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Thursday 16 April 2026
TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...
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...

Thursday 16 April 2026
Falling margins and memory crisis causing spec downgrades on TV panels
Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...
Thursday 16 April 2026
ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
Thursday 16 April 2026
JSR restarts Taiwan production as TSMC dominates advanced nodes
Japanese photoresist leader JSR officially announced on April 15 the establishment of an advanced planarization process solutions research center in Hukou, Hsinchu, Taiwan.
Thursday 16 April 2026
Rockchip reports record results, scales AIoT chips across industries
China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets.
Thursday 16 April 2026
SkyeChip IPO signals Malaysia's push into high-value chip design
Malaysia-based semiconductor design firm SkyeChip has appointed Maybank Investment Bank and CIMB Investment Bank as underwriters for its planned Main Market listing, according to a...
Thursday 16 April 2026
Spain aims to boost chip design, photonics, and quantum tech influence
The Spanish ICT Association (AMETIC) has been actively promoting Spain's standing in the domestic technology industry. Albert Anglarill, director of AMETIC's Catalonia office, said...
Wednesday 15 April 2026
Tong Hsing Electronic expects revenue acceleration as fiber optics drives expansion
Tong Hsing Electronic, a Taiwanese semiconductor packaging and substrate manufacturer specializing in CMOS image sensors, said on Monday that optical communication modules have become...
Wednesday 15 April 2026
YMTC to more than double capacity with new fabs amid China chip push
Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its...
Wednesday 15 April 2026
Taiwan equipment makers ride advanced packaging and SiPh wave
Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged...
Wednesday 15 April 2026
South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions...
Wednesday 15 April 2026
Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
Wednesday 15 April 2026
ASML posts solid 1Q26 as AI-driven demand lifts outlook
ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...
Wednesday 15 April 2026
RISC-V gains ground in AI data centers with Nvidia backing SiFive

AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...