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Friday 13 March 2026
GlobalWafers sees 1Q26 silicon wafer prices bottoming as global capacity boosts revenue
GlobalWafers chairman Doris Hsu said rising adoption of artificial intelligence (AI) and high-performance computing (HPC) is sustaining long-term demand for advanced 12-inch silicon...
Friday 13 March 2026
FOCI targets CPO with automated lines, eyes revenue surge in 3 years
Fiber Optic Communications Inc. (FOCI) is deploying high-precision automated production lines for fiber array units to accelerate the production of co-packaged optics products and...
Friday 13 March 2026
Samsung targets 2nm process for HBM4E base die to boost AI chip edge
Samsung Electronics is reportedly planning to adopt a 2-nanometer (nm) process for the base die of its next-generation high-bandwidth memory (HBM), HBM4E, aiming to enhance its technological...
Friday 13 March 2026
Monthly Chart: memory surge vs logic slump creates polarized February in Taiwan

The Taiwanese semiconductor sector reported a starkly bifurcated performance for February 2026, as a massive cyclical rebound in the memory market...

Friday 13 March 2026
Apple's Mac Neo gambit: when volume alone can't hold the TSMC crown
The semiconductor landscape is undergoing a fundamental shift, moving from a mobile-first volume game to an AI-driven value competition.
Thursday 12 March 2026
UMC, HyperLight to mass-produce TFLN photonics chiplets for AI data centers
United Microelectronics Corporation (UMC) has partnered with startup HyperLight to mass-produce thin-film lithium niobate (TFLN) chiplets, aiming to improve data transmission speeds...
Thursday 12 March 2026
Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26
Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first...
Thursday 12 March 2026
Middle East conflict rattles energy markets, squeezes IC distributors
The ongoing Middle East conflict is disrupting global oil and natural gas supplies and triggering an energy crisis that has pushed up international crude prices. Market expectations...
Thursday 12 March 2026
Middle East conflict raises helium supply risks for South Korean chipmakers
Samsung Electronics and SK Hynix are reviewing their helium supply strategies as tensions in the Middle East disrupt key logistics routes, raising concerns over the availability of...
Thursday 12 March 2026
Asia Optical posts strong 2025 profit growth led by tech upgrades
Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...
Thursday 12 March 2026
IBM, Lam Research join forces on sub-1nm logic and High-NA EUV development

IBM and Lam Research have announced a five-year collaboration to develop materials, manufacturing processes, and High-NA EUV lithography...

Thursday 12 March 2026
India's 2026 semiconductor ramp unlikely to move global wafer supply needle, analysts say
India's plan to bring four semiconductor facilities into commercial production in 2026 marks an important milestone for the country's semiconductor ambitions, but analysts say the...
Thursday 12 March 2026
ASE's Tien Wu: Taiwan leverages hardware strength as US chip rivalry intensifies
Given the global chip war and US-China rivalry, ASE Technology Holding COO Tien Wu says that in an era where AI is driving transformation in the technology industry, the new bottleneck...
Thursday 12 March 2026
ASE's Dr. Tien Wu shares three key trends as global semiconductor output to surpass US$1 trillion
The global semiconductor industry is set to hit US$1 trillion ahead of schedule. ASE Technology Holding COO Dr. Tien Wu revealed that the latest forecast from Semiconductor Equipment...
Thursday 12 March 2026
SMIC flags supply squeeze in memory, BCD chips
China's largest contract chipmaker, SMIC, says orders for mature-node memory and BCD processes are running at full capacity, pushing prices higher as AI demand tightens supply across...