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Thursday 8 October 2026
India's chip packaging plants start exporting, but scale, skills, and subsidies test the next phase
India's outsourced semiconductor assembly and test (OSAT) sector has moved from inaugurations to its first export shipments. The challenge now is scale. The new plants are small, still...
Thursday 8 October 2026
AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision...
Thursday 8 October 2026
Malaysia's chip push: a new island and pressure from Washington and Beijing
Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick...
Thursday 8 October 2026
AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization
Episil Technologies Chairman Rex Hsu said overall demand has gradually recovered following an industry downturn, with silicon carbide (SiC) capacity utilization rebounding sharply...
Thursday 8 October 2026
Huawei says Ascend tops Nvidia in China as demand gap remains
Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met....
Thursday 8 October 2026
AI boom reportedly drives tech giants toward new debt financing for chips
Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes...
Thursday 8 October 2026
Wolfspeed secures conditional US$1.5B US defense loan for SiC, GaN expansion
Wolfspeed has received a conditional commitment for up to US$1.5 billion in long-term financing from the US Department of War to expand domestic production of silicon carbide (SiC)...
Thursday 8 October 2026
Huawei claims to have largely cut US tech reliance
Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls...
Thursday 8 October 2026
By keeping Terafab in-house, Musk shifts execution risk onto his own companies
Elon Musk has moved to quell uncertainty over Intel's position in the Terafab chip project, stressing that his companies will build and operate the planned semiconductor complex themselves...
Thursday 8 October 2026
AI agents fuel new CPU demand, lifting AMD
Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom...
Thursday 8 October 2026
SAS first-three-quarter revenue hits record NT$61.38 billion as it expands manufacturing, services
Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand...
Thursday 8 October 2026
GlobalWafers September revenue rises 7.65% on stronger demand
GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering...
Thursday 8 October 2026
Samsung Electronics posts record quarterly profit in preliminary results
Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans...
Thursday 8 October 2026
Tokyo Electron eyes record profit on chipmakers' spending boom
Tokyo Electron (TEL) could post an operating profit of about JPY1 trillion (approx. US$6.32 billion) for the fiscal year ending March 2027, up roughly 60% from JPY624.9 billion a year...
Thursday 8 October 2026
27 Samsung, SK Hynix veterans joined China's CXMT, study shows
An investigation by a South Korean lawmaker's office revealed that former Samsung Electronics and SK Hynix personnel who transitioned to Chinese DRAM maker ChangXin Memory Technologies...