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Monday 27 October 2025
LG Electronics advances HBM and glass substrate equipment for advanced packaging
LG Electronics is aggressively entering the advanced semiconductor packaging equipment market to meet the surging demand driven by AI. The company plans to gradually localize production...
Monday 27 October 2025
Topco accelerates overseas push to align with clients’ new fab investments
Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also...
Monday 27 October 2025
Samsung and Hanmi thaw ties at SEDEX, eye HBM4 collaboration
Longtime rivals Samsung Electronics and Hanmi Semiconductor may be wiping the slate clean and possibly teaming up after South Korea's 27th Semiconductor Exhibition (SEDEX...
Friday 24 October 2025
TSMC's Hou confident rare earth reserves stable in short term, moves to reduce reliance on China
With the advent of the AI era and the concurrent influence of geopolitical developments, Taiwan's semiconductor industry continues to play a pivotal role in the global supply chain...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Thursday 23 October 2025
Taiwanese firms poised to lead TGV process equipment amid semiconductor-PCB integration
Tongtai and Contrel are focusing on the convergence of semiconductors and PCBs in advanced TGV packaging. Taiwanese companies aim to lead in this area, as Tongtai seeks profitability...
Thursday 23 October 2025
China's YMTC aims for fully local chip production, but can it deliver?
China's memory chipmaker YMTC has unveiled plans for its Phase III fab with a registered capital of CNY20.72 billion (approx. US$2.91 billion). Market sources say the project targets...
Thursday 23 October 2025
Fortune Electric adapts as US tariffs reshape industry
US tariffs have gradually become internalized as part of corporate order costs amid the ongoing tariff war, according to Ted Hsu, president of heavy electrical equipment maker Fortune...
Wednesday 22 October 2025
Foreign investment drives Taiwan's semiconductor output to NT$6 trillion
In 2024, AI drove Taiwan's semiconductor output to surpass NT$5 trillion (approx. US$162.9 billion). It is expected to grow another 20% in 2025 to reach NT$6.3 trillion. Additionally,...
Wednesday 22 October 2025
Taiwan's textile giant Nam Liong rides global defense demand surge
The standoff between China and the US continues, escalating global geopolitical risks and fueling stronger demand for military resources across nations. Nam Liong Global has been...
Wednesday 22 October 2025
Disney+ boosts Homeplus to hit record high Q3 performance
Homeplus Digital hit a record high in broadband subscriptions in the third quarter of 2025, largely driven by the addition of the international streaming brand Disney+, which significantly...
Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun...
Tuesday 21 October 2025
LGD expands Paju OLED line for Apple's next-gen iPhone
LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD...
Tuesday 21 October 2025
China races to cut ASML reliance: AMIES unveils lithography lineup
China's semiconductor industry is stepping up its drive for self-sufficiency. In its latest move, AMIES Technology, a subsidiary of Shanghai Micro Electronics Equipment (SMEE), introduced...
Tuesday 21 October 2025
AI boom revives ASML's confidence for 2026 growth
AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...