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Friday 10 July 2026
TSMC CoWoS output reportedly to reach at least 200K wafers in 2027

TSMC is accelerating advanced packaging capacity expansion as supply remains tight, with market chatter indicating its CoWoS monthly...

Friday 10 July 2026
JCET sets US$1.4bn capex for AI packaging expansion as China orders stay strong
JCET plans to invest about CNY10 billion (approx. US$1.4 billion) in fixed assets in 2026, sharply increasing spending on AI-driven advanced packaging, automotive electronics and selected...
Friday 10 July 2026
Micron's US$250 billion memory push sharpens three-way race with Korean and Chinese rivals
Micron Technology's decision to lift its planned US investment to more than US$ 250 billion through 2035, unveiled July 9 alongside the first concrete pour at its Clay, New York, site,...
Friday 10 July 2026
GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI),...
Friday 10 July 2026
CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will...

Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Friday 10 July 2026
China's AI talent demand spreads into chips, rare earths, and new materials
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...
Friday 10 July 2026
Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026
Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...
Friday 10 July 2026
E&R Engineering advances glass substrate pilot production to 2H27
E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global...
Friday 10 July 2026
How semiconductors are turning Gujarat into India's next electronics powerhouse

For years, India's electronics manufacturing has clustered in a handful of states — mobile-phone assembly around Greater Noida...

Friday 10 July 2026
TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor...

Friday 10 July 2026
Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes
Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...
Friday 10 July 2026
Out of the shadows, India's Northeast stakes its claim in electronics

For most of its modern history, India's Northeast — the eight states anchored by Assam — has sat at the margins of the...

Thursday 9 July 2026
GlobalWafers says wafer demand is improving as chip cycle heals
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
Thursday 9 July 2026
Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...