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Wednesday 15 April 2026
Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

Tuesday 14 April 2026
China's 2nm AI GPU hits prototype, production unclear
Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...
Tuesday 14 April 2026
Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

Tuesday 14 April 2026
Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
Tuesday 14 April 2026
AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
Tuesday 14 April 2026
Samsung 2nm yields reportedly remain below mass production threshold

Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for...

Tuesday 14 April 2026
JCET CEO sees robotics extending automotive semiconductor growth

China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy...

Tuesday 14 April 2026
Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...
Tuesday 14 April 2026
Silicon Motion breaks ground on Taipei HQ, targets 2030 opening to anchor dual-site operations
Silicon Motion Technology held a groundbreaking ceremony on April 13 for its new corporate headquarters in Taipei, marking a key step toward expanding its operational footprint. The...
Tuesday 14 April 2026
JCET advances CPO, glass substrates to capture AI packaging demand
JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres,...
Tuesday 14 April 2026
Passive component demand splits in 2026; AI and autos hold firm

The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity...

Tuesday 14 April 2026
Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...
Tuesday 14 April 2026
Samsung Foundry advances space semiconductor chip and technology development
As global companies unveil plans for space AI data centers, South Korean firms are prioritizing space-related technology as a new growth driver. Samsung Electronics' foundry division...
Tuesday 14 April 2026
King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion
Benefiting from continued demand driven by artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASIC), semiconductor testing...
Tuesday 14 April 2026
Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...