Technologies plans to license company-owned semiconductor interconnect intellectual property (IP) to multiple customers, marking an effort to move...
Thursday 8 October 2026
Malaysia's chip push: a new island and pressure from Washington and Beijing
Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick...
Thursday 8 October 2026
Viking Tech lead times stretch to 6 months; orders seen into 2H27
Viking Tech said demand from AI, data centers, server power, military, and aerospace applications has kept capacity fully loaded as it enters the fourth quarter of 2026, with its book-to-bill...
Thursday 8 October 2026
Marvell's custom AI chip upgrade points to a broader fight over peripherals
Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage,...