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Tuesday 11 August 2026
Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown...

Tuesday 11 August 2026
MA-tek reports record July revenue on glass-substrate testing demand
Materials Analysis Technology, or MA-tek, said its first-half 2026 results reached record levels and July revenue set a monthly record for a fifth straight month, while demand grew...
Tuesday 11 August 2026
Jiuhan lifts first-half profit 400% on NT$11 billion order book
Jiuhan System Technology reported record second-quarter and first-half 2026 revenue and profit on strong demand tied to advanced semiconductor manufacturing and AI infrastructure....
Tuesday 11 August 2026
UMC revenue climbs to a 45-month high as wafer prices rise
United Microelectronics Corporation (UMC) reported July 2026 consolidated revenue of NT$23.84 billion, up 1.8% from June and 18.98% from a year earlier, marking the highest level in...
Tuesday 11 August 2026
China's AMIES lands repeat orders for 350nm lithography system

Shanghai-based AMIES Technology has secured repeat volume orders for its domestically developed AST6200 350nm stepper projection lithography...

Tuesday 11 August 2026
Memory crunch pushes Apple toward China—and into Washington's security dilemma

Apple's unusual interest in testing CXMT memory and redirecting part of its procurement toward China has rattled Washington, given...

Tuesday 11 August 2026
Samsung tackles AI memory wall with zHBM, V10 BV-NAND concepts

Samsung Electronics is betting on new 3D memory architectures and tighter processor-memory integration as AI workloads put growing pressure...

Tuesday 11 August 2026
TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...
Tuesday 11 August 2026
Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

Tuesday 11 August 2026
South Korean minister warns about CXMT capex as semiconductor profits debate heats up
South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven...
Tuesday 11 August 2026
Europe and US IDM giants expand China EV share on capacity, tech edge
Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many...
Monday 10 August 2026
SK Hynix weighs stake sale in US$3B Chongqing chip packaging plant

SK Hynix is considering options for its semiconductor packaging and testing facility in Chongqing, China, including bringing in an...

Monday 10 August 2026
Sony, TSMC to spend US$6.3 billion on Japan image sensor venture, Nikkei says

Sony Group and Taiwan Semiconductor Manufacturing Company (TSMC) plan to invest around JPY1 trillion (approx. US$6.3 billion) in a joint...

Monday 10 August 2026
TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

Taiwan Semiconductor Manufacturing Company (TSMC) reported record monthly revenue of NT$467.58 billion (approx. US$14.5 billion) for July...

Monday 10 August 2026
SuperAlloy boosts profit and expands into semiconductor green supply chains

SuperAlloy Industrial said after its August 7 board meeting that second-quarter 2026 results showed steady improvement in core profitability,...