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Thursday 19 March 2026
Nexperia's China split sends orders to Taiwan
Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...
Thursday 19 March 2026
Amazon's Trainium 3 rumors clash with supplier optimism
Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
Thursday 19 March 2026
AI and memory drive semiconductor output to surpass US$1 trillion in 2026
The global surge in AI demand and tightening memory supply have pushed prices higher, propelling the semiconductor industry into a new growth cycle. Global chief marketing officer...
Thursday 19 March 2026
The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
A diplomatic dispute over administrative nomenclature has escalated into a high-stakes standoff between Taiwan and South Korea, threatening to cast a shadow over one of the world's...
Thursday 19 March 2026
Samsung maps out semiconductor strategy with multi-year contracts, Tesla chip on track for 2H27
At its recent annual shareholders meeting, Samsung Electronics addressed questions about the current memory market supercycle and shared insights into its semiconductor strategy amid...
Thursday 19 March 2026
Chip price surge in 2Q26 shifts cost pressure to end markets
As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...
Thursday 19 March 2026
Nvidia signals optical future, but materials shortages stand in the way
Riding a surge in demand for optical communications driven by artificial intelligence (AI), Taiwan's compound semiconductor makers—including Visual Photonics Epitaxy, IntelliEPI,...
Thursday 19 March 2026
Intel to expand EMIB capabilities in Malaysia amid Section 232 probe uncertainty
Intel's advanced packaging complex in Malaysia is expected to begin operations later this year, Prime Minister Datuk Seri Anwar Ibrahim said, as the company advances its assembly and...
Thursday 19 March 2026
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Thursday 19 March 2026
Rapidus scales back US 2nm R&D early, raising timeline and funding concerns
With support from the Japanese government, Rapidus has been advancing R&D and pilot production testing to mass-produce 2nm chips by 2027. However, due to funding constraints and...
Thursday 19 March 2026
Samsung strike vote nears, DS and DX divisions clash over bonuses
As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Thursday 19 March 2026
How Hwaseong became South Korea's semiconductor supply-chain capital
The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the...
Thursday 19 March 2026
Taiwan energy debate intensifies as Middle East tensions raise supply concerns
Rising geopolitical tensions in the Middle East are fueling debate in Taiwan over energy security, as industry leaders warn that disruptions to global supply routes could expose vulnerabilities...
Wednesday 18 March 2026
AMD's Lisa Su courts Korea: Samsung HBM4 sealed, Naver next
AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver,...