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Tuesday 8 September 2026
ASML lines up Intel, TSMC and Samsung behind 12-inch masks — TSMC alone sets a timeline
ASML issued joint statements with Intel Foundry, TSMC and Samsung Electronics on September 8, converging the three leading-edge chipmakers on a transition from the semiconductor industry's...
Tuesday 8 September 2026
CPO testing faces hurdles from Insertion 1 to 4, with '100% testing' expected to accelerate in 2027
Co-packaged optics (CPO) has officially entered the mass-production deployment stage, but the critical testing processes responsible for safeguarding yield continue to face different...
Tuesday 8 September 2026
Nvidia reportedly shifts Rubin Ultra toward 8-high HBM as memory costs rise

Nvidia is reportedly shifting its Rubin Ultra AI accelerator toward an eight-high high-bandwidth memory (HBM) configuration, down from...

Tuesday 8 September 2026
Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps
Intel's PC CPU prices have continued to rise since the end of 2025, and supply chain sources said the company is expected to raise them by another 10%. Its low-margin small-core line...
Tuesday 8 September 2026
CIOE 2026: 5,000 exhibitors gather in Shenzhen to chase AI-driven optics boom
The 27th China International Optoelectronic Exposition (CIOE 2026) will run September 9-11 in Shenzhen, bringing together more than 5,000 exhibitors from over 30 countries and regions...
Tuesday 8 September 2026
Samsung allocates more than half of 4nm foundry capacity to HBM4
Samsung Electronics is allocating more than half of its 4nm foundry capacity to base dies for sixth-generation high-bandwidth memory (HBM4) as it accelerates shipments to major AI...
Tuesday 8 September 2026
Tungsten hexafluoride supply chain alerts as Peric expands
Explosive capacity expansions by memory giants across South Korea, the United States, and China are driving surging demand for tungsten hexafluoride (WF6), a specialty electronic gas...
Tuesday 8 September 2026
ViTrox rides AI demand, expands Taiwan push as Malaysia semiconductor base grows
After several years away from SEMICON Taiwan, Malaysia-based inspection equipment maker ViTrox returned to the show this year and has already confirmed plans to exhibit again next...
Tuesday 8 September 2026
Analysis: Imec's EUV edge raises question over how far Taiwan should replicate research fab model
If Taiwan's government is determined enough, finding funding and land for the Industrial Technology Research Institute (ITRI) or the National Institutes of Applied Research (NIAR)...
Tuesday 8 September 2026
Huawei Kirin 9050 Pro puts LogicFolding to the test with 55% density gain, 66% lower NPU power
Huawei's Kirin 9050 Pro is the first commercial test of its Tau Scaling Law, with the company claiming a 55% increase in transistor density at the same process node while cutting NPU,...
Tuesday 8 September 2026
Macronix, Winbond, Etron see revenue surge through August as memory price rally continues
Memory manufacturers Macronix International, Etron Technology, and Winbond Electronics all reported surging revenue for the first eight months of 2026. As the memory upcycle continues,...
Tuesday 8 September 2026
Adata, Team Group post record August revenue as memory module makers build inventory for 2027
Major Taiwanese memory module manufacturers saw revenue remain at high levels in August 2026, as memory prices continued to rise. Adata Technology and Team Group both posted record-high...
Tuesday 8 September 2026
TSMC's co-COO left ITRI in 1987 for a startup foundry — ITRI just named him a laureate
TSMC Executive Vice President and Co-Chief Operating Officer Y.P. Chin was named an Industrial Technology Research Institute (ITRI) Laureate on September 7, marking another milestone...
Tuesday 8 September 2026
Infineon COO leaves a US fab open, says GlobalFoundries, ESMC already cover it
Infineon COO Alexander Gorski said the company is balancing in-house production, outsourcing, and global expansion as supply-chain resilience becomes a key customer requirement. In...
Tuesday 8 September 2026
SK Hynix weighs Gwangju investment as Yongin buildout continues
SK Hynix is considering accelerating investment in South Korea's planned Gwangju semiconductor cluster so that development proceeds alongside its ongoing Yongin buildout, rather than...