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Monday 16 March 2026
Taiwan IC design emerges as top choice amid US-China tensions, key lifeline for Europe
At Embedded World 2026, most Taiwanese IC design houses reported unprecedentedly active engagement with European customers. Over the past year, visits by European downstream customers...
Monday 16 March 2026
Tesla's Terafab project launches in five days in bold push into AI chip manufacturing: 200bn AI chips annually?
Tesla CEO Elon Musk said the company's Terafab Project, aimed at producing artificial intelligence (AI) chips, will launch in five days, signaling an expansion beyond Tesla's core...
Monday 16 March 2026
IC design houses push 12-inch chips as 8-inch process price hikes loom
The chip market is facing a wave of price increases, with IDM companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand...
Monday 16 March 2026
Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant
Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing...
Monday 16 March 2026
US withdraws draft for rule requiring approval for AI chip exports anywhere in the world
The US revoked a draft rule on March 13 that would have required the country's approval to export US-made AI chips anywhere in the world. The withdrawal marks a reversal of one of...
Monday 16 March 2026
Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge
China-based wafer foundry Nexchip recently announced that starting June 1, 2026, it will raise foundry prices by 10% to ensure stable product supply and sustainable long-term partn...
Monday 16 March 2026
Vanguard to follow Nexchip with foundry price hikes starting in April
Following Nexchip Semiconductor's announcement that it would raise foundry prices by 10% starting June 1, Vanguard International Semiconductor (VIS) has also signaled a rare price...
Monday 16 March 2026
Taiwan's science park formula, now available for export to US
For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered...
Monday 16 March 2026
AI server supply chain tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip
Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...
Monday 16 March 2026
Interview: Taiwan's industrial spirit — the hidden geopolitical layer
As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban...
Monday 16 March 2026
India roundup: A reality check of chipmaking dream
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
Monday 16 March 2026
HyperLight, UMC, and Wavetek form foundry partnership for high-volume TFLN chiplet production
HyperLight Corporation, United Microelectronics Corporation (UMC), and Wavetek Microelectronics Corporation, a wholly owned UMC subsidiary, have announced a strategic manufacturing...
Sunday 15 March 2026
Niching sees AI-driven thermal products lift early 2026 revenue despite Lunar New Year slowdown
Semiconductor packaging and testing material supplier Niching Industrial Corp. reported NT$200 million (approx. US$6.29 million) in revenue for January and February 2026, a year-over-year...
Saturday 14 March 2026
TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity
Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment...
Saturday 14 March 2026
Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth
Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence...