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Thursday 14 May 2026
China's semiconductor godfather warns against 2nm fixation
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply...
Thursday 14 May 2026
Korea races to narrow chip packaging gap with Taiwan and China

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

Thursday 14 May 2026
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
Thursday 14 May 2026
GlobalWafers gains SBTi approval for 1.5°C-aligned emissions cuts and net-zero plan
GlobalWafers announced that its greenhouse gas reduction targets passed review by the Science Based Targets initiative, signaling the wafer maker has aligned its decarbonization pathway...
Wednesday 13 May 2026
Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker...

Wednesday 13 May 2026
Ajinomoto raises ABF substrate film prices 30%
Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
Wednesday 13 May 2026
AI demand lifts Zhen Ding as server and chip substrate sales surge
Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence...
Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
Wednesday 13 May 2026
Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

Wednesday 13 May 2026
L&T Semiconductor Technologies signs multiyear agreement with Synopsys for AI-enabled power module design
L&T Semiconductor Technologies' multiyear agreement with Synopsys to use AI-enabled multiphysics simulation software could accelerate the development of power modules and intelligent...
Wednesday 13 May 2026
Imec's IC-Link joins TSMC 3DFabric Alliance, extending 3D integration access worldwide
Imec's IC-Link has joined TSMC's OIP 3DFabric Alliance, opening up broader access to TSMC's 3D stacking and packaging technologies for global ASIC customers. The move could accelerate...
Wednesday 13 May 2026
ChipMOS 1Q26 earnings jump 186% on strong packaging and testing demand
Taiwanese outsourced semiconductor assembly and test (OSAT) services company ChipMOS Technologies reported strong growth in both revenue and profit for the first quarter of 2026. Net...
Wednesday 13 May 2026
SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

Wednesday 13 May 2026
Samsung labor talks collapse as bonus dispute threatens chip output
Samsung Electronics and its largest labor union failed to reach a pay deal following government-mediated talks, raising the risk of an 18-day strike beginning May 21, 2026, that could...
Wednesday 13 May 2026
Doosan to build new CCL plant in Thailand
South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global...