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Friday 13 March 2026
China's Nexchip signals wafer price hikes amid capacity expansion and CIS growth
Nexchip has confirmed that it has raised prices for certain wafer foundry products, aligning its pricing strategy with market conditions, customer demand, and ongoing operational improvements,...
Friday 13 March 2026
ByteDance's overseas chip play puts Washington in a bind
ByteDance, the Chinese technology company best known as the owner of TikTok, is seeking to secure large amounts of advanced artificial intelligence computing power outside China, underscoring...
Friday 13 March 2026
AI server tracker: February revenue highlights across testing, design services, and rail kits

The global AI server supply chain continues to demonstrate steady growth, according to February 2026 revenue reports from key companies in the testing,...

Friday 13 March 2026
Chip material prices double, compound semiconductor supply chain on alert

The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound...

Friday 13 March 2026
US and Chile start talks on rare earths and critical minerals

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen...

Friday 13 March 2026
Middle East turmoil disrupts South Korean SME exports, stokes chip supply concerns
Escalating instability in the Middle East stemming from the Iran crisis is disrupting South Korean exporters and raising concerns about potential supply chain risks for the country's...
Friday 13 March 2026
Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
Friday 13 March 2026
India weighs new smartphone export incentives and US$11 billion chip fund
According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion...
Friday 13 March 2026
Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover
Tim Breen, who became GlobalFoundries' CEO in 2025, reportedly led a senior delegation to Taiwan this week for a five-day visit. The group held intensive meetings with supply chain...
Friday 13 March 2026
KYEC reports strong February revenue of NT$3.22 billion

King Yuan Electronics Co. (KYEC), a global leader in semiconductor testing, announced a robust financial performance for February 2026. The company...

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.