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NEWS TAGGED EXPANSION
Tuesday 10 March 2026
TSMC expansion triggers filter material shortage and price surge
As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
Tuesday 10 March 2026
Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans...
Tuesday 10 March 2026
PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026
PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...
Tuesday 10 March 2026
Quanta AI server surge cuts notebook revenue share below 20%

Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

Tuesday 10 March 2026
Nanya Technology and Micron drive Acter's 2026 revenue to rise over 30%
Industrial facilities provider Acter along with subsidiaries Nova Technology (Novatech), Rayzher, and its invested company Phoenix Silicon International (PSI) have steadily established...
Monday 9 March 2026
Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth,...

Monday 9 March 2026
Ability Enterprises' momentum points to strong 1Q26 outlook
Ability Enterprises reported monthly revenue of NT$664 million (US$20.85 million) for February 2026, a 32.22% increase year on year, despite fewer working days.
Monday 9 March 2026
DuPont spin-off Qnity invests US$61.5M to expand advanced chip material production in Taiwan
US semiconductor and electronic materials company Qnity Electronics announced a US$61.5 million investment in Taiwan by acquiring the N9 plant in Zhunan, Miaoli, from Ennostar, aiming...
Monday 9 March 2026
Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand

Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to...

Monday 9 March 2026
Micron: LPDRAM server demand to outpace market; Taiwan key production base
The rapid expansion of generative artificial intelligence (AI) and large language models (LLMs) is driving a new phase of transformation in data center memory architecture, according...
Monday 9 March 2026
OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues
OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...
Saturday 7 March 2026
Foxconn and TSMC advanced packaging spur V5 to consider France, US sites
High-end semiconductor inspection equipment leader V5 Technologies has steadily entered the supply chains of foundry and testing giants in recent years. Chairman Quincy Lin said amid...
Friday 6 March 2026
South Korean Academia: NAND scaling nears ceiling; China seen closing gap
The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...
Friday 6 March 2026
South Korean OLED materials firm Lordin plans India expansion amid Chinese competition
South Korean OLED materials developer Lordin plans to seek a technology-special listing in the first half of 2027, with a US$25 million fundraising round targeted for completion in...
Thursday 5 March 2026
Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...