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Monday 9 November 2026
China's lithography ambitions gain ground as SMEE claims 90% local sourcing in chipmaking tools
Shanghai Micro Electronics Equipment (SMEE) has showcased a new generation of domestically developed lithography systems spanning front-end wafer fabrication and advanced packaging,...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
UKSC highlights three UK semiconductor strengths for Taiwan
Andy McLean, CEO of the UK Semiconductor Centre (UKSC), told DIGITIMES that strong AI growth is driving demand for energy-efficient processors, high-speed connectivity technologies...
Monday 9 November 2026
US Department of Defense commits US$75 million to Halo SiC wafer expansion
The Department of Defense's Office of Strategic Capital (OSC) has offered Halo Industries, a semiconductor startup based in Santa Clara, California, a conditional loan commitment of...
Monday 9 November 2026
UK chip leader believes US midterms won't disrupt global semiconductor ties
Democrats' sweeping victory in the US midterm elections has raised concerns that the country could slow AI development and data-center construction, but UK technology industry leaders...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
China's YMTC targets 70% domestic chipmaking tools, but advanced NAND still has foreign dependency
China's semiconductor equipment localisation is accelerating, with chipmakers increasing domestic procurement and local suppliers expanding into advanced manufacturing. Yangtze Memory...
Monday 9 November 2026
India's semiconductor expansion faces testing capacity risks as OSAT investments advance
India's push to expand semiconductor assembly and packaging capacity risks outpacing the development of its chip testing infrastructure, potentially increasing costs and prolonging...
Monday 9 November 2026
Sino-American Silicon Products posts record revenue in first three quarters of 2026 on AI, energy demand
Sino-American Silicon Products (SAS) is focusing on computing power and electricity, as construction of artificial intelligence (AI) data centers accelerates, demand for high-bandwidth...
Monday 9 November 2026
Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...
Monday 9 November 2026
GSEO revenue drops 20% in October 2026 on China holiday, delayed launches
Optical lens maker Genius Electronic Optical (GSEO) reported October 2026 consolidated revenue of NT$2.126 billion (approx. US$64.9 million), down 20.41% from September and 5.78% from...
Monday 9 November 2026
India roundup: India electronics manufacturing expands amid AI-driven supply constraints
India's electronics sector is drawing fresh investment in semiconductors, optical connectivity and manufacturing capacity, even as AI-driven component shortages threaten production,...
Monday 9 November 2026
Exclusive: From quantum breakthroughs to industrial reality, UKSC weighs Britain's ambitions at London showcase
From quantum computers built on conventional silicon to semiconductor light sources promising a new generation of secure communications, the breadth of innovation on display at the...
Monday 9 November 2026
Weekly news roundup: AI compute race intensifies as DRAM rivals diverge and chipmakers expand investments
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
Monday 9 November 2026
TSMC reaffirms foundry focus after report of 3D DRAM plans for Nvidia
Taiwan Semiconductor Manufacturing Co. (TSMC) has pushed back on a report that it is weighing a move into advanced memory chip manufacturing, saying it remains focused on its contract...